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||18/10/20 to 18/10/21
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The Pictet-Family Fund is a global equity fund investing in what we believe to be a superior class of equities - family owned businesses. Family businesses are the backbone of society, both economically and socially, and have historically tended to outperform the wider market. We believe the drivers of this outperformance are based around human values and active ownership - the families are engaged owners and run their companies with a longer term vision, with concepts of stewardship, entrepreneurship and socio-emotional wealth, differentiating their companies from their peers.