A subsidiary of Amundi, CPR Asset Management, is working with business consultants from Deloitte to identify disruptive companies and invest in them.
The CPR Invest – Global Disruptive Opportunities fund has been launched, backed by research from Deloitte and Amundi’s own analysts.
“Disruption has many facets. Our strategy is not limited to a single field or sector. Our thematic approach, identified through four dimensions seeks to cover the entire disruptive spectrum as we define it,” said Wesley Lebeau, who is a senior portfolio manager at CPR AM and a co-manager of the fund.
Those four dimensions are the digital economy, “industry 4.0”, the planet, and health/life sciences.
Globalisation of trade, technological innovations, demographic trends and a changing ecosystem are some of the weighty drivers for anticipated returns.
The fund is co-managed by Lebeau and Estelle Ménard, head of global thematic equity, and it has a universe of 600 global stocks to choose from.
A sub-fund of Amundi’s Luxembourg Sicav CPR Invest, the fund is currently registered in France and Italy but is also to be sold in Germany, Austria, Belgium, Switzerland, Sweden and the Netherlands after registrations.
CPR AM is a wholly owned subsidiary of Amundi with €38.8 billion of assets under management.
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