Innovation, the theme of tomorrow

Invest in the themes of tomorrow

"We only invest in companies that benefit from the effects of the four investment themes mentioned below, and remain committed to our leitmotif: themes rooted in reality".

Alex Araujo, Fund Manager

Why thematic investing?

Four major themes currently dominate the changing world we live in: demographic change, the need to address environmental challenges, the expansion and renewal of infrastructure and technological innovations. Every day, every individual is affected. Our goal is to exploit the long-term opportunities arising from these thematic trends in a disciplined manner. 

The fund focuses on four main themes: demographics, environment, infrastructure and innovation. Each of these four themes is divided into two sub-themes.

Please note that the value of the fund's assets may fluctuate, causing the net asset value of the fund to fall or rise. You may not get back the amount originally invested.

Innovation

The rapidly advancing digitalisation apparently knows no bounds. Business processes are being shifted to the ‘cloud’ and all electronic devices are being networked with each other. Furthermore, the mobility sector is on the verge of major changes. These include alternative drive models (e.g. electric motors, hydrogen drives) and autonomous driving. Some of the companies involved in these areas have great growth prospects ahead of them. 

Where do we invest?

Alphabet

The owner of Google provides exposure to the growth in the new economy, without the high multiples attached to many of its peers. The US company is cash generative and provides portfolio protection in momentum-driven markets.

Example of portfolio company (as of 31 March 2022).

For more information on the financial terms used on this page, see the glossary.

The views expressed in this document should not be taken as a recommendation, advice or forecast.