The Megatrends portfolio is designed to provide investors with exposure to global themes backed by strong structural trends. By having a core allocation to multi-theme funds, supplemented by focused, single-theme funds, the portfolio aims to capture alpha generation from both a top-down thematic lens and bottom-up stock selection.
The following changes are being recommended to enable the portfolio to better capture and reflect underlying trends:
Replacing existing funds with alternatives that are higher-octane and offer greater upside capture
Introduction of funds that are exposed to exciting and highly relevant sub-themes
The total number of funds in the portfolio increases to seven, from the previous six. Four of the existing funds will be replaced with five new funds, while there are minor tweaks to the allocation of the two other existing funds.
