AIB Life Megatrend Equity

Megatrend Equity is a global equity fund that invests fully in the ILIM Thematic Equity UCITS Fund. It is designed to gain exposure to companies expected to benefit from three long-term megatrends: technological disruption, environmental opportunities and future living. The fund is managed by Irish Life Investment Managers and uses a passive approach.

Megatrend Equity follows a megatrends strategy built on industry and macroeconomic research. It seeks companies that are expected to have positive exposure to the fund’s chosen trends, rather than trying to pick stocks based on short-term market views. The fund also applies sustainability considerations by excluding or reducing exposure to companies with poorer sustainability characteristics and increasing exposure to those with better ones.

Megatrend Equity is globally diversified and can invest across regions including the United States, Eurozone, emerging markets, Japan and the United Kingdom. Its sector exposure spans areas such as Information Technology, Industrials, Healthcare, Consumer Discretionary and Utilities. This broad spread means the fund is not tied to one single country or industry, but it can still be affected if certain sectors tied to the megatrends fall out of favour.

Megatrend Equity’s top holdings include NVIDIA, AstraZeneca, Siemens Energy, Tesla, Johnson & Johnson, Apple, Teradyne, Nokia, Eli Lilly and Vestas Wind Systems. These names give a sense of the fund’s tilt toward technology, healthcare, energy transition and other future-focused themes. Because the fund invests through an underlying thematic equity fund, the portfolio is shaped by those megatrend exposures rather than a broad market index alone.

Megatrend Equity may suit investors who want global equity exposure with a focus on long-term structural themes and sustainability characteristics. It has a risk rating of 6, which indicates a relatively high level of risk compared with lower-rated funds. In plain language, that means its value can rise and fall significantly, so it is better suited to investors who can accept larger short-term swings.