Power your portfolio with thematic megatrends
Funds focused on disruptive technologies




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.
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Exposure to breakthrough technologies with a focus on smaller innovative companies
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Access to fast growing companies through a fund rather than individual stocks
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Uncorrelated returns compared to traditional investment strategies
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Pure-play stock selection to align the investment with the specific megatrend
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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 benchmarks and can experience periods of high volatility. Longer-term investors could potentially benefit from the attractive growth prospects of the megatrend.
Disruption timeline
1860
Combustion Engine
1876
Telephone
1886
Car
1903
Airplane
1927
Television
1973
Mobile
1990
Internet
Disruptions of tomorrow
Investment Process
TOP DOWN RESEARCH
Identify powerful and transformative structural shifts in the global economy and the driving forces behind.
BOTTOM-UP RESEARCH
Fundamental and research driven stock selection with a focus on smaller innovative companies.
Funds