Introduction
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The principle behind setting up a thematic fund is investing in an area that one believes is undergoing a structural change you think will be powerful enough to ensure outperformance over a long-term time horizon.
Investor interest in thematic funds has increased dramatically in recent years, particularly since the pandemic, as social, tech, political and health themes have gained prominence.
Despite their popularity, as with any other investment strategy, it is important to understand how thematic investing works. Moreover, there is an added challenge that it can be difficult to benchmark thematic funds.
Understanding how the fees work and managing volatility in this universe are also very important.
By reading this guide, you should be able to understand key principles behind thematic investing, how to manage volatility and how to benchmark thematic funds.
The guide is worth 60 minutes of CPD.
