Thematic Global Equity
Investing for long-term growth
Our process allows us to identify the powerful global themes that can result in responsible growth over the long term.
As active stewards of your investments, we are serious about our responsibility to drive positive change. We continuously engage with the companies we invest in on your behalf to encourage positive change.
Forward-looking global themes
We look for companies in any sector or country that can give your portfolios meaningful exposure to the five mega themes we believe will shape growth over the long term:
- Digitalisation
- Automation
- Climate change
- Ageing
- Evolving consumption