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MIND THE GAP
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Theme funds: tread with care
Ultimately, they belong in the 'satellite' portion of an investor's allocation - and should be added only after homework has been done, and clear exit targets have been set
Genevieve Cua
Published Mon, Jul 05, 2021 · 5:50 am
Thematic funds typically grab our attention because the narrative surrounding such funds is convincing, almost compelling. Think Internet of Things or robotics or disruptive fintech.
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