The latest investment theme

investors facing volatile global markets are responding positively to the strong track record and diverse equity holdings of the $1.6 billion Kiwi Invest Global Thematic Fund, which has returned about 22% in the last year, almost double the ACWI benchmark, since launching as a standalone wholesale fund in 2018.

The fund is part of Kiwi Invest’s suite of wholesale portfolio investment entities.

Now the team behind the Global Thematic Fund - Nathan Field, portfolio manager and head of Global Thematic, senior equity analyst Frank Braden and equity analyst Johnson Weng has published a paper (request a copy here) explaining Kiwi Invest’s unique approach to thematic investing and its advantages over more traditional investment styles.

The Global Thematic Fund gives investors access to an actively managed portfolio of global shares that aims to achieve returns in excess of the MSCI ACWI over the medium to longer term.

Field says the paper, titled ‘Global Thematic Investing: Beating the market with ‘winning themes’’ is designed to inform investors who may be less familiar with the thematic model.

The Global Thematic Fund’s point of difference is its deep analysis of consumer trends and the dynamics between industry competitors, as well as the emerging pressures and opportunities facing various sectors.