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Thematic Opportunities

Investing in pure-play growth themes

Why invest in Thematic Opportunities?

Our Thematic Equity strategies: Security and Safety, Robotics and Automation, Digital Health, Edutainment and Education Technology, Environmental Impact, and Infrastructure, are built around the belief that long-term structural forces of change are creating the potential for returns that other investment approaches might overlook. These strategies focus on the large universe of exciting pure-play small- and mid-cap companies offering products and services that are disrupting markets and challenging legacy incumbents.

We seek to capitalize on their innovative solutions while reducing beta by creating a single fund that makes direct investments in stocks from across our all our Thematic Equity strategies.

Why now?

The Credit Suisse (Lux) Thematic Opportunities Equity Fund is a broad-based and diverse solution with significant growth potential. It satisfies the ESG1 criteria set out under the Credit Suisse Sustainable Investing Framework. Active and disciplined portfolio management chart a course through a dynamically changing investment world evolving under the influence of factors like digitalization, globalization, and demographic shifts. The fund’s “big picture” approach seeks to generate distinguishing risk-adjusted returns by investing in companies poised to excel in this transforming landscape.

1 The abbreviation ESG stands for environmental (E), social (S), and governance (G). More information available at credit-suisse.com/am/esg. For further information about the ESG investment criteria, please visit credit-suisse.com/esg

Risks

  • Equity markets can be volatile, especially in the short term.
  • Investors may lose part or all of the invested amount.
  • A focus on specific themes can lead to significant sector, country, and regional exposures.
  • A slowdown in the world economy could impact the growth outlook for our themes.
  • Exposure to small and mid caps can result in higher short-term volatility and may also carry greater liquidity risk.
  • The funds may be affected by greater political and economic risks due to their exposure to emerging markets.
  • In cases of significant inflows or outflows, there may be a disparity in the value date between stocks from different countries, which can result in unintended short-term currency exposures.

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