Citywire Selector - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Boutique CIO: my top thematic funds to follow

Boutique CIO: my top thematic funds to follow

Thematic funds can act as a great tool for investors looking to invest in something they are passionate about as well as gain returns. Whether its thematic equity, robotics or industrials, there is something for everyone.

In this edition of 'Selector Snapshot', one investment professional highlights his favourite thematic bets.

Selector: Chris Van Den Ameele (CIO)

Company: De Raekt (Luxembourg) 

Investors always have their own interests and preferences, my personal preference is water. I love the whole water industry, fresh water is scarce and its only 3% of the total water quantity we have on earth.

I think consumption, transportation and purification of water are important and, because of this, I have been a tremendous supporter of the Pictet Water fund since it first launched.

I also like the Credit Suisse Security fund, as I like to play themes like this rather than geographical or sector plays. The Credit Suisse Security fund is of interest for us because when we look at the world there are a lot of issues surrounding security issues.

It’s not just terrorism, as there are problems with food testing, and there was recently an egg scare in the Netherlands. There is also IT testing. At the moment many people are afraid that computers are being hacked and can be accessed by people who are not validated to do so.

All of these themes are quite interesting. I love the thematic approach, and I am able to incorporate this as well as making sure my sectoral approach is still properly upheld.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Events
  • Citywire Alternative Ucits Retreat 2017

    Citywire Alternative Ucits Retreat 2017

  • Citywire Milan 2017

    Citywire Milan 2017

  • Citywire Paris 2017

    Citywire Paris 2017

  • Citywire Deutschland 2017

    Citywire Deutschland 2017

  • Citywire DACH 2016

    Citywire DACH 2016

  • Citywire Italy 2016

    Citywire Italy 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Alt Ucits 2016

    Citywire Alt Ucits 2016

  • Citywire Berlin 2016

    Citywire Berlin 2016

  • Citywire Switzerland 2016

    Citywire Switzerland 2016

  • Citywire Amsterdam 2016

    Citywire Amsterdam 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Deutschland 2016

    Citywire Deutschland 2016

  • Citywire Latin America 2016

    Citywire Latin America 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Munich 2016

    Citywire Munich 2016

  • Citywire Paris Alt Ucits 2016

    Citywire Paris Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016