Theme wikifolio: Beyond Trends - Global Growth

Beyond Trends invests in global megatrends that will shape the economy, technology and society in the long term. The portfolio bundles leading thematic ETFs to reflect structural growth beyond short-term market movements.

---

Performance

Performance table

Year: 2025 2026

month	Value	Change compared to previous month	Change since the beginning of the year
January	106,00 €	0,00 %	0,00 %
February	108,49 €	2,35 %	2,35 %
March	–	–	–
April	–	–	–
May	–	–	–
June	–	–	–
July	–	–	–
August	–	–	–
September	–	–	–
October	–	–	–
November	–	–	–
December	–	–	–

---

Strategy & approach

Special feature	Focus on future topics that go beyond traditional indices
Objective	Participation in the major structural changes in the global economy
Realisation	Investment in companies and ETFs that are active in areas such as digitalisation, sustainability, health, mobility or demographics.

---

Core information

Start date	28/10/2025
Risk class	opportunity-orientated
Investment universe	All equities, equity ETFs and equity funds available on Wikifolio.com
Fee model	15% Performance fee
Strategy	Investing in companies and markets that benefit from long-term megatrends
Performance comparison	For comparison
Trading idea	complete trading idea on Wikifolio.com

---

Portfolio breakdown

Asset class	Share
Equity ETFs	100 %
Bond ETFs	0 %
Commodity ETCs	0 %
Crypto ETCs	0 %

---

Basic structure & weighting (October 2025)

ETF / commodity	ISIN	Weighting
Shares 100%
Amundi MSCI Robotics & AI	LU1861132840	12%
Amundi MSCI Disruptive Technology	LU2023678282	12%
iShares Global Water	IE000CFH1JX2	12%
iShares Smart City Infrastructure	IE00BKTLJC87	12%
BNP Paribas Easy ECPI Circular Economy Leaders	LU1953136527	12%
iShares Digital Entertainment and Education	IE00023EZQ82	12%
L&G Healthcare Technology & Innovation	IE00BK5BC677	10%
iShares Electric Vehicles and Driving Technology	IE00BGL86Z12	8%
Invesco Global Clean Energy	IE00BLRB0242	5%
WisdomTree BioRevolution	IE000O8KMPM1	5%

---

Stock market coverage (October 2025)

Asset class	Cover
Shares (100%)	approx. 750 companies ~20% of the stock market covered by market capitalisation

---

Global equity market coverage (October 2025)

Region	Share in the block of shares
North America	approx. 65%
Europe	approx. 16%
Pacific (Japan, Australia, New Zealand)	approx. 8%
Emerging markets (China, India, Taiwan, South Korea, etc.)	approx. 9%
Latin America	approx. 1%
Africa & Middle East	approx. 1%

---

Sector allocation (October 2025)

Industry	Share in the block of shares
Information technology	approx. 38%
Industry (incl. robotics, infrastructure, etc.)	approx. 20%
Healthcare (incl. Healthcare Tech, BioRevolution)	approx. 15%
Non-cyclical consumption (water, food, household goods)	approx. 8%
Cyclical consumption (digital entertainment, e-mobility)	approx. 7%
Utilities (water & energy suppliers)	approx. 5%
Materials (battery raw materials, recycling, circular economy)	approx. 4%
Energy (Clean Energy)	approx. 3%

---

Strategic summary

Beyond Trends relies on a Broadly diversified mix of technology, sustainability, infrastructure, healthcare and life sciences. The strategy combines ten complementary future themes, reduces cluster risks through balanced weighting and focuses on innovations that transform entire industries and drive global growth for years to come.