Megatrend Equity ESG
Bonhôte Strategies
This fund invests in future-facing themes while optimising the portfolio’s ESG rating.
These themes are tied to underlying and structural shifts in our societies, lifestyles and consumer habits.
These shifts are affecting the vast majority of the global population.
The companies selected by the fund are positioned to gain from these profitable trends over the long term.
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Investment universe
Automation
50% of jobs could be automated
Climate
$755 billion invested, rising by up to sixfold out to 2030
Digitalisation
Growing 2.5x faster than global GDP
Population ageing
2.1 billion over 60 by 2050, equating to 21.8% of the population
Innovation
Driving the change
Smart mobility
Market worth over $1 trillion by 2030
Artificial intelligence
Market outweighing the combined GDP of India and China by 2030
Millennial consumer patterns
Millennials and their progeny to represent 72% of the global population in 2030
Investment philosophy
Investing in future-facing companies
Companies helping drive structural change are positively exposed to long-term growth trends. Megatrend combines investments across several themes to obtain:
- better diversification
- a more resilient portfolio
Selected for their high-quality balance sheets
Companies with excellent financial strength tend to outperform the market over the medium/long term.
Complying with the most stringent ESG standards
Focusing on companies demonstrating best practice in ESG adds value and reduces portfolio risk.
Meticulous portfolio construction
Fund ESG grade
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Investment funds
We apply the same values in developing and managing investment funds as we do in all our endeavours. The freedom to reflect and to act, inherent in our status as an independent bank, enables us to actively seek new investment themes and to develop them rapidly – often away from the crowd.
