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Wholesale investors only

Beating the market
with ‘winning themes?’


Here’s why it’s smart.


The ‘Kiwi’ guide to Global Thematic investing.

Global Thematic Investing is an approach based on identifying underlying market trends - which we call ‘global themes’ - that can amplify the earnings growth of certain companies and sectors.

Where passive investors take the market return - and active investors pick stocks to try and beat it – Global Thematic focuses on ‘winning themes’, ahead of individual stocks. This allows for greater flexibility to follow changing trends instead of a fixed investing style – and can provide greater agility and potential resilience in changing market conditions,  whether ‘bull’ or ‘bear’.

Get the full detail
on Global Thematic
investing

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OUR TRACK RECORD - CONSISTENT OUTPERFORMANCE

Global Thematic
vs MSCI ACWI:

GTvsMSCI-March2020
GTvsMSCI-Q12020

100 basis points equates to 1%

Performance Summary as of 31 August 2020:

Returns to 31 August 2020 QTD YTD 1yr 2yr 3yr 5yr 7yr
Global Thematic (Unhedged) 6.5% 13.5% 14.3% 13.5% 17.6% 11.8% 16.1%
MSCI ACWI (Unhedged) 6.5% 4.9% 9.3% 4.9% 11.7% 9.5% 11.9%
+/- Benchmark 0.0% 8.6% 5.0% 8.7% 5.9% 2.3% 4.2%

 

Calendar Year Returns 2019 2018 2017 2016 2015 2014 2013
Global Thematic (Unhedged) 30.3% -0.6% 26.4% 0.3% 21.6% 16.7% 35.1%
MSCI ACWI (Unhedged) 26.5% -3.4% 22.2% 6.4% 11.9% 10.6% 23.7%
+/- Benchmark 3.8% 2.8% 4.3% -6.1% 9.8% 6.1% 11.4%

Global Thematic Fund inception date: 25 October 2018. Performance source prior to Fund inception date: Satellite strategy
Returns over one year are annualised.

See Global Thematic fund fact sheet

HOW KIWI INVEST BUILD OUR THEMATIC APPROACH

Kiwi Invest is the only NZ provider to offer a Global Thematic fund and approach of this type - and the success of this approach comes from applying the insight and experience of our ‘thematic’ specialists, to the following steps: 

Kiwi Invest_Identifying

Identifying potential themes – from our sources, research and insight.

Kiwi Invest_Optimising Performance

Evaluating against criteria: Specific, Investable, Overlapping

Kiwi Invest_Excellence

Selecting large-cap, highly-liquid market leaders

Kiwi Invest_Risk Restrictions

Reducing risk – using ‘clusters’, weighting & short / long term strategies

Kiwi Invest_Responsible Iinvestments

Considering exclusions – combining themes with ESG.

GET THE FULL DETAIL ON GLOBAL THEMATIC

SPOTLIGHT THEME

April: Nesting – a global theme growing within lockdown

The strict rules of lockdown are forcing consumers around the world to find new ways to kill time – and companies that benefit from people staying at home have performed well during the Covid-19 led sell-off.

Read more.

 

Global Thematic Portfolio Manager, Nathan Field, explains the decisions that have helped cushion the impact of Covid-19, and open up opportunities for our ‘Kiwi’ investors.

 

Global Thematic Portfolio Manager, Nathan Field, explains the decisions that have helped cushion the impact of Covid-19, and open up opportunities for our ‘Kiwi’ investors.

Talk to our team about the role Global Thematic can play in your strategy.

simon

Simon O’Grady
Chief Investment Officer
simon.ogrady@kiwiinvest.co.nz

nathan

Nathan Field
Portfolio Manager, Global Thematic
nathan.field@kiwiinvest.co.nz

peter

Peter Verhaart
Head of Wholesale & Private Investment
peter.verhaart@kiwiinvest.co.nz

Matthew Laing (2)

Matthew Laing
Wholesale Sales Manager
matthew.laing@kiwiinvest.co.nz

Find out why NZ’s smart money, grows here.

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