Overview
Investment Policy
The sub-fund will invest primarily in equities (at least 90%). In addition, it may also invest in money market instruments, units in collective investment schemes, deposits, financial derivatives, cash equivalents, and any other instruments to the extent permitted by applicable regulations and consistent with the objective stated above.
This portfolio invests primarily (at least 90%) in global equities across six forward-looking and “future-proof” sectors, inspired in part by the major macroeconomic trends identified in Geert Noels’ book *Econoshock*. Specifically, these investment themes are:
- Technology
- Consumer goods, lifestyle, luxury
- Life Sciences
- Resilience (including climate, energy)
- Raw Materials and Industry
- Food and Agriculture
Target Audience
The sub-fund is suitable for institutional investors who view an investment fund as an easy way to participate in developments in the financial markets, with an investment horizon of more than 5 years.
Investment Objective
The objective of the fund is to provide shareholders with the highest possible return through direct investments in tradable securities. This is reflected in a focus on capital appreciation and income. To this end, the assets are primarily invested in stocks.
Fund Structure
Fund Management
Bernard Thant
Portfolio Manager
Bernard Thant earned a Licentiate degree in Commercial Sciences, followed by an additional year of study in Financial Management and Investment Theory. He then spent most of his career working as a financial analyst at a major private bank, where he also managed equity portfolios for several years. He has been with Econopolis Wealth Management since September 2014.
Joren Van Aken, CFA
Portfolio Manager
Joren Van Aken earned a Master’s degree in Business Administration from KU Leuven. Shortly thereafter, Joren began working as a sell-side analyst at Degroof Petercam, where he specialized in investment companies and holding companies. Joren is also a CFA Charterholder. Since 2026, he has been with Econopolis Wealth Management as the portfolio manager of the Capital Allocators and Econoshock Compounders funds.
Class G: BE6372445302 (Distribution).
Risks
For information on the risks associated with this product, please refer to the Key Information Document (KID), which you can find on this page in the "Documents" section.
You should also be aware of currency risk. You may receive payments in a currency other than the reference currency, so the final return you receive will depend on the exchange rate between the two currencies. This risk is not taken into account in the risk indicator used in the key information document. The sub-fund may also be exposed to other risk factors not included in the summary risk indicator. Because this product is not protected against future market performance, you may lose all or part of your investment. If we are unable to pay you what is due to you, you may lose your entire investment.
Documentation
Transparency is the foundation of our investment policy. Here you will find all the necessary legal documents, reports, and structural details regarding the Econopolis funds.
If you have a complaint, please contact compliance@econopolis.be or call +32 3 3 666 555. In the latter case, you can contact the Financial Sector Ombudsman at Ombudsman@Ombudsfin.be.
