3
SECTOR PREFERENCE & STOCK PICKING
2
SUB-THEME ALLOCATION
4
Portfolio construction
1
ELIGIBLE
UNIVERSE
Investment process in four steps
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CPR INVEST GLOBAL LIFESTYLES?
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IMPORTANT INFORMATION
Die hier enthaltenen Angaben stellen keine Anlageberatung oder Finanzanalyse dar. Die vollständigen Angaben zu den Produkten sind dem Verkaufsprospekt bzw. den wesentlichen Anlegerinformationen, ergänzt durch den jeweils letzten geprüften Jahresbericht und den jeweiligen Halbjahresbericht, falls dieser mit jüngerem Datum als der Jahresbericht vorliegt, zu entnehmen. Diese Unterlagen stellen die allein verbindliche Grundlage eines Kaufs dar. Sie sind in der Schweiz bei CACEIS (Switzerland) SA, 35, Route de Signy, CH-1260 Nyon, Suisse, Vertreter in der Schweiz, kostenlos erhältlich, oder auf www.amundi.ch. Die Zahlstelle in der Schweiz ist CACEIS Bank, Paris, succursale de Nyon / Suisse, 35, route de Signy, CH-1260 Nyon, Suisse. Diese Anzeige ist kein Verkaufsprospekt und stellt kein Angebot zum Kauf oder Verkauf von Anteilen in Ländern dar, in denen ein solches Angebot nicht rechtmäßig wäre. Amundi Switzerland ist Unternehmen der Amundi Gruppe. Amundi Asset Management ist eine französische vereinfachte Aktiengesellschaft („Société par actions simplifée“) mit einem Kapital vone 1 086 262 605€ - Asset Management Unternehmen von AMF genehmigt unter der Nr. GP 04000036, 90 boulevard Pasteur - 75015 Paris.
AMUNDI, YOUR THEMATIC PARTNER
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“Ageing populations, parenting Millennials, rising middle class in emerging countries, strong digitalization of our lives… The needs are changing for end consumers and we seek to invest in the companies following this dynamic and meeting these changes”
Anne Le Borgne, Thematic Equity Portfolio Manager, CPR AM
CPR INVEST
Seeking to capturing long-term consumer trends
of Assets under management
in thematic equities
<€20
in our fund range, covering technological dimension, social & demographic issues as well as environmental solutions
Thematic funds
GLOBAL LIFESTYLES
A powerful theme driven by major societal & demographic evolutions in developed and developing countries
A global universe comprising all sectors & companies meeting the end-consumer needs
A growth potential as consumption needs evolve with the ageing population and the redefinition of our lifestyles
The decision of the investor to invest in the fund should take into account all the characteristics or objectives of the fund
PRODUCE MORE, BETTER AND
SUSTAINABLY
<
2°C*
THE CHALLENGE OF FEEDING THE WORLD HAS NEVER BEEN AS URGENT.
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We exclude the companies not fitting our main & sustainable criteria
A 4 DIMENSION UNIVERSE
E-Commerce
Food delivery platforms
Digital payments
Indoor Leisure*
Home & Deco
Outdoor Leisure
Restaurants
Travels
Sports
Nutrition
Cosmetics
Health
Pet Segment
We seek to identify the trending sub-themes to structure the fund through the 4 dimensions
We analyze stocks from a qualitative & quantitative point of view
We rank stocks based on our convictions & monitor risk
~ 60 to 80
stocks
~ 550
stocks
For illustrative purposes only
powered by CPR Asset Management
AGEING
DISRUPTION
MEDICAL
TECHNOLOGIES
WELL-BEING
AND LIFESTYLES
EDUCATION
GLOBAL FOOD CHALLENGE
MEGATRENDS
100% equities
REDUCED
INEQUALITIES
HYDROGEN
SUSTAINABLE
URBANISATION
CLIMATE ACTION
100% equities
100% fixed income
multi-asset classes
THEMATIC
EXPERTISE
Marketing Communication
Billions
<10
Themes
100%
8 9
Articles
or
Source: CPR AM as of 31/01/2022
100% equities
100% fixed income
multi-asset classes
Click on the icons in the chart to discover the themes
DIGITAL
CONSUMPTION
LEISURE & ENTERTAINMENT
HEALTH & WELLNESS
LET'S TAKE IT UP TOGETHER.
Luxury goods
Fashion
Automobiles
Wealth Management
PREMIUM CONSUMTPION
Source: CPR AM as at February 2022
*Subscription services, video games…