The SFDR is a European Union Regulation that forms part of the EU’s Action Plan to integrate sustainability considerations into its financial policy framework in order to mobilise finance for sustainable growth.
The SFDR lays down disclosure obligations for manufacturers of financial products and financial advisers toward end-investors, in relation to the integration of sustainability risks, and as regards adverse impacts on sustainability matters at entity and financial products levels.
Pictet Asset Management supports the goals of the SFDR and the wider EU Action Plan and complies with the SFDR as of its entry into force on 10th March 2021.
For further details, please refer to our Responsible Investment Policy which provides an overall description of our approach to ESG and Responsible Investment and has been updated in line with the SFDR’s requirements.
Furthermore, our Sustainability capabilities page outlines our range of sustainability-related strategies and our fund pages describe the variations in approach to ESG integration, exclusions, active ownership, and (where applicable) the promotion of environmental or social characteristics or sustainable investment objectives.
Integration of sustainability risks (Articles 3 and 6 SFDR)
All funds of Pictet and Pictet TR integrate sustainability risks into their investment processes. They consider mainly transition, physical, environmental, social and governance risks. More details can be found in our Responsible Investment Policy.
Remuneration policy (Article 5 SFDR)
Our remuneration policy is consistent with the integration of sustainability risks and has been published on our website under the following link.
Transparency of adverse sustainability impacts (Articles 4 and 7 SFDR)
Pictet Asset Management (Europe) SA as well as all sub-funds of Pictet and Pictet TR will consider adverse sustainability impacts.
Exclusion policy
Each category of investment strategy applies certain exclusions relating to direct investment in companies and countries that are deemed incompatible with Pictet Asset Management’s approach to responsible investment.
Promotion of environmental/social characteristics or sustainable investment objectives (Article 8 and 9 SFDR)
In addition to integrating ESG risks in their investment process, funds can either promote environmental or social characteristics (Article 8 SFDR) or have sustainable investments as an objective (Article 9 SFDR).
Transparency of the promotion of environmental or social characteristics and of sustainable investments on websites (Article 10 SFDR)
Our website contains a description of the environmental or social characteristics or the sustainable investment objective as well as information on the methodologies used to manage the environmental or social characteristics of the product. The details can be found on the specific page of the relevant fund.
Important legal information
The Pre-Contractual Templates (PCT) when applicable, the Key Information Document (KID), as well as the Prospectus must be read before any decision to invest. The Prospectus (in English and in French), the PCT when applicable, the KID (in French and in Dutch), as well as the latest annual and semi-annual reports (in English and French) are available free of charge at our financial Belgian agent CACEIS Belgium S.A., 86C /b320, Avenue du Port, 1000 Bruxelles or at the management company, Pictet Asset Management (Europe) SA, 6B, rue du Fort Niedergruenewald, L-2226 Luxembourg, as well as in digital format at www.assetmanagement.pictet.
The summary of investors rights is available here and in French and in Dutch at www.assetmanagement.pictet under the heading "Resources", at the bottom of the page.
The list of countries where the fund is registered can be obtained at all times from Pictet Asset Management (Europe) S.A., which may decide to terminate the arrangements made for the marketing of the fund or compartments of the fund in any given country.
The NAV are available at www.beama.be.
Claims and Mediation Service: For any claim you can contact Pictet Asset Management (Europe) S.A., Compliance Department, 6B, rue du Fort Niedergruenewald, L-2226 Luxembourg or the Consumer Mediation Service (Service de Médiation pour le Consommateur), North Gate II, Boulevard du Roi Albert II 8 in 1000 Bruxelles or at www.mediationconsommateur.be. The Mediation Service may suggest solutions for the settlement of the dispute. In the absence of agreement on the proposed solutions, each party may bring proceedings before the competent courts.
This marketing material is issued by Pictet Asset Management (Europe) S.A.. It is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of, or domiciled or located in, any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.
Information, opinions and estimates contained in this document reflect a judgment at the original date of publication and are subject to change without notice. Pictet Asset Management (Europe) S.A. has not taken any steps to ensure that the securities referred to in this document are suitable for any particular investor and this document is not to be relied upon in substitution for the exercise of independent judgment. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future.
Before making any investment decision, investors are recommended to ascertain if this investment is suitable for them in light of their financial knowledge and experience, investment goals and financial situation, or to obtain specific advice from an industry professional.
The value and income of any of the securities or financial instruments mentioned in this document may fall as well as rise and, as a consequence, investors may receive back less than originally invested.
This marketing material is not intended to be a substitute for the fund’s full documentation or any information which investors should obtain from their financial intermediaries acting in relation to their investment in the fund or funds mentioned in this document.
The investment guidelines are internal guidelines which are subject to change at any time and without any notice within the limits of the fund's prospectus.
The mentioned financial instruments are provided for illustrative purposes only and shall not be considered as a direct offering, investment recommendation or investment advice. Reference to a specific security is not a recommendation to buy or sell that security. Effective allocations are subject to change and may have changed since the date of the marketing material.
Any index data referenced herein remains the property of the Data Vendor. Data Vendor Disclaimers are available on assetmanagement.pictet in the “Resources” section of the footer.
This document is a marketing communication issued by Pictet Asset Management and is not in scope for any MiFID II/MiFIR requirements specifically related to investment research. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any products or services offered or distributed by Pictet Asset Management.
Pictet AM has not acquired any rights or license to reproduce the trademarks, logos or images set out in this document except that it holds the rights to use any entity of the Pictet group trademarks. For illustrative purposes only.