The economy digitization is accelerating like never before as illustrated by the rise of the Metaverse, a 3D digital world in which people will direct avatars to play, socialize  share experiences, shop, work and learn.

This secular transformation requires a massive upgrade of the technology infrastructure, with 5G, edge computing, cybersecurity and blockchain coming into play.

On the sustainability front, the need to reduce greenhouse gas emissions and tackle the growing population challenge is reshaping traditional industries and giving rise to a new generation of innovations in food, water and clean energies.

A good way to play these innovations is through a multi-thematic portfolio that gives exposure to each theme’s secular growth while offering risk diversification.

The Next Generation Tech certificate reflects Synapse Invest’s strongest convictions across its various themes for a total of c.40 positions.

The portfolio’s exposure (excl. cash) to each single theme is comprised between 5% and 20%, the investment manager having the ability to make allocation decisions based on specific technology developments, earnings potential and macro events.

INSIGHTS

Hydrogen & Electrons: Solar Installers Riding The Energy Crisis And Secular Drivers

Solar energy in the US has benefited over the years from a highly supportive tax policy, consumers’ pursuit of clean energy and sharply declining costs, leading residential solar installations to reach an expected record in 2022 according to BloombergNEF. As an illustration, residential photovoltaic installers delivered impressive revenue growth in their latest quarter with Sunrun…

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Product Details

NAV & Performance

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ISIN

DE000US8FB90

Currency

USD

Type

Active Equity

Issuer / Rating

Kepler – UBS / S&P A+

Inception Date

17.02.2020

Liquidity

Daily