Themes of the future
Access to digital infrastructure, digital empowerment, protection of the digital environment and digital security are investment areas with a future.
We use mobile phones at every opportunity. Yet digitalisation has long since taken hold in many other areas of our lives. Reason enough to focus on the topic now and make more out of your portfolio. With our “Digital Economy” thematic fund, we focus on companies that are drivers of high growth, innovation and sustainability.
The Internet, mobile technology and artificial intelligence have revolutionised interactions between us humans. At the same time, these technologies are paving the way for new business models and broader access to information and services. This benefits the economy: the market research institute IDC estimates that spending on corporate IT alone will be around USD 4 trillion by 2027. As a trailblazer for change in numerous industries, the digital economy is also crucial for innovation and sustainability. Not least in new areas such as agriculture and medicine.
We invest for you in companies with a solid business and sustainability strategy that we believe are operating successfully. We also take into account how they perform in terms of sustainability. Solutions in the areas of digital infrastructure, security, environmental protection and people empowerment are a priority. We are confident that companies with a positive impact on a sustainability theme can offer greater growth prospects and return opportunities than the wider market.
When selecting stocks, we take into account fundamental data such as the return on invested capital (ROIC). Our objective is to invest in quality companies with a competitive business model, low debt, an attractive ESG profile and a positive return on invested capital.
This fund is suitable for investors who
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