theme fund

(redirected from Theme Funds)

Theme Fund

A mutual fund that invests predominately or exclusively in securities representing a single thing. For example, a theme fund may invest only in energy stocks, securities related to real estate, or in investment vehicles that conform to a set of ethical standards. While some theme funds can be relatively diversified, many are exposed to the risk that a downturn in the "themed" industry will impact the fund disproportionately. See also: Green fund, Islamic fund, Ethical fund.

theme fund

An investment company that chooses investments according to a particular issue or theme. For example, a fund built on an agricultural theme might invest in the equities of farm equipment manufacturers, chemical companies, and other firms that sell agricultural products. Likewise, an investment company might choose to invest in equities that would reflect an ecological or baby-boomer theme.
References in periodicals archive ?
In its report on UBS, sustainable investment specialist RobecoSAM, which evaluates companies' sustainability practices and rates their performance for the DJSI, commented: " UBS offers a large choice of sustainable investment solutions to its clients, such as impact funds, long-term theme funds, renewable energy and cleantech financing, green bonds, ecomortgages, or energy check-ups for SMEs.
The global pool of available investable funds is massive and the financing of recovery in Cyprus could be a mix of development funding from the European Investment Bank, or similar official sources, as well as institutional investors such as private equity or theme funds (real estate and infrastructure).
Theme funds spread the risk of loss around the world by investing in countries that are reinventing themselves, such as South Africa, Mexico and India.
Investment in theme funds focusing specifically on climate-change mitigation;
Phoenix Small Cap and Strategic Theme Funds are managed by Bill Newman, chief investment strategist at Phoenix Duff & Phelps since March 1995.