Beautiful Landscape

Power your portfolio with thematic megatrends

Funds focused on disruptive technologies
Beautiful Landscape
Financial Times

The long-term benefits of hydrogen are compelling and we see a lot of commercialisation of new products

Claes Orn, Chairman, Thematica
Disruptive Megatrends

Megatrends are strong, powerful and transformative forces that have changed our economies, societies and how we have lived our lives for centuries. They are reshaping our world and they are key to economic growth. Think about electricity, cars, telephones, internet, social media and now remote work. Our aim is to capture megatrends by identifying the potential for change. When we understand where the world is heading, we can construct well defined themes with unprecedented growth opportunities. 

  • Exposure to breakthrough technologies with a focus on smaller innovative companies

  • Access to fast growing companies through a fund rather than individual stocks

  • Uncorrelated returns compared to traditional investment strategies

  • Pure-play stock selection to align the investment with the specific megatrend

  • Exposure to a sustainable future

Note: A thematic investment approach is not for all investors. Anybody with a short-term investment horizon should not consider our investment funds. Our investment strategies might substantially differ from standard benchmar​ks and can experience periods of high volatility. Longer-term investors could potentially benefit from the attractive growth prospects of the megatrend.

Disruption timeline
1879
Light
Bulb
1886
Car
1973
Mobile
Disruptions of tomorrow
Beautiful Landscape

Investment Process

Identify powerful and transformative structural shifts in the global economy and the driving forces behind. 
Fundamental and research driven stock selection with a focus on smaller innovative companies.

High-conviction stock selection with a focus on growth-oriented stocks and industry leaders. Evaluate various companies based on our defined key metrics. Portfolio companies should have strong management with an entrepreneurial approach. ~25-50 stocks. 

Identify powerful and transformative megatrends in the global economy and the driving forces behind. The megatrend should be narrow enough to be clearly defined yet wide enough to have an investable universe.

Funds

Our funds aim to capture megatrends through a well-defined group of stocks that together forms a theme. Common for each theme is focus on fast growing innovative companies with a competitive edge. Our objective is to deliver long-term financial returns to our investors while pivot the world in a sustainable direction. We want to redefine traditional asset allocation based on sectors, regions and market caps and instead focus on disruptive megatrends. We challenge investors to keep pace with a changing world.

Thematica

Future Mobility

Sustainability

At Thematica, sustainable investing is more than just ticking boxes in our investment process, it's in our DNA. Our investment strategies aim to make a meaningful impact and to accelerate the world's transition to a clean and sustainable future.

Ready to become an impact investor today?   

 
Address
4, rue Thomas Edison
L-1445 Strassen
Luxembourg
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Thematica Future Mobility
Get in touch

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Thematica (“Investment Company”) was launched at the initiative of Orn & Cie SA and is managed by IPConcept (Luxemburg) S.A. DZ Privatbank S.A., 4, rue Thomas Edison, L-1445 Strassen, Luxembourg, is the Depositary, Paying Agent, Registrar and transfer agent as well as Central Administration Agent. Thematica is a public limited company with variable capital (société d’investissement à capital variable) under the law of the Grand Duchy of Luxembourg, with its registered office at 4, rue Thomas Edison, L-1445 Strassen, Luxembourg. It was founded on 30 October 2018 for an indefinite period in the form of an umbrella fund. The Articles of Association were published in Recueil électronique des sociétés et associations (RESA) of the Trade and Companies Register in Luxembourg. The Investment Company is entered in the Luxembourg Trade and Companies Register under registration number R.C.S. Luxembourg B229870. The financial year of the investment company ends on September 30 of each year.

 

Information on this website ("www.thematicafunds.com") constitutes neither an offer nor a solicitation to buy shares. Any investment application will be made solely on the basis of the information contained in the Prospectus, KIID (Key Investor Information Document), annual and half-yearly reports, as well as the Statutes and may be obtained free of charge from the head office of the collective investment scheme or from the representative/information agent of the collective investment scheme in the countries in which the schemes are registered for distribution.

 

All financial investments involve an element of risk for further information please see sales prospectus. The value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed. Past performance is not a guide to current or future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Changes in exchange rates between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially.

 

The products described on the Thematica Website are complex and may involve a high risk of loss. Prior to entering into any transaction, prospective investors should consult their own legal, regulatory, tax, financial and accounting advisors to the extent they consider necessary, and make their own investment, hedging and trading decisions (including decisions regarding the suitability of such transactions) based upon their own judgement and advice from those advisors they consider necessary.

The products described on the Thematica Website are not and will not be registered within the meaning of the 1933 US Securities Act, nor within the meaning of the 1940 US Investment Company Act. Consequently, the products mentioned on the Thematica Website must not be offered for sale or distributed in the United States of America, nor to or for the account or benefit of US Persons as defined in Regulation S of the 1933 Act mentioned above or any other applicable law, including FATCA and the rules and regulations implementing FATCA.

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