Investment funds with thematic focus
Thematica offers two thematic investment funds that aim to capture the innovation potential of fast-growing, innovative companies with a competitive edge along specific supply chains. Our funds combine well-defined combinations of stocks to form themes that are centered around these companies. Our objective is to achieve long-term financial returns while contributing to a more resilient future.
We take a disciplined investment approach that incorporates rigorous research and analysis to identify companies that align with our investment themes. By investing in companies that are driving innovation and growth in industries with a positive environmental and social impact, we aim to support the transition to a more resilient future while delivering strong financial returns for our investors.
Thematica - Future Mobility
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The fund’s investment objective is to achieve long-term capital growth by investing in companies within the electric vehicle and energy storage value chains. A research-driven, actively managed supply chain approach is used to identify companies in subsectors with bottleneck risk or unit profit margin expansion. Areas include but are not limited to the following categories:
Mining of battery minerals, battery materials, battery components, battery manufacturers, battery technology, battery recycling, EV parts, e-mobility, energy storage, EV charging, fuel cell innovation, hydrogen production and infrastructure.
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