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 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.