European Thematic Fund Survival and Success Rate

68% of the thematic funds that existed in Europe in mid-2009 had closed by mid-2024

15%
66%
19%
22%
75%
3%
30%
54%
16%
51%
44%
5%
68%
27%
5%
1 Year
3-Year
5-Year
10-Year
15-Year
This chart shows the chances of picking a thematic fund that survives and outperforms the global equity markets as proxied by the Morningstar Global Target Market Exposure Index over various time frames
Source: Morningstar Research. Data in EUR as of June 30, 2024.