News Thematic Equity Funds surpass USD 11 bn of AuM

Thematic Equity Funds surpass USD 11 bn of AuM

The Thematic Equity Funds family of Credit Suisse Asset Management has reached more than USD 11 bn of total assets under management (AuM). The five funds – Robotics, Security, Digital Health, Edutainment, and Environmental Impact – offer investors unique pure-play exposure to equity investments aligned with the respective themes and focused on the primary forces driving innovation and economic growth. 

In addition, all the funds meet the ESG criteria1 defined under the Credit Suisse Sustainable Investing Framework. The Credit Suisse (Lux) Environmental Impact Equity Fund in particular invests in companies that are committed to accelerating a positive environmental transition while generating financial returns. In doing so, it seeks to contribute to achieving UN Sustainable Development Goals (UN-SDG).

The impressive USD 11 bn of AuM is a testament to the Thematic Equity Team’s distinctive investment approach, and demonstrates Credit Suisse Asset Management’s ability to translate thought leadership and innovation into exclusive and competitive product solutions.

The Credit Suisse (Lux) Edutainment Equity Fund has also reached a milestone of its own, as it celebrated its first anniversary on September 25, 2020. It was launched as the world’s first fund focused on publicly traded companies transforming the education, corporate learning, and talent sectors. Since its inception, the fund gained 32.7%, while the broader equity market returned 10.6%2 (as of September 30, 2020). More information about how the Credit Suisse (Lux) Edutainment Equity Fund is helping to reshape the education industry will be available in our first impact and engagement report. Details of the report will follow soon.

We are confident that all of the Thematic Equity Funds will remain popular with investors for years to come as they continue to provide our clients with pure-play exposure to fast-growing themes that we believe are well positioned to enjoy long-term secular growth.