Our approach

Themes identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration.

By identifying the key trends captured by themes early and investing in them over the long term, we believe we can capitalise on the structural drivers of growth for our clients.

Our Innovation range of thematic strategies offers investors exposure to companies that we believe will benefit from disruptive technological or scientific advances, while our Future strategies focus on the future of society as an investment opportunity.

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.