In our rapidly changing world, where technological innovations and evolving consumer behaviors shape the economy, Thematic investing presents a unique opportunity. Our newly launched range of expertly constructed, globally diversified portfolios invites you to invest in the trends that will define our collective future.
Given the enhanced focus on the potential of artificial intelligence and other transformative technologies, now is an ideal time to explore how you can participate in these developments.
Here are four compelling reasons to consider Thematic investing:
1. Invest in Key Trends Shaping Your Future
The coming decades will witness significant societal shifts that create investment opportunities. As we change how we work, live, shop, and utilize Earth’s resources, the investment landscape will also evolve.
Thematic investing allows you to align your investments with these defining trends. Our investment team has developed three forward-looking themes that are designed to capitalize on these shifts:
- Evolving Consumer: This theme targets the changing needs and preferences of consumers globally, focusing on companies that contribute to or benefit from evolving spending habits and the growth of the middle class in emerging markets.
- Technological Innovation: This portfolio invests in companies driving advancements in technology, such as robotics, artificial intelligence, and cloud computing.
- Resource Transition: As global demand for energy and resources continues to grow, this theme explores how our energy sources are transforming. It includes investments in mineral mining for electric vehicles, clean water initiatives, and both renewable and non-renewable energy sources.
Choose the theme that resonates with you most. Click here for a detailed exploration of each theme.
2. Gain Targeted Exposure While Maintaining Global Diversification
Thematic investing offers numerous advantages. It provides exposure to established areas of structural economic growth, enabling you to invest in trends that have already gained traction rather than those still in their infancy. This typically means that your investments are in more stable companies with the potential for continued growth.
We have carefully selected themes and ETFs that are well-positioned to benefit from long-term structural changes. These themes transcend conventional sector or regional boundaries, allowing for a diversified and multi-disciplinary investment approach. When you choose a Thematic portfolio, part of your investments will align with your chosen theme, while the rest is actively managed and globally diversified.
3. Tailored Thematic Exposure Based on Your Risk Level
Our Thematic portfolios comprise two sections: a Thematic portion that invests in ETFs aligned with your selected theme, and an actively managed portion that covers a diversified range of ETFs.
The proportion of your portfolio allocated to the Thematic section depends on your chosen risk level. For example, if you select risk level 5, 10% of your portfolio will consist of Thematic funds. If you opt for risk level 10, Thematic exposure increases to 20%. Our investment team consistently monitors and adjusts the asset allocation to ensure it aligns with your preferences.
4. Rely on Expertise for Portfolio Management
Our themes are designed to evolve continually, making them exciting investment opportunities. By selecting a theme that interests you and a risk level between 5 and 10, you can trust our team to manage the rest.
The actively managed portion of your portfolio is overseen by our skilled investment team, who rebalance and adjust your assets based on the latest news, analysis, and market trends. The Thematic portion, due to the long-term nature of its underlying trends, requires less frequent management, typically being reviewed annually and rebalanced as needed.
Our mission has always been to enhance the accessibility of investing. The launch of our Thematic portfolios provides you with a unique opportunity to select a focus area while benefiting from professional portfolio management.
If you’re interested in aligning your investments with the driving forces of the future economy, our Thematic investing options might be the perfect fit. Click here to learn more.
As always, if you have any questions about how Thematic investing fits into your broader strategy, feel free to book a call with one of our expert team members today.
Risk Warning
As with all investments, your capital is at risk. The value of your Nutmeg portfolio can fluctuate, and there is a possibility of receiving less than your initial investment. Thematic investing includes specific risks and may not be suitable for everyone. There is no guarantee that identifying and investing in trends will lead to positive investment outcomes. All Nutmeg themes, including Resource Transition, may involve exposure to a mix of renewable and non-renewable materials and energy sources and should not be viewed as incorporating ESG considerations.
Let me know if you need any further changes!