The Legal & General Global Thematic Fund offers access to the potential long-term growth investing opportunities of LGIM’s full range of established thematic investment strategies in a single, convenient unit trust.
What is thematic investing?
Thematic investing refers to investment strategies that look to capitalise on long-term macro trends and structural changes, rather than short-term fluctuations. These trends can be technological, geopolitical, environmental, macroeconomic or social in nature.
That’s the rough definition, but what makes LGIM’s approach to thematic investment unique? At LGIM, thematic investing means looking beyond traditional sector approaches to discover the companies driving or benefitting from the economies of tomorrow.
Examples of thematic investing
Thematic investing is about identifying those opportunities that are created by structural and foundational changes in our lives, our work and our society. Examples of such opportunities that feature in the fund include:
- Investing in water technology
- Investing in sustainable energy
- Investing in AI technology
- Investing in healthcare technology
- Investing in the battery value chain
Our approach to thematic investing
It is little wonder that thematic investment strategies have risen in popularity in recent years, thanks to their ability to capitalise on structural and foundational changes in the way we live and work.
As the number of thematic investment strategies has proliferated, we wanted to make it easier than ever to access these long-term growth opportunities by creating a single point of entry to a diversified, risk-balanced index of companies involved in multiple long-term themes.
How does this shape our approach to thematic investing? We combine the investment universes of our existing individual thematic strategies with a quantitative model that balances exposure to different themes, and the ability to add or remove themes over time. Because of this, the Legal & General Global Thematic Fund can help investors looking to get a return from long-term drivers of change without having to pick and choose between themes.
Matthew Griffin
Matthew Griffin, described as “The Adviser behind the Advisers” and a “Young Kurzweil,” is a world-class futurist and strategic adviser helping to build Centennial companies. He is the founder of the 311 Institute, a global Futures and Deep Futures consultancy working across the next 50 years, and the World Futures Forum and XPotential University, two philanthropic organisations whose mission is to reduce global inequality and ensure the benefits of the future are accessible to everyone, irrespective of their abilities or background. He is also the author of the Codex of the Future series.
Exposure to long-term growth themes
The world is forever changing, and it takes knowledge and expertise to know how to invest in green energy, healthcare and other long-term drivers of change. Here are just some of the structural trends that we monitor so that we can inform you of the best potential investment opportunities.
Technology
Technology has been at the forefront of every economic revolution, and this is more evident now than ever. Every industry is at risk of being disrupted by new technologies, so funds investing in AI and other innovations increasingly matter.
Energy and resource
Climate constraints and technological improvements are radically changing the way we think about energy. The need for clean energy solutions, investment in water infrastructure and the battery revolution are here to stay.
Demographics
The population in the developed world is ageing while a new young middle class is growing in emerging economies. These changing dynamics are setting in motion a profound shift in consumer needs and behaviour.
Meet our Global Thematic team
Howie Li
Head of ETFs
Aanand Venkatramanan
Head of ETF Investment Strategies
Dave Barron
Head of Index Equity & Smart Beta
We scour the globe for the specialist experts on individual themes – from investing in sustainable energy to knowing how to invest in water. This helps us understand the investment implications and opportunities as themes evolve over time.
We collaborate with industry-leading partners such as ROBO Global and Global Water Intelligence to deliver unique investment strategies to our clients, ensuring that they capture the best-in-class opportunities from companies either driving, or benefitting from, these thematic changes.
Get in touch
If you are a financial adviser and would like to contact our sales support team please call 03450708684 or email on the link below
Key risk
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested.
The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing in this fund is available in the prospectus at https://fundcentres.lgim.com/uk/ad/fund-centre/