Thematic Fund Handbook

Navigating the complex world of thematic funds

Thematic funds have become popular for capitalizing on growth themes like demographic shifts and technological advancements. However, they often carry high volatility. Addressing thematic questions around the logic, timing, and implementation of these funds is essential for mitigating risks and ensuring long-term success.

Additionally, a tailored evaluation that goes beyond traditional metrics is crucial, focusing on the robustness of the thematic investment strategy and its adaptability to market trends. Investors can choose between active and passive approaches, each with unique advantages, while considering inherent biases such as growth tilts and geographic concentration to align with broader investment objectives effectively.

Download this report now for answers to your questions on thematic funds and investment strategies.