Equities  

How do thematic funds fit within portfolios?

This article is part of
Guide to thematic investing

"Despite a narrower definition, they still allow for a long-time horizon and a sufficiently broad investment universe for diversification. We also differentiate between longer-term themes and shorter-term topics or sub-themes and actively allocate between these as is needed to extract alpha.” 

Aamina Zafar is a freelance journalist

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