Unlocking the next disruptive evolution
Our aim is to identify compelling investment opportunities by focusing on well-defined themes that offer significant potential for growth and long-term value creation.
We aim to deliver long-term financial returns while focusing on sectors undergoing structural transformation. We redefine traditional asset allocation by focusing on supply chains within disruptive megatrends, and we challenge investors to lead the way in a changing world.
Our funds offer exposure to breakthrough technologies and companies across the value chain, accessed through a fund structure rather than individual stocks. We focus on a pure-play selection aligned with themes such as electric mobility.
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Pure - Play
Thematica - Future Mobility
Marketing Communication
Our award-winning Thematica – Future Mobility fund provides exposure to pure-play companies positioned to benefit from the shift towards electric transportation and energy storage solutions.
The fund takes a holistic approach, investing along the entire supply chain, with a focus on areas facing potential bottlenecks. The objective is to support the advancement of electric mobility and related technologies.
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NAV in USD 25.03.20250
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Change 25.03.20250%
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CategoriesE-Mobility
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LU1807298952ISIN
Thematica - Renewable Future
Marketing Communication
Thematica – Renewable Future offers exposure to companies positioned to benefit from the transition to renewable energy.
This includes, but is not limited to, renewable energy production, waste management, and other smart technologies aimed at improving resource efficiency in key industries.
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NAV in USD 25.03.20250
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Change 25.03.20250%
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CategoriesRenewables
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LU2448029152ISIN
Funding pivotal innovation
We identify powerful, transformative themes in the global economy and the driving forces behind them.
We focus on themes that are narrow enough to be clearly defined, yet broad enough to offer a diversified and investable universe. Our stock selection is based on extensive research, targeting companies that are well-positioned to benefit from these long-term structural trends.
“Understanding supply chains is key to uncover opportunities before others and capture explosive growth”
Claes Orn, CEO
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