What’s the role of thematic funds in wider portfolios? Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

What will thematic asset allocations look like in five years’ time?

There exists a nascent trend for actively managed multi-thematic strategies that provide a broader exposure to different verticals, sectors and regions.


Highlights

  • Over the past five years, thematic funds have grown in terms of assets under management and the number of strategies available
  • Thematic funds are becoming increasingly attractive for wholesale and institutional portfolios
  • A lack of standardisation across strategies makes it difficult to compare different thematic funds
  • Managers may need to implement more thematic strategies into their overall strategic framework
  • Secular growth trends are expected to become even more relevant in the future

This material is provided for informational purposes only and should not be construed as investment advice. The analyses and opinions expressed represent the views of the portfolio manager(s) as of the 14th of May and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary.

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