Performance commentary 

The second quarter of 2024 was volatile for most thematic strategies. Technology and Communication Services were the best-performing sectors, while Materials, Energy and Industrials underperformed.

Artificial Intelligence was the best-performing theme in the second quarter of 2024, followed by Pharma Breakthrough. Digital Payments, Optical Technology & Photonics, and Robotics and Automation were the worst-performing themes.

Read our Q2 Thematic ETF report: Thematics | ETF | LGIM Financial Adviser