Union Bancaire Privée (UBP) has expanded its equity product range with the launch of a Multifunds Secular Trends strategy, an innovative investment solution that combines thematic investing with a long-term view.
This long-only strategy will consist of investing in a concentrated portfolio of 10 to 20 high-conviction thematic equity Ucits funds, with exposure to four key trends that are reshaping society and the global economy: climate change, demographics, consumption patterns and disruptive innovation. The strategy is based on the conviction that these trends will continue to create favourable conditions for leading companies that are able to develop and adapt, and it will provide an innovative investment opportunity for active investors.
The strategy will be managed by UBP's Multi-Management & Fund Research team. Didier Chan-Voc-Chun, head of the team, said: "No single organisation has the resources and expertise to outperform consistently in every market, across all trends and thematics. In a world where disruptive innovation is blurring the lines between countries, sectors, and industries, thematic investments are emerging as an ideal tool for UBP's clients. One of our key attributes is our third-party fund selection team, and open architecture lies at the heart of our solution offering."
The transparency, consistency and asset capacity of our third-party fund partners, along with alignment of interests and viable business models will be key criteria for manager selection.
Not only is the portfolio strengthened by its diversification, it also incorporates Environmental, Social and Governance (ESG) factors that offer attractive long-term attributes such as engagement and sustainability. In identifying a wide range of themes across the four interconnected, long-term trends, including resource efficiency, clean energy, ageing populations, millennials, urbanisation, digitalisation, healthcare innovation and water supply, the portfolio's performance is future-proof.