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Top thematic managers over five years revealed

Citywire Switzerland looks at the top three thematic managers over the past five years, with specialisms ranging from security to climate change.

Thematic investments encompass a wide range of strategies in different fields, from technology to the environment, and from infrastructure to biotech.

There are 54 fund managers in the Equity - Global Themes sector in the Citywire database, with 11 rated managers.

The average manager in the sector has returned 62.9% over the past five years, while frontrunner’s performance is 113.2%.

Here, we take a look at the top three managers dominating the sector.

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Thematic investments encompass a wide range of strategies in different fields, from technology to the environment, and from infrastructure to biotech.

There are 54 fund managers in the Equity - Global Themes sector in the Citywire database, with 11 rated managers.

The average manager in the sector has returned 62.9% over the past five years, while frontrunner’s performance is 113.2%.

Here, we take a look at the top three managers dominating the sector.

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3. Pascal Dudle, Vontobel AM

Fund managed: Vontobel Fund Clean Technology

Total return over five years: 98.6%

Zurich-based fund manager Pascal Dudle has been working for Vontobel since 2007 and heads thematic investments at the firm.

Prior to joining the firm, he spent ten years at Swiss Re as a clean technology portfolio manager and a strategist for investments in clean technology.

The Vontobel Fund Clean Technology invests in companies that provide technologies and innovative solutions to mitigate climate change and tackle air and water pollution.

The major sectors that the strategy covers are clean water (27.1%), transportation (16.1%), clean energy (15.4%), building and technologies (14.6%), industrials (12.5%), others (7.9%), waste management and recycling (1.8%).

The fund's top three holdings are semiconductor, display and solar company Applied Materials, water technology provider Xylem and photolithography and semiconductor provider ASML Holding.

In a video interview with Citywire Switzerland, Dudle explained why Chinese names have a lot of potential in the clean energy space.

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2. Thomas Sørensen and Henning Padberg, Nordea

Fund managed: Nordea 1 - Global Climate and Environment BP EUR 

Total return over five years: 112.6%

Citywire AA-rated Thomas Sørensen (pictured) was a trade consultant at the Royal Danish Embassy in the Hague before starting with Nordea in Copenhagen. His co-manager Henning Padberg also operates from the Danish capital and started with the firm in 2008.

The two managers invest in companies that operate in alternative energy resource efficiency and environmental protection.  

The biggest sectors in the fund are industrials (33.73%), materials (20.43%) and information technology (15.63%).

Its top three holdings are the UK's National Grid, a US company that offers water, hygiene and energy technologies, Ecolab, and batteries and electronics producer Johnson Controls International.

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1. Patrick Kolb, Credit Suisse

Funds managed: CS (Lux) Global Security Equity Fund B USD,

CS (Lux) Global Robotics Equity Fund B

Total return over five years: 113.2%

Zurich-based Patrick Kolb takes first place in our ranking. Citywire AA-rated Kolb started his career at Credit Suisse in 2005 and has been managing the CS (Lux) Global Security Equity Fund since 2013.

The strategy has $623 million in assets under management and invests mainly in companies active in technology, healthcare and industrials.

The main sectors that the fund invests in are IT security (24.73%), environmental security (19.74%), crime prevention (19.65%), healthcare (18.84%), transportation safety (13.85%) and cash (3.19%).

The top three holdings are internet firm Wirecard, biotechnology company Thermo Fisher Scien and testing laboratories group Eurofins Scientific.

In June 2016, Kolb also started on the CS (Lux) Global Robotics Equity fund, which he co-manages with Angus Muirhead, who joined the strategy in May 2017.

The fund has recently reached $1 billion in assets under management and invests in companies with more than half of their revenues from robotics or automated systems.

Its top three holdings are 3D measurement, imaging and realisation technology company Faro Technologies, Accelerate Diagnostics and software producer Splunk.

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Related Fund Managers

Henning Padberg
Henning Padberg
5/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 47.41%
Pascal Dudle
Pascal Dudle
22/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 30.16%
Patrick Kolb
Patrick Kolb
1/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 66.94%