Multi-thematic Investment
Overview of investing in multi-thematic funds
A multi-thematic fund has drivers much wider than an environmental fund and will invest in themes which include demographic and social changes, many of which are brought on by the growth in the developing world.
As such a multi-thematic fund may include environmental themes to varying degrees, such as water, clean energy, forestry and carbon, but also include other themes which are linked to social and demographic issues, such as health, food and agriculture.
How multi-thematic funds are managed
Most fund managers invest on a geographical basis covering all sectors of the economy. World markets are no longer broken up by geographical boundaries and as such managing money by theme rather than geography is a more logical approach to take and should add value to investors.
A fund manager in this category has the ability to increase, or decrease the exposure of the fund to a single theme depending on how that fund manager sees the economy and company prospects. Because his choice of themes and industries is wider than an environmental fund, performance should be closer to world markets and indices.
Investor approach to multi-thematic funds
An investor needs to understand the different themes a fund is invested in and the type of stocks which can be included in this fund brief. There will be key thematic differences which will impact on future performance.
There are a number of multi – thematic funds which invest in the UK only. Investors should be aware that while the Investment House may use the same criteria to invest in the UK as they do globally, they have limited choice and stocks which you may not initially identify as thematic will appear more often in their holdings. Thus we identify these separately in our listing below.
Close inspection of the Worldwise Investor fact sheets and related news becomes more important for this category of fund.
Multi-thematic Investment funds
| Fund name | Type | Yield | 1yr TRR | Class | Facts | Mgr | Fav |
|---|
Get investment advice
Speak to a specialist adviser for help in choosing the right green or ethical investment.
Theme Performance
Worldwise Themes
Multi-thematic Investment articlesall articles
news Broken Models
By Neil Brown, on 9 May 2013 Thematic News
news Google: a Sustainable Company?
By Simon Clements, on 9 May 2013 Thematic News
news The Alliance Trust Investments SRI Hub
By Mike Appleby, on 7 May 2013 Thematic News
news Investing in global agriculture
By Simon Webber, on 1 May 2013 Thematic News
blogs Sustainability should be part of a debate on how we explain Investment Risk
By Mark Hoskin on 15 April 2013 Thematic Blog
blogs Al Gore's Most Important Talk Ever
By Tim Dieppe, on 20 March 2013 Market Blog
blogs Why share ownership is better than share rental
By George Latham, on 12 March 2013 Market Blog
blogs Tripping the light fantastic
By Edward Franks, on 4 March 2013 Thematic Blog
blogs Going beyond the sugar rush: Novo Nordisk and sustainable value
By Seb Beloe, on 28 February 2013 Market Blog
blogs The Roots of SRI - or why we don't invest in intensive agriculture
By Clare Brook, on 20 February 2013 Thematic Blog | Market Blog
blogs Subsidies muddle: Full-fat for nuclear, semi-skimmed for the rest
By Edward Franks, on 20 February 2013 Market Blog
blogs Horse meat crisis - Testing times
By Hyewon Kong, on 18 February 2013 Thematic Blog | Market Blog | Fund Blog
blogs O wad some Power the gift tae gie us, To see oursels as ithers see us!
By Seb Beloe, on 7 February 2013 Thematic Blog
news Behind the Fund: Schroder Global Climate Change Fund
By Arabella Murphy on 29 January 2013 Fund News
news Behind the Fund: IM WHEB Sustainability Fund
By Arabella Murphy on 22 January 2013 Fund News
news Sustainability 'megaforces' impact on business will accelerate
By Arabella Murphy on 14 January 2013
news Science and policy developments: Climate change and food, the on-going saga
By Simon Webber, on 31 October 2012 Thematic News
news Cheviot and Quilters in Merger Talks
By Mark Hoskin on 26 October 2012 Market News
blogs Only Connect: Trust, Credibility and the Future of the Investment Industry
By Jade Summer on 19 October 2012
blogs Resurgence festival of well-being
By George Latham, on 19 September 2012 Thematic Blog
news Sarasin's Responsible Investment Research on Corporate Accountability
By Adam Frost, on 3 September 2012 Thematic News
news Rio 20 a clear lack of commitment over sustainable development
By Simon Webber, on 31 July 2012 Market News
blogs Name dropping in the examination schools
By George Latham, on 19 July 2012 Thematic Blog
blogs The only way is a healthy lifestyle
By Ty Lee, on 12 July 2012 Thematic Blog
news Report sets out recommendations to build investor confidence in green economy
By Carol Wong, on 10 July 2012
news Why IM WHEB's Sustainability fund should be considered by investors looking for a global equity fund
By Mark Hoskin on 28 June 2012 Fund News
blogs One of those corporate socialist reports...
