Themed funds

The change on this occasion is that inevitably there are things that will never change again, things that are here to stay.

Identifying changes is key when it comes to making investment decisions. Today, the global transformations caused by COVID-19 offer a new social landscape with new investment opportunities.

Past returns do not guarantee future ones. The value of investment funds can fall as well as rise, and you may get back less than you invested.

A new situation: new habits, new behaviours.

New behaviours that are here to stay with direct benefits for three key economic sectors:

Health

Investment in this sector is not just limited to the short term, such as the search for the eagerly awaited vaccine, the development of predictive systems or the supply of materials. There's a long-term horizon as well with new hospitals to be built and new technologies to be developed.

Technology

Technology has played an unquestionable role in enabling us to work from home, attend or give classes online, spend time with loved ones, shop, and much more. Financially, stock market indices with a greater weight in technology have performed the best.

Consumption

The lengthy duration of the health emergency has reinforced remote procurement and created a new habit. Going forward, companies will continue to evolve this business model that has become part of everyday life.

An unprecedented transformation

Because this transformation has been accompanied by three factors which, objectively, are essential criteria for investing:

A transformed future

Most changes are cyclical (fashion or fad); but in this case, we are talking about a 'megatrend': long-term structural changes with foreseeable consequences that will be difficult to alter in the medium term.

Decorrelation

This refers to assets that behave differently to the other assets in the market because of the extraordinary situation the current circumstances have forced on their particular business sector.

Diversification

In most cases – and those are the ones that shape our investment criteria – we are talking about companies with worldwide income sources, companies that add diversification and therefore something extra to our portfolios.

Bankinter Megatrends.

A selection of long-term economic trends and drivers compiled by our analysts and grouped into a single fund.
Name
CNMV REG. NO.
Category
Currency
Risk
Fees and Comissions
Fact sheet/Subscribe
Bankinter Megatrends
CNMV Reg. NO 5408
Equities
EUR
High
1,5%

Bankinter selection.

Selection of funds classified under sector criteria.
Name
CNMV REG. NO.
Category
Currency
Risk
Fees and Comissions
Fact sheet/Subscribe
Candriam Equities Biotechnolgy
CNMV REG. NO. 233
Equities
EUR
High
1,5%
JpMorgan Global Healthcare
CNMV REG. NO. 25
Equities
EUR
High
1,5%