theme fund

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 ?
2) Talk show host Montel Williams, right, with Tara Westwood, flashes a peace sign during the theme fund raiser.
Since inception, the young Phoenix Funds have produced strong results - with Phoenix Small Cap returning 72 percent, earning it a #2 ranking out of 359 small company growth funds, and with Phoenix Strategic Theme Fund returning 27 percent, earning it a #26 ranking out of 182 capital appreciation funds (class A NAV shares, 10/19/95 through 10/17/96, according to Lipper Analytical Services).
Phoenix Small Cap and Strategic Theme Funds are managed by Bill Newman, chief investment strategist at Phoenix Duff & Phelps since March 1995.
Most recently, Canning served as associate portfolio manager of Phoenix Strategic Theme Fund, one of two equity funds introduced in October 1995.
Newman, who is the portfolio manager of Phoenix Strategic Theme Fund and Phoenix Small Cap Fund, said, "Mary has worked closely with me on strategy for the last year.
In addition, the company offers the Phoenix Strategic Theme Fund, managed by Newman.
He has been instrumental in the successful launch of two new mutual funds for the fund family, Phoenix Strategic Theme Fund and Phoenix Small Cap Fund.
The Phoenix Strategic Theme Fund identifies major trends emerging from cultural, demographic, technological or lifestyle changes and invests in the companies that will benefit from these trends.
1, 1995--Phoenix Funds recently announced the launch of two new equity mutual funds: Phoenix Strategic Theme Fund and Phoenix Small Cap Fund.
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;