By Seb Beloe, on 1 June 2012 Market Blog
news Shell investors warned about Arctic exploration risks
By Carol Wong on 30 May 2012 Thematic News
blogs 'A pint? That's very nearly an armful!'
By Clare Brook, on 28 May 2012 Thematic Blog
blogs A sustainable future for food and farming
By Jade Summer, on 23 May 2012 Thematic Blog
news EIRIS report reveals sustainability leaders and laggards
By Carol Wong on 9 May 2012 Thematic News
news Behind the relaunched IM WHEB Sustainability fund
By Mark Hoskin on 17 April 2012 Fund News
blogs Market background still positive for energy efficiency
By Ty Lee, on 17 April 2012 Market Blog | Fund Blog
news Seven socially responsible themes to invest your money in
By Arabella Murphy on 28 March 2012 Thematic News
blogs Resource scarcity challenges Grantham's 'impregnable faith in mean reversion'
By Edward Franks, on 19 March 2012 Thematic Blog | Market Blog
blogs Resource scarcity represents a spectacular investment opportunity, but handle with care
By Seb Beloe, on 15 March 2012 Thematic Blog
news Old Henderson Team Arrive to Relaunch WHEB Sustainability fund
By Mark Hoskin on 5 March 2012 Market News
blogs WHEB Group makes a big commitment to Green Investment and Sustainability!
By Mark Hoskin on 5 March 2012 Market Blog
news Pictet Global Megatrend Selection - one for the future?
By Mark Hoskin on 17 February 2012 Fund News
news Henderson merge Global SRI funds
By Nick Anderson, on 14 February 2012 Fund News
news Interview with Claudia Quiroz from Cheviot
By Mark Hoskin on 26 January 2012 Fund News
news Six great reasons to invest in ethical funds, environmental funds and thematic funds in 2012
By Thomas Maskrey on 1 January 2012 Market News
news Climate Change pact reached in Durban
By Louise Fallon on 12 December 2011 Thematic News
news Management changes to Henderson's SRI funds announced
By Mark Hoskin on 12 December 2011 Fund News
news What does the Carbon Plan mean for Gas and Clean Energy Investment?
By Louise Fallon on 6 December 2011 Thematic News
news Positioning a sustainability fund in today's market
By Claudia Quiroz, on 2 December 2011 Thematic News | Fund News
news Number of Electric Vehicles to increase despite Chevrolet Volt incident
By Louise Fallon on 30 November 2011 Thematic News
news Leaders Meet to Discuss Responses to Global Climate Change
By Louise Fallon on 28 November 2011 Thematic News
news Business as usual not Good Enough for Sustainable Agriculture
By Louise Fallon on 21 November 2011 Thematic News
news Sarasin engage with shale gas industry
By Mark Hoskin on 18 November 2011 Thematic News | Fund News
news Reminder: First State to soft close Sustainability funds this year
By Mark Hoskin on 11 November 2011 Market News
news The 2011 Climate Change Investment Awards Conference
By Louise Fallon on 10 November 2011 Thematic News | Market News
news China's ban on incandescent bulbs shows opportunities for investment in energy efficiency.
By Louise Fallon on 9 November 2011 Thematic News
news Fund Update November 2011
By Claudia Quiroz on 3 November 2011 Fund News
news 7 billion people on the planet creates investment opportunities
By Louise Fallon on 31 October 2011 Thematic News
news National Grid provide the background to the energy challenge
By Louise Fallon on 24 October 2011 Thematic News
blogs Do Pictet have the new breed of 'Responsible' funds
By Mark Hoskin on 16 October 2011 Market Blog
blogs Water could be the front running theme?
By Mark Hoskin on 10 October 2011 Market Blog
news Generating Healthy Returns
By Tim Dieppe on 10 October 2011 Thematic News
news Equity Market pricing an orderly Greek default
By Mark Hoskin on 22 September 2011 Market News
news Pictet Global Megatrend Selection Fund Update
By Mark Hoskin on 22 September 2011 Fund News
news The definition of thematic investing?
By Mark Hoskin on 20 September 2011 Thematic News
news The ET50 and the financial crisis
By Mark Hoskin on 19 September 2011 Market News
blogs Why wouldn't you invest sustainably?
By Mark Hoskin on 16 September 2011 Market Blog
news Thematic Funds: The Risks and Returns
By Mark Hoskin on 5 September 2011 Market News
news The definition of sustainable investing?
By Louise Fallon on 30 August 2011 Market News
blogs Carbon emissions are out of control
By Mark Hoskin on 28 August 2011
news Green Shoots
By Louise Fallon on 25 May 2011 Thematic News
news How much is climate change increasing portfolio risk?
By Claudia Quiroz, on 26 February 2011 Thematic News
The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.