
Thematic ASX ETFs give investors an opportunity to harness powerful long-term trends shaping the global economy.
Common themes stretch from artificial intelligence and cybersecurity to clean energy and healthcare innovation.
The advantage of utilising ASX ETFs is the ability to target a theme without having to pick individual winners.
By providing diversified exposure to entire industries or emerging megatrends, these funds can help investors position their portfolios for future growth while reducing the company-specific risks that come with backing a single stock.
There are several thematic ASX ETFs that hit new 52-week highs on Monday.
Monitoring these funds can be a great way to identify emerging trends and winning themes across global markets.
Here are three funds investors should be monitoring after hitting new record highs yesterday.
Betashares Capital – Betashares Climate Change Innovation ETF (ASX: ERTH)
This ASX ETF rose almost 2% yesterday to hit its highest point in the last year.
It is now up 24% in the last 12 months.
The fund aims to track the performance of an index that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions.
This covers clean energy providers, along with leading companies tackling green transport, waste management, sustainable product development, and improved energy efficiency and storage.
It could be an ideal choice for investors looking to target ESG investing, prioritising companies having a positive environmental impact.
Vaneck Msci International Value (Aud Hedged) ETF (ASX: HVLU)
Value investing has reemerged as a successful strategy in 2026.
Inflation pressure, a strong US economic growth outlook and compelling valuations are all pointing towards classic signs of a value market.
This ASX ETF has been a beneficiary of these economic conditions, rising more than 22% year to date.
The fund gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies. These companies all have high value scores as calculated by MSCI at each rebalance.
The high value score is based on:
- price to book value
- price to forward earnings
- enterprise value to cash flow from operations.
Global X Hydrogen ETF (ASX: HGEN)
This ASX ETF continued its stellar run yesterday, climbing 2% higher to take its year to date gain to over 85%.
The fund seeks to invest in companies that stand to benefit from the advancement of the global hydrogen industry.
This includes companies involved in hydrogen production; the integration of hydrogen into energy systems; and the development/manufacturing of hydrogen fuel cells, electrolysers, and other technologies related to the utilisation of hydrogen as an energy source.
The post 3 of the hottest thematic ASX ETFs for investors to target this week appeared first on The Motley Fool Australia.
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More reading
- Is green hydrogen still Australia’s next great opportunity? Here is what ASX investors need to know
- These ASX ETFs are smashing record highsÂ
- Why Aussie investors are pouring into international ASX ETFs
- Why value investing is back: Expert
Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.