Beating the market | 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’.

Performance Summary as of 31 January 2021:

Returns to 31 January 2021	QTD	YTD	1yr	2yr	3yr	5yr	7yr
Global Thematic (Unhedged)	-0.5%	-0.5%	10.0%	20.4%	13.4%	13.7%	15.7%
MSCI ACWI (Unhedged)	-0.5%	-0.5%	5.6%	9.7%	9.4%	11.8%	11.9%
+/- Benchmark	0.1%	0.1%	4.4%	10.7%	4.0%	1.9%	3.9%

Calendar Year Returns	2020	2019	2018	2017	2016	2015	2014
Global Thematic (Unhedged)	16.2%	30.3%	-0.6%	26.4%	0.3%	21.6%	16.7%
MSCI ACWI (Unhedged)	9.5%	26.5%	-3.4%	22.2%	6.4%	11.9%	10.6%
+/- Benchmark	6.7%	3.8%	2.8%	4.3%	-6.1%	9.8%	6.1%

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