Zurich-headquartered Vontobel has launched an equity fund that will focus on megatrends while investing in companies that “disrupt entire industries”.
The equities fund seeks to provide exposure to major global trends related to technology, the environment, demographics, and social issues.
Managed by Daniel Maier, who is also head of thematic investing at the firm, the fund’s portfolio will include companies across sectors such as smart farming and food technology, e-sports and gaming, and cloud computing.
Stock selection will be actively managed by the investment team with a focus on pure-play companies with high exposure to the various themes.
Maier said: “With new technologies transforming entire industries, investors need to think about how to position their portfolios accordingly in the future. We believe these transformations will bring new opportunities, which are best captured by actively investing in structural growth themes and selecting companies with the scope to grow multiples of their current size.”
Vontobel highlighted how thematic investing has been in favour in recent years, with growth in demand expected to accelerate in 2021.
The Vontobel Fund II - 3-Alpha Megatrends fund is domiciled in Luxembourg.
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