3 Things to Know About Thematic Funds

From cannabis funds to artificial intelligence, investors have been piling into thematic investment options. Morningstar research shows where the money is going and why

Ben Johnson 14 April, 2020 | 2:40PM

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The global menu of thematic funds has ballooned in recent years as a growing number of funds attempt to harness secular growth themes, which can include everything from artificial intelligence to cannabis. This steady supply of niche and often gimmicky funds from asset managers has increased demand from investors for clarity and guidance around this part of the market; investors need to be able to separate fad from theme.

To help meet this demand, Morningstar has developed a taxonomy for classifying such funds. Using this framework, we can analyse key trends in the market for thematic funds and help investors better navigate this landscape.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Ben Johnson

Ben Johnson  is director of passive funds research at Morningstar.

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