Navigating the Global Thematic Fund Landscape

Understand the Complexity of Thematic Funds

Thematic funds have emerged as a popular investment strategy, offering unique opportunities to capitalize on global megatrends. This approach has seen significant growth over the years, with the market doubling its assets to $563 billion by June 2024. However, these funds also bear unique challenges, with higher costs, increased volatility, and a need for comprehensive due diligence.  

As asset managers continue to introduce new thematic funds into the market, the need for clarity and guidance has never been higher. Our research provides a comprehensive breakdown of the thematic fund market, including key trends, market preferences, and the performance of thematic funds over the years.