The UK-based investment division of international family office Stonehage Fleming has launched a global thematic investor portfolio (GTIP).
Stonehage Fleming Investment Management (SFIM)’s multi-asset portfolio deploys capital thematically into evolving secular trends.
The GTIP will look at six long-term megatrends – societal advancement, automation, digital age, evolving consumer, healthcare innovation, green economy – and their underlying investment themes.
These are identified by using a methodology which serves to objectively rank themes and assess ongoing attraction. It is a concentrated portfolio aimed at investors looking for a longer term, total return framework unconstrained by traditional regional and sectoral boundaries.
Nicholas Mandrinos, partner at SFIM, said: “Clients are increasingly seeking to align investments with longer term megatrends, powerful forces of change felt across societies, economies and markets. It is these megatrends that give rise to the more granular investment themes that we are investing in as part of the GTIP.
“By launching GTIP we seek to capture structural growth opportunities and provide an avenue for clients to allocate capital to investment themes with strong secular tailwinds and potential for sustained above average revenue and earnings growth.”