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Thematic Investing – our track record

We're proud of everything we do for our clients – especially our results. We show our full track record and asset allocation for our Thematic Investing portfolios, for each of our themes, so you can see how we compare. 

Technological innovation

Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.
Risk level

Track record

Explore our track record for our Technological innovation portfolios, and see how our results compare to competitors. These figures refer to past performance, which is not a reliable indicator of future performance.

*The return since the launch of the portfolios, shown as a compound annual rate. For example, over three years, a portfolio with an annualised return of 6% provides an actual return of 19.1%, rather than 18%, as you might expect, due to the effect of compounding.

Resource transformation

Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.
Risk level

Track record

Explore our track record for our Resource transformation portfolios, and see how our results compare to competitors. These figures refer to past performance, which is not a reliable indicator of future performance.

*The return since the launch of the portfolios, shown as a compound annual rate. For example, over three years, a portfolio with an annualised return of 6% provides an actual return of 19.1%, rather than 18%, as you might expect, due to the effect of compounding.

Evolving consumer

Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.
Risk level

Track record

Explore our track record for our Evolving consumer portfolios, and see how our results compare to competitors. These figures refer to past performance, which is not a reliable indicator of future performance.

*The return since the launch of the portfolios, shown as a compound annual rate. For example, over three years, a portfolio with an annualised return of 6% provides an actual return of 19.1%, rather than 18%, as you might expect, due to the effect of compounding.

As with all investing, your capital is at risk. The value of your portfolio can go down or up and you may get back less than you invest. Thematic Investing has specific risks and is not for everyone. A trend isn’t guaranteed to deliver positive investment returns. Our themes, like Resource Transformation, don’t include ESG considerations. For example, Resource Transformation is likely to involve a mix of renewable and non-renewable materials and energy sources.