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Mega Trends & Thematic Investing
Reimagine the future: explore the drivers of change
Reimagine the future with thematic investing
With the world changing faster than ever, many investors want to explore thematic solutions to capture some of the most powerful trends reshaping the future.
A thematic fund invests in companies positively linked with a long-term trend or transition. This approach reduces the concentration risk of investing in individual companies while providing more precise exposure to the theme compared to investing in traditional sectors. It’s largely irrelevant where a company is domiciled or in what sector it happens to be classified. While a theme can cover just about any trend you can imagine, the most successful ones tend to be clearly definable, investible, revenue-generative, and long-term.
A diversified portfolio will usually comprise both core and non-core holdings, with thematic funds part of that latter category. Because thematic funds are more concentrated and targeted compared to broad index funds, they tend to be more volatile, especially over shorter timeframes. Held over the longer term, however, they may be able to capture the evolution of the theme. They’re often seen as providing more differentiated, less correlated sources of return. Some investors may use them as strategic positions alongside their portfolio’s core holdings, with traditional sectors used more tactically to adjust for shorter-term market conditions.
Once a theme is identified, the next step is to figure out how to gain access most effectively. Because many themes are relatively new and rapidly evolving, you need someone with expertise within that specific area to identify opportunities and value prospects. This expertise may come from one of Invesco’s own investment teams or through partnership with a specialist indexing firm.
Capture mega trends with Invesco
Here are some of the most compelling long-term themes and how you can access them through our range of ETFs and actively managed funds.
The need to transition towards more sustainable sources of energy presents opportunities. Solar and wind are already the lowest-cost sources of electricity in many countries, while hydrogen holds the key for areas of the economy where electrification is impractical. Investors can gain exposure to specific technologies or clean energy more broadly.
Why Invesco
Reframing investment opportunities in a world that’s constantly changing isn’t easy. But at Invesco, we believe that exploring the structural changes our world is facing is key to success.
As one of the world’s largest and leading independent investment managers*, Invesco has the global capability to deliver our best ideas to investors around the world.
Global and diverse presence
Depth of Investment capabilities
ESG advocacy, through industry association and participation in policy efforts
Highest caliber risk management Investment platform
Work closely with a best-in-class network of partners and index providers
High-quality results driven by specialized insight and disciplined oversight
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Footnotes
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* Invesco assets under management, as $1.4 trillion at 31 May 2023
Investment risks
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For complete information on risks, refer to the legal documents.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.Invesco CoinShares Global Blockchain UCITS ETF
The Fund may be exposed to the risk of the borrower defaulting on its obligation to return the securities at the end of the loan period and of being unable to sell the collateral provided to it if the borrower defaults. The Fund might be concentrated in a specific region or sector or be exposed to a limited number of positions, which might result in greater fluctuations in the value of the Fund than for a fund that is more diversified. The value of equities and equity-related securities can be affected by a number of factors including the activities and results of the issuer and general and regional economic and market conditions. This may result in fluctuations in the value of the Fund.Invesco NASDAQ Biotech UCITS ETF
The Fund’s ability to track the benchmark’s performance is reliant on the counterparties to continuously deliver the performance of the benchmark in line with the swap agreements and would also be affected by any spread between the pricing of the swaps and the pricing of the benchmark. The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss.
The fund might purchase securities that are not contained in the reference index and will enter into swap agreements to exchange the performance of those securities for the performance of the reference index. The Fund might be concentrated in a specific region or sector or be exposed to a limited number of positions, which might result in greater fluctuations in the value of the Fund than for a fund that is more diversified. The value of equities and equity-related securities can be affected by a number of factors including the activities and results of the issuer and general and regional economic and market conditions. This may result in fluctuations in the value of the Fund.
Important information
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All information is provided as at 31 May 2023, sourced from Invesco unless otherwise stated.
The investments concern the acquisition of units in passively managed, index tracking funds and not in a given underlying asset.
Where individuals or the business have expressed opinions, they are based on current market conditions. They may differ from those of other investment professionals. They are subject to change without notice and are not to be construed as investment advice.
This material should not be considered financial advice. Persons interested in acquiring the products should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences.
For more information on our funds and the relevant risks, please refer to the share class-specific Key Information Documents/Key Investor Information Documents (available in local language), the Annual or Interim Reports, the Prospectus, and constituent documents, available from www.invesco.eu. A summary of investor rights for Invesco Funds SICAV and Invesco ETFs is available in English from www.invescomanagementcompany.lu and www.invescomanagementcompany.ie, respectively. The management company may terminate marketing arrangements.
UCITS ETF’s units / shares purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units / shares on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units / shares and may receive less than the current net asset value when selling them.
For the full objectives and investment policy please consult the current prospectus.RO 2184942
