SK Themen aims to achieve long-term capital growth by primarily investing at least 51% of its assets in stocks and equity funds. The fund may also allocate up to 20% of its portfolio to areas such as commodities, private equity, hedge funds, and real estate-related investments. Depending on market conditions, SK Themen can adjust its focus, temporarily overweighting specific industries or sectors to capitalize on growth opportunities. Additionally, the fund invests in bonds, bank deposits, money market instruments, and other funds, using derivatives when necessary to support its investment strategies.