Fund Profile

The IMP Global Megatrend Umbrella Fund is an actively managed UCITS equity fund domiciled in Liechtenstein. Since 2016, the fund has been managed by a second-generation family-run multi-family office.

As siblings, Stefan Wiederkehr and Karin B. Wiederkehr jointly oversee the portfolio management and bring together extensive experience in asset and wealth management with a sustainable, multi-generational family office perspective.

The objective of the fund is long-term, above-average capital appreciation through investments in global structural growth drivers that sustainably transform the economy and society.

Investment Approach & Investment Objective

The fund invests globally in equity securities of listed companies. Management is active and independent of any benchmark.

The investment approach is based on identifying and allocating specifically to global megatrends that unfold over decades and provide stable conditions for long-term growth. The fund acts as a one-stop equity allocation for modern portfolios and combines structural growth with active diversification across regions and sectors.

Global Megatrends

• Technology / Technological Innovation

• Changing Consumer Behavior / Demographics

• Healthcare / Longevity Revolution

• Shifts in Global Economic Power

• Mobility & Transport

• Intelligent Infrastructure & Smart Cities

These trends sustainably shape demand, productivity, and value creation and form the foundation of the portfolio construction.

Asset Allocation & Risk Management

The fund follows a dynamic and adaptive asset allocation approach, continuously adjusted to market conditions, emerging trends, and risk-return profiles. The goal is to seize opportunities early, limit downside risks, and strengthen portfolio resilience.

Disciplined risk management is an integral part of the investment process and includes the continuous monitoring of macroeconomic, market-related, and geopolitical risks.

Performance Overview (net of fees). Performance does not indicate future returns

• 2025: +  8,53 % 
• 2024: +30,80 % 
• 2023: +26,82 % 

Long-term annualized return: 7.43% p.a. (net of fees)

Why IMP Global Megatrend Umbrella Fund?

• One-stop international equity allocation
• Consistent megatrend strategy with global diversification
• Family office DNA with clear alignment of interests (“skin in the game”)
• Experienced, well-coordinated portfolio management team since fund inception
• UCITS structure with high transparency, regulation, and investor protection
• Active approach focused on identifying winners of structural change

Outlook

The fund’s added value lies in combining structural growth sources resulting from shifts in economic power and changing consumer behavior with stabilizing, less cyclical allocations in healthcare and infrastructure.

Our approach offers long-term value especially in the current market environment: Against the backdrop of strong structural trends, a stabilizing macroeconomic environment, and supportive monetary and fiscal policy frameworks, we see an attractive environment for long-term equity growth. The fund is designed to benefit from these developments and to provide investors with structured access to the growth drivers of tomorrow.

For further questions, please feel free to contact us by phone or email at any time.