Globalance World

Megatrend Exposure

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Scottish Mortgage Investment Trust Plc

The objective is to maximise total return from a portfolio of long term investments chosen…

0.5%

% of portfolio

86%

Global Megatrends Exposure

Scottish Mortgage Investment Trust Plc

Megatrends Exposure

  1. Digitisation

    This Asset

    46%

    This Portfolio

    20%

    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. Urbanisation

    This Asset

    37%

    This Portfolio

    15%

    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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  3. Automation

    This Asset

    34%

    This Portfolio

    13%

    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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  4. Consumer Society

    This Asset

    23%

    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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  5. Knowledge Society

    This Asset

    19%

    This Portfolio

    4%

    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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  6. New Mobility

    This Asset

    16%

    This Portfolio

    3%

    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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  7. Health & Age

    This Asset

    14%

    This Portfolio

    19%

    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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  8. Resource Scarcity

    This Asset

    14%

    This Portfolio

    13%

    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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  9. Climate & Energy

    This Asset

    13%

    This Portfolio

    15%

    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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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
Space Exploration Technologies Corp. Class A78%25.6%
Taiwan Semiconductor Manufacturing Co., Ltd.100%6.4%
NVIDIA Corporation100%5.0%
Amazon.com, Inc.100%3.1%
ASML Holding NV100%3.1%
MercadoLibre, Inc.100%3.0%
Moderna, Inc.100%2.2%
Meta Platforms Inc Class A100%2.2%
Ferrari NV0%1.7%
Shopify, Inc. Class A100%1.7%

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