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Artificial intelligence (AI) and robotics are rapidly becoming embedded in every aspect of our daily lives. A massive wave of change is shifting the fundamental structure of every sector of the economy. The fund looks beyond the big names to truly understand the growth drivers and invests in companies on the leading edge of AI & Robotics that are shifting the way we live.
The fund is managed by Thematics Asset Management, a firm 100% dedicated to thematic investing. By combining pioneering experience with an entrepreneurial culture, the firm seeks to provide an unshackled thematic focus. Launched in 2018, the fund has over US$1 billion in assets under management and an investment team with an average of 17 years’ experience in asset management.
Source: Thematics AM, as of November 2024
An unconstrained and concentrated portfolio, it has a high active share and invests in global markets in companies of all sizes with long potential runways of growth. The fund looks across the theme’s value chain to truly understand which companies are set to benefit from long-term secular growth drivers which cut across sectors, countries and geographical boundaries.
Thematics Asset Management is a dedicated equity investor in innovative thematic strategies, which include Water, Safety, Artificial Intelligence & Robotics, the Subscription Economy and Wellness. It invests in a collection of markets that have the potential to grow at a rate superior to that of the broader global economy due to the long-term secular growth drivers that underpin them.
With over 25+ offices worldwide, Natixis Investment Managers has US$1.4 trillion in assets under management^. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.
^Source: Natixis Investment Managers, assets under management of current affiliated entities measured as of 30 September 2024.
This webpage has been issued by Natixis Investment Managers Hong Kong Limited. Information herein is based on sources Natixis Investment Managers Hong Kong Limited believe to be accurate and reliable as at the date it was made. Natixis Investment Managers Hong Kong Limited reserve the right to revise any information herein at any time without notice. The above Fund data is for information only and does not constitute any offer or solicitation to buy or sell securities and no investment advice or recommendation is given in this webpage. Investment involves risks. The Fund presented herein may use financial derivatives instruments for investment, hedging risk management, and/or efficient portfolio management purposes. This involves significant risk and is usually more sensitive to price movements. Investors should read the Fund Prospectus and the Product Key Fact Statement (KFS) for further details including risk factors before investing. Past performance information presented is not indicative of future performance. Positive dividend yield does not imply positive returns. Source: Natixis Investment Managers. If investment returns are not denominated in HKD/USD, USD-/HKD-based investors are exposed to exchange rate fluctuations. The fund presented in this webpage is authorized by the Securities and Futures Commission (“SFC”) for sale to the public in Hong Kong. SFC authorization is not an official recommendation or endorsement of a scheme nor does it guarantee the commercial merits or its performance. It does not mean the fund is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors. This webpage has not been reviewed by the SFC. Natixis Investment Managers may decide to terminate its marketing arrangements for this fund in accordance with the relevant legislation.