Globalance World

Megatrend Exposure

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Finreon SGKB Carbon Focus DU

The fund's investment objective is to achieve the highest possible growth in value. At lea…

Asset Value

1.5%

% of portfolio

78%

Global Megatrends Exposure

Finreon SGKB Carbon Focus DU

Megatrends Exposure

  1. Digitisation

    This Asset

    49%

    This Portfolio

    47%

    The term digitization covers all forms of technically networked digital communication such as broadband communication, the Internet of Things, artificial intelligence, Big Data, e-commerce, smart home or Industry 4.0.

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  2. Knowledge Society

    This Asset

    27%

    This Portfolio

    15%

    Knowledge is losing its elitist character; the global level of education is higher today than ever before. In particular, the interaction with the megatrend digitization is changing our knowledge of the world and the way we handle information. Thanks to the Internet, access to information worldwide has become much better and fairer.

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  3. Urbanisation

    This Asset

    24%

    This Portfolio

    20%

    Urbanization is the spread of urban forms of life. On the one hand, this can be expressed in the growth of cities, on the other hand, by infrastructural development of rural regions comparable to urban standards and by changed social behaviour of the inhabitants of rural areas.

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  4. Health & Age

    This Asset

    23%

    This Portfolio

    20%

    In developing countries, access to affordable basic care and survival (life expectancy, child mortality) are central. In OECD countries, health and happiness can hardly be separated. People place new expectations on the health system, companies and infrastructures and wish to live in health-promoting environments.

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  5. Consumer Society

    This Asset

    22%

    This Portfolio

    16%

    In consumer societies the satisfaction of needs and pleasure is possible through consumption. This megatrend has numerous positive and negative interdependencies between economy, society and environment.

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  6. Automation

    This Asset

    19%

    This Portfolio

    16%

    Automatization is the technology by which a process or procedure is performed with minimal human assistance. It is the use of various control systems for operating equipment such as machinery, processes in factories, boilers and heat treating ovens, switching on telephone networks, steering and stabilization of ships, aircraft and other applications and vehicles.

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  7. Resource Scarcity

    This Asset

    17%

    This Portfolio

    18%

    We humans consume more natural resources than are available to us. They include finite materials (e.g. minerals, ores for industrial metals, phosphorus, sand, fossil groundwater, etc.), renewable resources (e.g. food raw materials, fish stocks), as well as the quality of the soil, the health of the plant and animal world and biodiversity.

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  8. Climate & Energy

    This Asset

    17%

    This Portfolio

    16%

    The megatrend climate and energy is one of the most omnipresent trends of our time. The last time the global temperature was as high as it is today was 100.000 years ago. The concentration of CO2 was last at today's level three to four million years ago.

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  9. New Mobility

    This Asset

    11%

    This Portfolio

    4%

    Technical innovations and changing human needs are becoming the driving force behind new forms of mobility: networked, digital, emission-free and shared. What we are experiencing is an evolution of mobility.

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Fund Map

This Map details Holdings of the Fund and their Scores.

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Data source: FactSet

 
Asset Name
Global Megatrends Exposure
% of fund
NVIDIA Corporation100%6.5%
Apple Inc.92%6.5%
Microsoft Corporation100%5.0%
Alphabet Inc. Class A100%3.5%
Alphabet Inc. Class C100%2.8%
Meta Platforms Inc Class A100%2.0%
Eli Lilly and Company100%1.5%
Visa Inc. Class A65%1.1%
Johnson & Johnson100%1.0%
Micron Technology, Inc.100%0.9%

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