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.

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.

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. 

 

success failure

How can we help?

Let us know using this form and one of our specialist team will quickly get back to you.

How can we help?

Your contact information.

When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our privacy notice explains how we use and protect your personal data.

How can we help?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Footnotes

  • * Invesco assets under management, as $1,555.9 billion at 31 March 2022

Investment risks

  • 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.

Important information

  • All information is provided as at 30 April 2022, sourced from Invesco unless otherwise stated.

    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.

    RO 2184942