Theme chaser fund debuts
The aptly-named Global Themes Fund will invest in third party exchange traded funds to offer its investors exposure to high-yield opportunities with a medium-term focus through market and sector indices, according to head of investment strategy Keith Poore.
"We're looking to exploit themes out there with the potential to maximise returns over the next five to 10 years," Poore said. "It's not theme of the day, more it's the theme of the year."
The fund has earmarked emerging markets, clean energy, commodities, water resources and information technology as the current themes it will invest in, and will use the MSCI World Index as its investment benchmark, which it expects to out-perform by an average 4% annually.
Poore said the strategy team is constantly reviewing what the next thematic opportunity will be, and the fund will look to maximise its returns when a sector is on the up and exit it before it hits the top of the bubble.
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