Back the trends shaping the world
Take a stance with your portfolio. Choose from a hand-picked set of Themes - each one focused on a global trend that's already reshaping industries.
Pick the trends you believe in
From AI to Clean Water, each Theme is a carefully curated basket of companies at the forefront of a global trend. Invest in one, a few, or all seven - and build a portfolio that reflects how you see the world.
The businesses powering the rise of AI - from the chipmakers and data centres underneath to the software putting it to work across the real economy.
The companies designing, manufacturing and equipping the chip industry - from the foundries to the specialised equipment makers that supply them.
The businesses building the energy transition, from renewable generation and grid infrastructure to the components and technology making it all work.
The global businesses behind the water industry - utilities, treatment and infrastructure, plus the technology that monitors and manages it.
The companies pushing the frontier of medicine - large-cap pharma through to biotech, genomics and digital-health innovators.
Direct exposure to the gold spot price, backed by physical bars held in allocated storage with an institutional custodian in London.
The companies the world is rearming with - aerospace and land-systems primes through to defence electronics, technology and services.
Choose the trends you want to back
Each Theme is built around companies leading a specific global trend. Add the ones that match your view of the world - and skip the ones that don’t.
Why add Themes to your portfolio?
Most investing is about diversification. Themes are different - they’re for when you have a view that a specific technology, industry or structural shift will be a long-run driver of returns, and you want concentrated exposure to it.
For when you have conviction
Themes are satellites, not cores - built to sit alongside your core portfolio, not replace it. Pick the trends you have genuine conviction in and back them with concentrated exposure.
Curated and screened for you
Each Theme packages a global trend into a single, professionally-screened passive investment. Skip the stock-picking grind - choose the big idea, and we handle the underlying asset selection and rebalancing.
Low minimums, tax-efficient
Start any Theme from just £1,000 and hold it in a tax-efficient ISA or a general investment account. Low-cost, transparent, and easy to test out the trends that interest you.
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Any questions on Themes?
Quick answers to your top questions
A Theme is a curated basket of investments focused on a specific global trend - like AI, Clean Water, or Healthcare Innovation. Rather than picking individual stocks, you invest in the whole trend in one go.
We're not stock-picking. Each Theme is built from ETFs (exchange-traded funds) that our investment team has researched and selected for their exposure to a given trend - so you get a researched, diversified way to back a trend without having to find the funds yourself.
You can start investing in any Theme from £1,000. There are no large minimum thresholds - Sidekick is designed to make this kind of investing accessible regardless of how much you have to start with.
Ready Made portfolios are broadly diversified across asset classes and built around a risk level, for hands-off long-term growth. A Theme is more focused - it concentrates on a single trend you want exposure to. Both are built from funds our team has researched.
Yes. Because a Theme concentrates on a single trend, it can be more volatile than a broadly diversified portfolio. The value of your investment can fall as well as rise, and you may get back less than you invest.