This fund gives investors access to a broad range of companies involved in global megatrends. These are big trends shaping shifts in our lived environment — like AI, clean energy, semiconductor technology.
It offers investors the opportunity to get behind this broad range of themes through one passive investment aimed at long-term growth.
This fund invests across a broad range of sectors, but is aimed at a thematic group of megatrends. It tracks the WisdomTree Global Megatrends Equity Index, which includes companies over fourteen different megatrend categories. These themes are reviewed annually in April to ensure themes remain relevant and still adhere to selection criteria.
The index uses corresponding WisdomTree Thematic ETFs where available, for example, in the AI, Cybersecurity, and Cloud Computing themes. For themes without a corresponding index, a rule-based stock selection methodology is used to ensure broad and dynamic exposure.
As part of this fund’s ESG commitments, theme selection is aligned with the UN Sustainable Development Goals, to ensure trends that positively impact sustainability are prioritised.
This is primarily a thematic fund, as it targets a broad but specific group of investment themes. It does track a diverse index, making it a passively managed fund, but there are parameters for companies to be included in the index.
Thematic investments don’t tend to give broad market exposure on their own, so should form part of a diverse portfolio.
HSBC Asset Management is part of the wider HSBC Group, boasting over 50 years experience and managing $600 billion (2024).
HSBC focuses on bringing investors a low-cost range of investment products, with particular strength in global equity and ESG offerings.
VanEck is a privately-held global investment manager with 70 years experience and $114 billion in assets under management (as of mid-2024). Over the last 19 years, VanEck has pioneered over 100 specialty ETFs across a range of innovative thematic sectors such as gold, semiconductors, emerging markets, gaming and others.
iShares ETFs are managed by BlackRock, the world’s largest asset manager, with over three decades of experience in index investing. The team applies rigorous quantitative research and disciplined risk management to deliver diversified, cost-effective market exposure.
With a strong emphasis on transparency and innovation, iShares products are built to support efficient, long-term investment strategies.
BlackRock is the world’s largest asset manager. Founded in 1988, it provides a wide range of investment products and services to institutions, financial professionals, and individual investors worldwide.
Invesco is a global asset manager with over $1.4 trillion in assets (2024). They offer over 240 ETFs, covering equities, fixed income, commodities and thematics.
Founded in 1935, Invesco brings 90 years of experience creating reliable, investor-first solutions.
Vanguard has been providing investment solutions to everyday investors since the 1970s. Today, it manages $10 trillion for over 50 million investors worldwide (2024), sticking to a philosophy of low costs, transparency, and long-term thinking.
State Street Investment Management launched its first ETF in 1993, and has been managing client assets for 47 years. As of March 2025, State Street’s Investment Management division holds $4.67 trillion in assets under management, is the third largest ETF provider and fourth largest asset manager in the world.
Established in 1836, Legal & General (L&G) manages over £1 trillion in assets across equities, bonds, real assets, and multi-asset products. Their asset management arm manages over £517 billion across more than 400 index solutions.
WisdomTree is a global asset manager based in New York. With $116 billion under management (as of April 2025), they are a trusted provider of over 260 ETPs (Exchange Traded Products).
Their investment product philosophy seeks to use unique research to provide investors access to traditionally inaccessible asset classes.
Leader in internet security and performance through its unified cloud computing platform.
A top security platform for cloud applications to monitor and optimise digital operations.
A European aerospace and defense giant, driving innovation across air, space and cyber domains.
Powering tech innovation with world-leading graphic processors — fuelling everything from gaming to AI.
An emerging leader in photonic quantum technologies, building next-gen chips for AI, cybersecurity, and sensing.
A pioneer in cybersecurity specialising in protecting data through cloud services.
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Avg. annual returns
14/05/2024 - 14/05/2025
+
65.04%
-
65.04%
Fund Provider
VanEck
Management Charges
0.55%
Risk level
7 of 7
Category
Thematic
Region
Global
Avg. annual returns
27/06/2022 - 27/06/2025
+
27.13%
-
27.13%
Fund Provider
VanEck
Management Charges
0.35%
Risk level
7 of 7
Category
Thematic
Region
Global
Avg. annual returns
28/06/2020 - 28/06/2025
+
18.65%
-
18.65%
Fund Provider
Invesco
Management Charges
0.65%
Risk level
7 of 7
Category
Thematic
Region
Global
Avg. annual returns
27/06/2020 - 27/06/2025
+
11.72%
-
11.72%
Fund Provider
WisdomTree
Management Charges
0.40%
Risk level
7 of 7
Category
Thematic
Region
Global
Thematic ETFs typically come with a higher risk warning, and investors should be aware of the key information on all of their investments, available in the Key Investor Document (KID).
This fund targets a specific group of themes which, while diverse, cover a narrower slice of the market compared to a broad global index like the FTSE All-World. This might be something to consider if you’re a beginner, as the volatility of these types of investments can be higher.
No. This is an accumulating fund, meaning any returns generated are automatically reinvested for you. This reinvestment type is best suited for investors seeking long-term growth on their investment.
Megatrends are powerful themes that disrupt trends across global economies and societies — things like AI, the shift to renewable energy, semiconductor technology.
Current megatrend examples include but aren’t limited to artificial intelligence, digital transformation, sustainability, quantum computing and cybersecurity.
Current megatrend examples include but aren’t limited to artificial intelligence, digital transformation, sustainability, quantum computing and cybersecurity.
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