CPR Invest – Megatrends invests in funds that benefit from major global, economic, social & demographic, technological or environmental trends.
Its objective is to outperform global equity markets over at least 5 years by investing in those megatrends.
Megatrends are shaping tomorrow's world
A megatrend is a driving force of human activity's development bringing long-term, profound changes to the societies in which it unfolds.
World population growth, emergence of new economic powers, artificial intelligence development and resource scarcity stand among noticeable megatrends whose impact for the future can already be quantified.
Global population in 2050 (vs 7,3 bn in 2015)1
possible increase in water demand between 2015 and 20502
largest economy could be India in 2050, replacing the US in 20153
1 United Nations - 2 OCDE, Environmental Outlook to 2050 - 3 PWC, The World in 2050
An all-in-one solution
The fund is managed dynamically according to the managers' convictions in order to capture the long-term growth potential of the themes on the one hand and, on the other, adjust the portfolio according to market cycles in order to boost or preserve portfolio performance.
The investment universe consists mainly of thematic equity funds managed within the Amundi Group and benefiting from those long-term trends. Megatrends' managers thus benefit from the proximity of the managers of each theme and from the continuous exchanges they have.
Keep an eye on
Risk of capital loss.
No guaranteed returns.
Recommended investment horizon: at least five years.
Equity and market risks (incl. risks related to small capitalisation and Emerging market): shifts in equity prices may have a negative impact on the fund’s net asset value
Volatility risk : the fund’s net asset value may be affected by market volatility
Currency risk not being systematically hedged for the part of investments that is made outside the Eurozone, a decline in the exchange rate can lead to a loss of value
The investment theme is characterized by its sector choices, when financial markets are driven by other non-related sectors, the fund may not benefit from the market growth.