With the world experiencing unprecedented shifts – in areas like technology, demographics, globalisation, and scarcity – investors must search for the growth engines of tomorrow – and become disruptors, rather than the disrupted.

It’s no surprise therefore that disruptive thematic funds have exploded in popularity of late. In 2021 alone, a record 589 new thematic funds were launched, more than double the previous record of 271 debuts in 20201.

Yet finding a viable, long-term trend is more difficult than it sounds. Moreover, the world of thematic investing continues to evolve, just like the themes they’re invested in.


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