3
SUB-THEME PREFERENCE AND PORTFOLIO CONSTRUCTION
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SUSTAINABLE INVESTMENT UNIVERSE
4
Portfolio MANAGEMENT & DAILY MONITORING
1
UNIVERSE
DEFINITION
Investment process in four steps
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CPR INVEST GLOBAL LIFESTYLES?
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IMPORTANT INFORMATION
This document contains information about CPR Invest – Global Lifestyles. The management company of the Fund is CPR Asset Management – 91-93 bd Pasteur– CS 61595 – 75730 Paris Cedex 15 – France.
This is a marketing communication. Please refer to the prospectus / information document and to the KIID before making any final investment decisions.
This material is for information purposes only, is not a recommendation, financial analysis or advice, and does not constitute a solicitation, invitation or offer to purchase or sell the Fund in any jurisdiction where such offer, solicitation or invitation would be unlawful. This information is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States or in any of its territories or possessions subject to its jurisdiction to or for the benefit of any U.S. Person (as defined in the prospectus of the Funds). The Funds have not been registered in the United States under the Investment Company Act of 1940 and units of the Funds are not registered in the United States under the Securities Act of 1933. Accordingly, this material is for distribution or to be used solely in jurisdictions where it is permitted and to persons who may receive it without breaching applicable legal or regulatory requirements, or that would require the registration of Amundi or its affiliates in these countries.
Investment involves risk. Past performance is not a guarantee or indication of future results. Investment return and the principal value of an investment in the Fund may go up or down and may result in the loss of the amount originally invested. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. It is the responsibility of investors to read the legal documents in force in particular the current prospectus of the Fund. Subscriptions in the Fund will only be accepted on the basis of their latest prospectus available in English or in the local language of EU registration, and/or the Key Investor Information Document (“KIID” available in local language in EU countries of registration) which together with the latest annual and semi-annual reports may be obtained, free of charge, at the registered office of the management company of the Fund, or at www.amundi.lu. A summary of information about investors’ rights and collective redress mechanisms can be found in English on the regulatory page at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-documentation
Information on sustainability-related aspects can be found at https://about.amundi.com/Metanav-Footer/Footer/Quick-Links/Legal-documentation.
Please note that the management company may de-notify arrangements made for marketing as regards units or shares of the Fund in a Member State of the EU in respect of which it has made a notification.
The information in this document is as at February 2022 except where otherwise stated. This material is based on sources that Amundi considers to be reliable at the time of publication. Data, opinions and analysis may be changed without notice. Amundi accepts no liability whatsoever, whether direct or indirect, that may arise from the use of information contained in this material. Amundi can in no way be held responsible for any decision or investment made on the basis of information contained in this material.
The information contained shall not be copied, reproduced, modified, translated or distributed without the prior written approval of Amundi.
Date of publication: April 2022
Amundi Asset Management
A French simplified joint stock company (société par actions simplifiée), a portfolio management company approved by the “Autorité des marchés financiers” or “AMF” under the number GP 04000036 whose registered office is located 91-93 bd Pasteur, 75015 Paris – France –, under the Paris trade register number 437 574 452 RCS. In compliance with Regulation (EU) 2016/679 on the protection of natural persons with regard to the processing of personal data and on free movement of such data (“GDPR”) and as applicable, investors can exercise the right to access, rectify or ask for deletion of the personal data Amundi Asset Management holds on them. To enforce this right, please contact Amundi Asset Management BSC/SEC/PCA - 91-93 bd Pasteur - CS 21564-75730 Paris - France at: dpo@amundi.com.
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 define the universe throughout the 4 dimensions
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 identify the most committed firms and exclude the non-sustainable firms (ESG & controvery screening)
We identify the trending sub-themes to structure the fund & analyze the 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…
