KIS Innovation Trends is a dollar-denominated thematic equity fund that invests in global equity markets. It seeks to identify the most profitable, innovative, technology-intensive companies that have the potential to become leaders in their respective sectors, according to ESG principles.

The social, economic, health, and climate crisis represents a major change that is disrupting habits and consumption. For investors, it has become essential to analyze long-term trends to capture important investment opportunities in disruption and innovation.

The investment universe is global, with at least 80% invested in international equity stocks. The fund aims to exploit long-term economic and social trends, such as disruptive technologies, which are likely to influence social and consumer behavior, as well as demographic and climate change.

The fund is based on a long-only strategy, with a bottom-up approach and rigorous fundamental analysis. It is actively managed. The moderate level of correlation of the portfolio to the benchmark market allows the fund to function as a valuable tool for diversification and efficiency of equity asset allocation.

The fund aims to achieve long-term capital appreciation, outperforming the benchmark.