The $4.2bn (£2.7bn) Pictet Global Megatrend Selection fund's focus on secular growth trends certainly makes it stand out from the wider peer group, with only a 15% overlap between the portfolio and the MSCI World index.
Cary Yeung, head of greater China debt at Pictet Asset Management, analyses what the recent turmoil in Chinese markets means for the onshore bond sector
Team eying EM opportunities
Investment Week asks managers for their view on 'Black Monday' and how they are protecting their portfolio amid ongoing market volatility
Despite sluggish world growth, supply dynamics suggest a recovery could be on the cards
Fund managers are concerned the Chinese central bank's shock move to devalue its currency could lead to the renminbi depreciating further, sparking heightened capital flight from the region and the rest of Asia.
Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.
Managers' best ideas from across the globe
Ten funds producing red hot returns in 2015
Three very different ways to gain exposure