While disruption (a subcategory of thematic investing) is not a new phenomenon, there are emerging opportunities to gain exposure to these types of innovative companies and themes—if it aligns with your strategy and objectives. Indeed, thematic investing can enable you to invest in long-term trends or themes that you believe in, and thematic funds can allow you to find opportunities that may cut across countries, sectors, and market capitalization.
While disruptors can be found across many areas of the economy, Fidelity has identified 5 key areas of disruption--automation, communications, finance, medicine, and technology.
Fidelity recently launched 6 new disruptive funds:
- Fidelity Disruptive Automation Fund (FBOTX) Invests in companies leading the way in automation, from industrial robotics to artificial intelligence and autonomous driving.
- Fidelity Disruptive Communications Fund (FNETX) Invests in companies changing the way we connect and communicate, from social media to 5G-related digital infrastructure and the internet of things.
- Fidelity Disruptive Finance Fund (FNTEX) Invests in companies helping to deliver more efficient and customized financial solutions, such as digital payments and internet banks.
- Fidelity Disruptive Medicine Fund (FMEDX) Invests in companies that are transforming medical diagnostics, therapies, and services, from gene therapy to robotic surgery and digital health platforms.
- Fidelity Disruptive Technology Fund (FTEKX) Invests in new technologies such as companies delivering cloud computing, harnessing big data, and transforming consumer experiences through internet and mobile platforms.
- Fidelity Disruptors Fund (FGDFX) Brings together 5 disruptive themes—automation, communications, finance, medicine, technology—in a single fund.