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Morningstar’s Guide to Thematic Funds

This guide is intended to introduce investors to Thematic Funds and Morningstar Direct’s new tool that helps sift through and organize global thematic funds in a logical, easy-to-view format.

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Morningstar’s Guide to Thematic Funds

What’s Inside

  • Introduction to Thematic funds
    Investigate the upsurge in thematic fund investments and requirements to hold successful investments.
  • The Evolution of the Global Thematic Funds Landscape
    Investor interest in thematic funds has dramatically increased in recent years. Discover thematic fund asset growth and launch patterns.
  • Historical Performance and Identifying Opportunities
    Learn about global thematic fund survival and performance trends, as well as how our new data set can support effective fund evaluation and uncover investment opportunities.

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