Quarterly Update
The investment team recap this quarter.
(Note: Filmed in July 2026).
INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
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The Fund invests at least 90% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, which are technology-related or derive the main part of profits from technology, in any country.
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Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.
ABOUT THIS FUND
A high-conviction, bottom-up global technology strategy with a thematic overlay. It offers investors exposure to future technology leaders and secular growth themes, with a disciplined approach to valuation and adaptability through market cycles.
WHY INVEST IN THIS FUND
Experienced management team
Technology experts who have seen multiple market cycles and multiple innovation waves (internet, mobile, etc.).
Investing in leaders
Tech is a ‘winner takes most’ market, we want to invest in the best, small and large.
Valuation discipline
Navigating the hype cycle to discover stocks with underappreciated earnings growth at reasonable valuations.
