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 (USD Share Class
IMPGLMT LE
Bloomberg Ticker ( CHF Hedged Share Class)
IMPGMCH LE