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Megatrends Portfolio

What are Thematic Portfolios?

A thematic portfolio is curated to allow investors to invest in trends set to change the world. These trends can be long-term themes backed by structural developments, or tactical opportunities derived from shorter-term market conditions. By adding thematic portfolios as satellites to their core portfolio holdings, investors can enhance their return potential while diversifying their investments.

Benefits of Thematic Portfolios

Potential for growth
Potential for growth

Portfolios are curated around long-term trends or structural changes in the market, which may offer potential strong returns.


Provide exposure to a wide variety of companies aligned to a particular trend as well as the benefits of professional research and management.

Enhanced return potential
Enhanced return potential

Experience stronger long-term returns from being well positioned in key structural growth themes.

UOBAM Invest’s Thematic Portfolio

Megatrends Portfolio

The investment world is in transition, marked by the end of ultra-low interest rates. This fundamental shift calls for a different investment playbook - one focused on megatrends that allows investors to capture long-term opportunities from secular growth tailwinds.

UOBAM Megatrends Portfolio offers a way to capture many of these investment opportunities. The all-equity portfolio consists of nine exchange traded funds (ETFs) spanning three megatrends: Changing Demographics, Go Green and The Digital Economy.

The portfolio enables investors to gain exposure to some of the most exciting companies in the world today. Current Top 10 portfolio holdings include Tesla Inc, Cisco Systems Inc, Netflix Inc and Meta Platforms Inc (owners of Facebook, Instagram and WhatsApp). Also, the blend of ETFs ensures that the portfolio is well diversified and able to respond to shorter term trends.

Changing Demographics
Changing Demographics

Populations, especially in Asia and emerging markets, are young and increasingly affluent. But the number of older people is also growing fast. This has implications for many sectors including consumer and healthcare.

Selected ETFs (as of March 2023): iShares Global Healthcare ETF, Global X Millennial Consumer ETF, Columbia Emerging Markets Consumer ETF.

Holdings include (as of March 2023): Alibaba Group Holding, Starbucks Corp, Johnson & Johnson.

Go Green
Go Green

Environmental and climate change challenges will only intensify. As efforts grow to tackle these, the companies that will outperform are those able to invent and sufficiently scale up green technologies to meet international demand.

Selected ETFs (as of March 2023): Invesco MSCI Sustainable Future ETF, First Trust Water ETF, VanEck Low Carbon Energy ETF.

Holdings include (as of March 2023): Vestas Wind Systems A/S, American Water Works Co Inc, Samsung SDI Co Ltd.

The Digital Economy
The Digital Economy

Technology is bringing profound changes to people’s lives. These innovations are powered by both tech giants and promising start-ups, but in this fast-moving space, it is crucial to find the companies that can tap new trends and have staying power.

Selected ETFs (as of March 2023): Amplify Online ETF First Trust Nasdaq Cybersecurity ETF, Global X Artificial Intelligence and Technology ETF.

Holdings include (as of March 2023): AirBnB, Infosys Ltd ADR, NVIDIA Corp.

Why invest in the Megatrends Portfolio?

Tap into the trends reshaping our future

Secular trends such as changing demographics, digitalisation and climate change create a wide variety of long-term investment opportunities.

Potential outsized returns

Supported by structural developments, these three megatrends are poised to deliver returns better than typical broad-based equity indices, though the benefits can take years to bear out.

Backed by UOBAM’s investment expertise

The portfolio is curated by UOBAM’s leading investment managers and continuously optimised in response to new or emerging opportunities.

Professional management

New megatrends identified will be automatically included to provide comprehensive exposure.

Fund Direct Step 3

Start investing with
Megatrends Portfolio

  • 1

    Login to UOBAM Invest

  • 2

    Select "Invest" icon

  • 3

    Select "Megatrends Portfolio" under Satellite

  • 4

    Transfer funds to your "Megatrends Portfolio" account via PayNow, eGIRO or internet banking

Enjoy management fees at only 0.40% from now till 30 June 2023.*

*Terms and conditions apply.

All screens shown and reference to any asset class are for illustration or information only and should not be relied upon. Projections shown are not indicative of future or likely performance of any portfolio.

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This document is for your general information only. It does not constitute investment advice, recommendation or an offer or solicitation to deal in Exchange Traded Funds ("ETFs") or in units in any Unit Trusts ("Unit Trusts", ETFs and Unit Trusts shall together be referred to as "Fund(s)") nor does it constitute any offer to take part in any particular trading or investment strategy. This document was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. The information is based on certain assumptions, information and conditions available as at the date of this document and may be subject to change at any time without notice. If any information herein becomes inaccurate or out of date, we are not obliged to update it. No representation or promise as to the performance of the Fund or the return on your investment is made. Past performance of any Fund or UOB Asset Management Ltd ("UOBAM") and any past performance, prediction, projection or forecast of the economic trends or securities market are not necessarily indicative of the future or likely performance of the Fund or UOBAM. The value of any Fund and the income from them, if any, may fall as well as rise, and may have high volatility due to the investment policies and/or portfolio management techniques employed by the Fund. Investments in any Fund involve risks, including the possible loss of the principal amount invested, and are not obligations of, deposits in, or guaranteed or insured by United Overseas Bank Limited ("UOB"), UOBAM, or any of their subsidiary, associate or affiliate ("UOB Group") or distributors of the Fund. Market conditions may limit the ability of the platform to trade and investments in non-Singapore markets may be subject to exchange rate fluctuations. The Fund may use or invest in financial derivative instruments and you should be aware of the risks associated with investments in financial derivative instruments which are described in the respective Fund's prospectus. The UOB Group may have interests in the Funds and may also perform or seek to perform brokering and other investment or securities-related services for the Fund. Investors should read the Fund's prospectus, which is available and may be obtained from UOBAM or any of its appointed agents or distributors, before investing. You may wish to seek advice from a financial adviser before making a commitment to invest in any Funds, and in the event that you choose not to do so, you should consider carefully whether the Fund is suitable for you. Any reference to any specific country, financial product or asset class is used for illustration or information purposes only and you should not rely on it for any purpose. We will not be responsible for any loss or damage arising directly or indirectly in connection with, or as a result of, any person acting on any information provided in this document. Services offered by UOBAM Invest are subject to the UOBAM Invest Terms and Conditions.