‘Disruptive’ and ‘innnovation’ fund descriptions have been over-used and lost meaning, says Karen Kharmandarian, who explains how Thematics Asset Management selects companies for a themed fund.

‘Disruptive’ and ‘innnovation’ fund descriptions have been over-used and lost meaning, says Karen Kharmandarian, who explains how Thematics Asset Management selects companies for a themed fund.
The funds are now available to Singapore retail investors and have been submitted to the SFC for sale in Hong Kong.
Amundi subsidiary CPR Asset Management intends to launch a series of thematic funds to Singapore’s retail investors.
The bank is also looking at adding ‘liquid private markets’ products to its platform and is steering away from narrow thematic products.
Ex-Pictet AM managers co-founded a firm under Natixis IM and have launched similar thematic products.
UOB Asset Management and Blackrock have also registered thematic funds in the Lion City.
Wellington Management will be the sub-adviser for the product.
Marie-Laure Schaufelberger, Geneva-based senior product specialist, explains why a high dividend fund was turned into the growth-oriented ‘smart city’ fund.
Part of the Mark Allen Group.