Thématique

Investing in thematic equities is a strategy that favors companies exposed to major long-term trends. These are linked to technology, energy, etc., regardless of geographic zones or traditional sectors. These megatrends guide theme-based investment while being diversified. Through the Thématique portfolio, managed by Investisseur Privé, you invest in megatrends through the best thematic equity funds. Speak with one of our advisors.

Megatrends include technology, energy transition, health, demographics, security, natural resources through the lens of scarcity, etc. Our Thématique portfolio is equally invested in 6 long-term trends: Big Data and AI. Robotics & Automation. Digitalization. Water. Security. Environment. Speak with one of our advisors.

Thematic equities follow an approach based on fundamental trends or megatrends. Traditional equities correspond to an investment strategy by sectors, geographic zones or stock market indices (CAC 40, etc.). Both are complementary in a diversified asset allocation.

Because this investment strategy allows you to: Break free from geographic zones and traditional sectors. Capture the structural growth of sustainable trends. Have a long-term vision. Give meaning to your allocation: innovation, impact, future. The sustainable character of megatrends is reinforced by equities, which are long-term investment assets. The two complement each other within the Thématique portfolio managed by Investisseur Privé. In summary, investing in thematic equities allows you to position yourself in tomorrow's economy, with high gain potential, provided you accept volatility and are patient.

Investing in thematic equities requires good knowledge of the company, its strategy, and its local and/or international deployment, which is not available to everyone. To address this, investing in thematic equity funds is an interesting alternative that has the advantage of ensuring portfolio diversification through exposure to several megatrends. Our Thématique portfolio goes even further, by investing: Equally in 6 megatrends. Through the 6 best equity funds covering them. Speak with one of our advisors!

Investing in thematic equities has the advantage of combining: Strong long-term growth potential. Exposure to economic drivers or sustainable megatrends. These are not passing fads. A complement or diversification to a more traditional equity allocation or stock picking.

The risks of investing in thematic equities include: High volatility inherent to equities but also reinforced by the megatrend as a backdrop. Concentration risk when few sectors and/or companies are represented. Sometimes cyclical or time-delayed performance, hence the need to invest long-term. Sometimes demanding valuations, meaning share prices are already high relative to company fundamentals. The diversification of the Thématique portfolio, managed by the Investisseur Privé team, and its composition in thematic equity funds helps limit risk.

The best tax wrapper for a thematic investment is the one that matches your personal and wealth situation, in terms of objectives, taxation, horizon, etc. The Thématique portfolio invested in thematic equity funds and managed by Investisseur Privé is eligible for 3 tax wrappers: Life insurance: taxation, inheritance and returns. Capitalization contract: usufruct splitting and donation. Retirement savings plan (PER): tax deduction and long-term growth. Book an appointment with one of our advisors!

With managed portfolio management, you delegate the Thématique portfolio allocation and rebalancing to our team. You don't have to do anything, while benefiting from the long-term appreciation potential of the best thematic equity funds, along with balanced diversification across 6 invested megatrends.