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.
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.
Experience stronger long-term returns from being well positioned in key structural growth themes.
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.
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.
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.
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.
Secular trends such as changing demographics, digitalisation and climate change create a wide variety of long-term investment opportunities.
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.
The portfolio is curated by UOBAM’s leading investment managers and continuously optimised in response to new or emerging opportunities.
New megatrends identified will be automatically included to provide comprehensive exposure.
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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.