The IMP Global Megatrend
Umbrella Fund
Investing in the Forces That Shape Tomorrow
“Our investment focus lies in six defining megatrends: Technology/Technological Advancements, Changing Consumer Behavior/Demographics, Healthcare/Longevity Revolution, Shift in Economic Power, Mobility/Transportation, and Smart Infrastructure/Smart City.
By identifying and investing in companies and sectors aligned with these structural changes, we aim to deliver sustainable, above-average long-term returns. Our conviction-led approach spans global markets, providing investors with forward-thinking exposure to the themes shaping the future of our economy and society.
USD Share Class
USD Fee Structure
Up to 1.5% all-in, sign-on fee with performance fee with high-water mark
CHF Hedged Share Class
CHF Hedged Fee Structure
Up to 1.27% all-in, waived sign-on fee with performance fee with high-water mark (Soft-Close)
Liquidity
Daily and T+3 settlement
Asset Classes
Global equities, with selective use of funds/ETFs
Regulatory Distribution
Switzerland
Structure & Jurisdiction
UCITS
Liechtenstein
Our Investment Objective
Focused on above-average, long-term capital appreciation through exposure to transformational megatrends
SFDR-Classification
Article 6 SFDR
ISIN (USD Share Class)
LI0325349897
ISIN (CHF Hedged Share Class)
LI1454290381
WKN (USD Share Class)
A2DWTX
WKN (CHF Hedged Share Class)
A41AWF
Bloomberg Ticker
IMPGLMT LE