Invest in the trends shaping tomorrow with Amundi ETF
Some trends are too big to be ignored1
Thematic investing offers targeted access to long-term structural trends2 reshaping markets and creating new growth opportunities3.
Why thematic investing3 now?
Long-term structural shifts2 are creating attractive investment opportunities3 across the global economy.
From AI infrastructure buildout to strategic resilience, the energy transition4 and demographic change, these themes are supported by capital spending, policy support and rising end-demand.
With more than 20 ETFs and ~€9bn in AuM5, our broad and diversified6 thematic range helps turning structural themes into allocation.
Position now to capture long-term structural growth3 with our thematic ETFs.
Where long-term trends become investable3
We believe long-term structural themes2 are creating investable opportunity sets3 across targeted ETF solutions.
Access AI enablers, digital infrastructure, and innovation-led growth
Benefit from rising investment3 in resilience and strategic autonomy
Capture capital reallocation toward decarbonisation and infrastructure renewal4
Position for changing consumer behaviour and lifestyle
AI & Future Technology
This theme captures the rapid adoption of artificial intelligence across industries, workflows and value chains, driving the next wave of innovation and productivity.
Key exposures include AI technologies, semiconductors and memory chips, data centers and cloud infrastructure, as well as robotics, automation and software solutions.
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AI & Future Tech
Data centres
Strategic Resilience
Focused on strengthening security and economic autonomy in an increasingly fragmented world, this theme benefits from rising investment in defence, energy and supply chain resilience.
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Defense
Strategic Autonomy
Climate, Energy & Resources
This theme supports the transition to a low-carbon economy and promotes the efficient use of natural resources4.
It provides exposure to clean energy, energy transition and efficiency solutions, as well as natural resources management4.
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Demographic & Lifestyle Shifts
Investing3 in the evolving needs of a dynamic society, shaped by a growing and ageing population worldwide, this theme captures opportunities3 in innovative services, smart mobility, digital lifestyles, luxury and consumer innovation.
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Explore our full thematic range
AI & Future Technology
Strategic Resilience
Climate, Energy & Ressources
Demographic & Lifestyle Shifts
FAQ
What themes are included in Amundi thematic ETF range?
Amundi's thematic ETF range is built on four key structural pillars, each translating long-term trends2 into investable opportunity sets3:
AI & Future Technology
Capturing the rapid adoption of AI across industries, workflows, and value chains, driving the next wave of innovation and productivity, such as AI technologies, semiconductors and memory chips, data centers, etc.
Strategic Resilience
Strengthening security and economic autonomy in a more fragmented world.
Climate, Energy & Resources
Accelerating the transition to a low-carbon economy and efficient use of natural resources.
Demographic & Lifestyle Shifts
Investing3 in the evolving needs of a dynamic society, shaped by a growing and ageing population, from healthcare innovation, to digital lifestyles, luxury and the world of sports.
Why should investors consider long-term structural trends such as AI now?
The structural trends2 shaping today’s economy are being supported by massive and sustained investment flows4, pointing to a long runway for growth.
These are not short-term stories, but multi-year shifts2 that are already changing how companies operate and how capital is being deployed7. Backed by real capital spending, policy priorities, and evolving consumer demand, these structural forces are creating opportunities1 for companies that build the infrastructure and technologies behind them.
For example, AI is beginning to drive productivity, automation, and new revenue models, particularly across software, semiconductors, and cloud infrastructure7.
In multi-year adoption cycles, some trends are simply too large to ignore2.
What ETF could provide exposure to these long-term trends?
AI & Future Technology
Amundi Memory Chips UCITS ETF8: Tap into AI’s most supply-constrained pillar with a pure and direct exposure across key providers worldwide, including in the U.S. and Korea.
Amundi Global Data Center UCITS ETF8: Gain diversified6 exposure to companies supporting the expansion of cloud computing, AI and next-generation data infrastructure.
Strategic Resilience
Amundi Stoxx Europe Defense UCITS ETF8: Tap into Europe’s shift to self-reliance.
Amundi European Strategic Autonomy UCITS ETF8: Empower European Sovereignty with European actors.
Climate, Energy & Resources
Amundi MSCI New Energy UCITS ETF8: Invest3 in companies supporting clean energy, a necessity in the global climate transition5.
Demographic & Lifestyle Shifts
Amundi Global Sport and eSport UCITS ETF8: Tap into compelling investment opportunities by combining broad exposure across the sports value chain with strong emotional resonance.Amundi MSCI Smart Mobility UCITS ETF8: Invest in companies supporting smarter modes of transport4.
How can I use Amundi thematic ETFs in my portfolio?
Thematic ETFs can help investors capture tomorrow’s growth themes today2.
They give investors3 access to companies linked to specific long-term trends, such as artificial intelligence, clean energy, or defense.
Thematic ETFs can be used to complement a diversified6 portfolio by adding exposure to specific growth areas that may benefit from structural changes in the global economy.
Through Amundi ETFs, investors3 can access a diverse6 range of long-term growth opportunities2 across powerful structural themes, carefully designed to help position portfolios for the world ahead.
1. Views from Amundi as at 30/09/2026 which may change over time. For illustrative purposes only and not a recommendation to buy or sell securities.
2. Past market trends are not a reliable indicator of future ones. Information given for indicative purposes only, may change without prior notice.
3. Investment involves risks. For more information, please refer to the Key Information Documents (KID) and the prospectus.
4. Information on Amundi’s responsible investing can be found on amundietf.com and amundi.com. The investment decision must take into account all the characteristics and objectives of the Fund, as described in the relevant Prospectus.
5. Source: Amundi, data as 30/09/2026. Information given for indicative purposes only, may change without prior notice.
6. Diversification does not guarantee a profit or protect against a loss.
7. Source: https://futuretech.mit.edu/news/what-drives-progress-in-ai-trends-in-data. Views from Amundi as at 30/09/2026 which may change over time. For illustrative purposes only and not a recommendation to buy or sell securities.
8. For more information regarding the investment objectives of the fund, please refer to the Key Information Documents (KID) and the prospectus. For more information regarding the index methodology, please refer to index provider website. For illustrative purposes only and not a recommendation to buy or sell securities
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