Contact

Menu

Thematic Investments

Pure-play approach taking advantage of long-term structural growth drivers

Zoom out and cut through the short-term noise. Our investment teams identify and aim to invest in exciting and attractively valued companies that are on the cutting edge of innovation.
Join us and invest in tomorrow’s winners.

Thematic investing takes advantage of the secular growth themes of our time: from the march of technology and demographic changes to the global response to environmental challenges.

Our investment teams collaborate with experts from industry and academia while conducting their fundamentally based propriety research to find innovative growth opportunities aligned with UN Sustainable Development Goals (SDGs) and focused on attractively valued small to medium enterprises (SMEs).

With their pure-play approach – whereby 50% of a company’s revenues must be based on the theme – investors may gain a focused and diversified exposure to companies driving tomorrow’s most compelling global trends that can be uncorrelated with broader market volatility.

Get in touch with Asset Management

Contact us to learn about exciting investment opportunities. We are here to help you achieve your investment goals.

Opportunities and risks

Reasons to invest

Potential risks

This is a marketing communication.

To the extent that these materials contain statements about the future, such statements are forward looking and are subject to a number of risks and uncertainties and are not a guarantee of future results/performance.

The individuals mentioned above only conduct regulated activities in the jurisdiction(s) where they are properly licensed, where relevant.

Source: UBS, unless otherwise specified.
Unless noted otherwise, all illustrations in this document were produced by UBS AG and/or its affiliates with the greatest of care and to the best of its knowledge and belief.

This material constitutes marketing material of UBS AG and/or its affiliates (hereafter UBS). This material does not constitute or form part of an offer or invitation to issue or sell, or of a solicitation of an offer to subscribe or buy, any securities or other financial instruments, or enter into any other financial transaction, nor does it constitute an inducement or incitement to participate in any product, offering or investment. This marketing material is not a contractually binding document or an information document required by any legislative provision. Nothing in this material constitutes investment research or investment advice and may not be relied upon. It is not tailored to your individual circumstances, or otherwise constitutes a personal recommendation, and is not sufficient to take an investment decision. The information and views expressed herein are those of UBS at the time of writing and are subject to change at any time without notice. They are derived from sources believed to be reliable. UBS provides no guarantee with regard to the content and completeness of the information and where legally possible does not accept any liability for losses that might arise from making use of the information. If nothing is indicated to the contrary, all figures are unaudited. The information provided herein is for the exclusive use of the recipient. The information provided in this material may change after the date of this material without notice and UBS has no obligation to update the information. This material may contain information that is licensed and/or protected under intellectual property rights of the licensors and property right holders. Nothing in this material shall be construed to impose any liability on the licensors or property right holders. Unauthorised copying of the information of the licensors or property right holders is strictly prohibited. This material may not be forwarded or distributed to any other person and may not be reproduced. Any forwarding, distribution or reproduction is unauthorized and may result in a violation of the U.S. Securities Act of 1933, as amended (the ''Securities Act''). In addition, there may be conflicts of interest with regards to the investment. In connection with the provision of services, UBS AG and/or its affiliates may pay third parties or receive from third parties, as part of their fee or otherwise, a one-time or recurring fee (e.g., issuing commissions, placement commissions or trailer fees). Prospective investors should independently and carefully assess (with their tax, legal and financial advisers) the specific risks described in available materials, and applicable legal, regulatory, credit, tax and accounting consequences prior to making any investment decision.
For persons in Hong Kong SAR (China): The information memorandum in relation to any interest and/or investment referred to in this document has not been approved by the Securities and Futures Commission of Hong Kong. Accordingly (a) any interests or securities may not be offered or sold and have not been offered or sold in Hong Kong, by means of any document, other than to (i) “professional investors” as defined in the Securities and Futures Ordinance (Cap. 571) of Hong Kong and any rules made under that Ordinance; or (ii) in other circumstances which do not result in the document being a “prospectus” as defined in the Companies Ordinance (Cap. 622) of Hong Kong or which do not constitute an offer to the public within the meaning of that Ordinance; and (b) no person has issued or had in its possession for the purposes of issue, and will not issue or have in its possession for the purposes of issue, whether in Hong Kong or elsewhere, any advertisement, invitation or document relating to any interest or securities, which is directed at, or the contents of which are or are likely to be accessed or read by, the public in Hong Kong (except if permitted to do so under securities laws of Hong Kong) other than with respect to any interests or securities which are or are intended to be disposed of only to persons outside Hong Kong or only to “professional investors” within the definition of the Securities and Futures Ordinance (Cap. 571) of Hong Kong and any rules made under that Ordinance.
© UBS 2024. All rights reserved.

For General Public only

Source: UBS, unless otherwise specified. 
Unless noted otherwise, all illustrations in this document were produced by UBS AG and/or its affiliates with the greatest of care and to the best of its knowledge and belief.

This material constitutes marketing material of UBS AG and/or its affiliates (hereafter "UBS"). This material does not constitute or form part of an offer or invitation to issue or sell, or of a solicitation of an offer to subscribe or buy, any securities or other financial instruments, or enter into any other financial transaction, nor does it constitute an inducement or incitement to participate in any product, offering or investment. This marketing material is not a contractually binding document or an information document required by any legislative provision. Nothing in this material constitutes investment research or investment advice and may not be relied upon. It is not tailored to your individual circumstances, or otherwise constitutes a personal recommendation, and is not sufficient to take an investment decision. The information and views expressed herein are those of UBS at the time of writing and are subject to change at any time without notice. They are derived from sources believed to be reliable. UBS provides no guarantee with regard to the content and completeness of the information and where legally possible does not accept any liability for losses that might arise from making use of the information. If nothing is indicated to the contrary, all figures are unaudited. The information provided herein is for the exclusive use of the recipient. The information provided in this material may change after the date of this material without notice and UBS has no obligation to update the information. This material may contain information that is licensed and/or protected under intellectual property rights of the licensors and property right holders. Nothing in this material shall be construed to impose any liability on the licensors or property right holders. Unauthorised copying of the information of the licensors or property right holders is strictly prohibited. This material may not be forwarded or distributed to any other person and may not be reproduced. Any forwarding, distribution or reproduction is unauthorized and may result in a violation of the U.S. Securities Act of 1933, as amended (the “Securities Act”). In addition, there may be conflicts of interest with regards to the investment. In connection with the provision of services, UBS AG and/or its affiliates may pay third parties or receive from third parties, as part of their fee or otherwise, a one-time or recurring fee (e.g., issuing commissions, placement commissions or trailer fees). Prospective investors should independently and carefully assess (with their tax, legal and financial advisers) the specific risks described in available materials, and applicable legal, regulatory, credit, tax and accounting consequences prior to making any investment decision.
© UBS 2024. All rights reserved.

Distributor AM: UBS Asset Management (Hong Kong) Ltd 52/F ; Two International Finance Centre; 8 Finance St; Central; Hong Kong  I Language version available: English I Supervisor (Entity of Registration): Hong Kong Monetary Authority (HKMA)
Distributor PB: UBS AG, Hong Kong Branch, 52/F; Two International Finance Centre; 8 Finance St; Central; Hong Kong I Language version available: English I Supervisor (Entity of Registration): Hong Kong Monetary Authority (HKMA)