Mirova and Thematics Asset Management have announced the completion of their merger project. As of 1st January 2026, Mirova includes the expertise of Thematics AM.
Important information
- The Fund is actively managed and invests at least two-thirds of its assets in equity securities worldwide that are exposed to the scope of the investment theme of global artificial intelligence and robotics.
- The Fund is exposed to significant risks related to sector (such as the AI & robotics sector), small & mid capitalisation companies, portfolio concentration, global investing, equities, emerging market securities, and currency and foreign exchange.
- The Fund’s net derivative exposure may be up to 50% of its net asset value. The use of derivatives may involve risks related to market, counterparty/credit, liquidity, valuation, volatility, over-the-counter transaction, legal and operations.
- This investment involves risks and investors may suffer substantial or total loss of their investment fund.
- Investors should not invest in the Fund solely based on the information provided in this document and should read the prospectus for details, including the risk factors
The next phase of AI and robotics is just beginning
Artificial intelligence (AI) and robotics are rapidly becoming embedded in every aspect of our daily lives. A massive wave of change is shifting the fundamental structure of every sector of the economy. The fund looks beyond the big names to truly understand the growth drivers and invests in companies on the leading edge of AI & Robotics that are shifting the way we live.
Unlock the growth potential
Our investible universe is built from six sub-themes that fit within the broad area of AI & robotics:
Factory automation
Design software
Medical automation
Consumer automation
Office automation
Supply chain
Reasons to invest
Mirova manages high conviction, multi-thematic sustainable portfolios. Launched in 2018, the fund has over US$1 billion in assets under management and an investment team with an average of 17 years’ experience in asset management.
Source: Mirova, as of November 2024
An unconstrained and concentrated portfolio, it has a high active share and invests in global markets in companies of all sizes with long potential runways of growth. The fund looks across the theme’s value chain to truly understand which companies are set to benefit from long-term secular growth drivers which cut across sectors, countries and geographical boundaries.
The portfolio management team
Karen Kharmandarian
Portfolio Manager
Mirova
Alexandre Zilliox
Portfolio Manager
Mirova
The firm
Mirova, an affiliate of Natixis Investment Managers
A committed player and a leading player in sustainable finance, Mirova is a conviction-based management company that offers its clients investment solutions combining the search for financial performance with environmental and social impact. This is their raison d'être: to contribute to a more sustainable and inclusive economy by increasing their positive impact on environmental issues, but also on reducing inequalities.
As ‘Mission-led company’1, thanks to multidisciplinary teams united around the same vision, the variety of their areas of expertise, and their ability to innovate and create partnerships with the best experts, they seek to direct capital towards the needs of investment in a real, sustainable and value-creating economy.
Mirova is internationally recognised BCorpTM2 certification attests to their environmental and social commitment.
Natixis Investment Managers
With over 25+ offices worldwide, Natixis Investment Managers has US$1.4 trillion in assets under management^. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.
Source: Natixis Investment Managers, assets under management of current affiliated entities measured as of 30 September 2024.
(1) Introduced in France in 2018 under the Pacte Law, a ‘société à mission’ company must define its "raison d'être" and one or more social, societal or environmental objectives beyond profit. The purpose, and objectives aligned with this purpose, must be set out in its Articles of Association. The Articles specify the means by which the execution of the Mission will be monitored by a Mission Committee (a corporate body distinct from the board of directors which is responsible for monitoring the implementation of the mission with at least one employee.) An independent third party then verifies the execution of the Mission, via a written opinion which is annexed to the report of the Mission Committee to shareholders and made available on the website of the company for a period of five years.
(2) Since 2006, the B Corp movement has been promoting strong values of change throughout the world to make businesses “a force for good” and to distinguish those which reconcile profit (for profit) and collective interest (for purpose). B Corp’s goal is to certify companies that integrate social, societal and environmental objectives into their business model and operations.
Fund details
Learn more about the Thematics AI & Robotics Fund and its investment approach
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Discuss with your financial advisor or connect with us.
Explore equity investing
See how our active approach can make all the difference.
Related insights
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The need for safety in the digital world & the real world
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Macro views
Thematic equities: what to expect this year?
Karen Kharmandarian, CIO and senior portfolio manager at Thematics AM, shares his outlook for thematic equities in 2025.
Equities
Equity themes for the next decade
The applications for AI are undeniably exciting, yet other long-term equity themes pack plenty of investment potential.
This webpage has been issued by Natixis Investment Managers Hong Kong Limited. Information herein is based on sources Natixis Investment Managers Hong Kong Limited believe to be accurate and reliable as at the date it was made. Natixis Investment Managers Hong Kong Limited reserve the right to revise any information herein at any time without notice. The above Fund data is for information only and does not constitute any offer or solicitation to buy or sell securities and no investment advice or recommendation is given in this webpage. Investment involves risks. The Fund presented herein may use financial derivatives instruments for investment, hedging risk management, and/or efficient portfolio management purposes. This involves significant risk and is usually more sensitive to price movements. Investors should read the Fund Prospectus and the Product Key Fact Statement (KFS) for further details including risk factors before investing. Past performance information presented is not indicative of future performance. Positive dividend yield does not imply positive returns. Source: Natixis Investment Managers. If investment returns are not denominated in HKD/USD, USD-/HKD-based investors are exposed to exchange rate fluctuations. The fund presented in this webpage is authorized by the Securities and Futures Commission (“SFC”) for sale to the public in Hong Kong. SFC authorization is not an official recommendation or endorsement of a scheme nor does it guarantee the commercial merits or its performance. It does not mean the fund is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors. This webpage has not been reviewed by the SFC. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation.