Unlocking the next disruptive evolution
Our aim is to identify compelling investment opportunities by focusing on well-defined themes that offer significant potential for growth and long-term value creation.
We aim to deliver long-term financial returns while focusing on sectors undergoing structural transformation. We redefine traditional asset allocation by focusing on supply chains within disruptive megatrends, and we challenge investors to lead the way in a changing world.
Our fund offers exposure to breakthrough technologies and companies across the EV value chain and enabling technologies, accessed through a fund structure rather than individual stocks. We maintain a pure-play selection approach fully aligned with the electric mobility theme.
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Exposure
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Access
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Pure - Play
Thematica - Future Mobility
Marketing Communication
Our award-winning Thematica - Future Mobility fund provides exposure to the electric vehicle (EV) supply chain and the technologies enabling the global transition to electric mobility.
The strategy targets high-growth opportunities across the value chain through disciplined, research-led analysis. To learn more, visit the fund section ↗
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NAV in USD 22.08.20250
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Change 22.08.20250%
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CategoriesE-Mobility
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LU1807298952ISIN
Funding pivotal innovation
We identify powerful, transformative themes in the global economy and the driving forces behind them.
We focus on themes that are narrow enough to be clearly defined, yet broad enough to offer a diversified and investable universe. Our stock selection is based on extensive research, targeting companies that are well-positioned to benefit from these long-term structural trends.
“Understanding supply chains is key to uncover opportunities before others and capture explosive growth”
Claes Orn, CEO
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