Important fund updates
We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.
Quarterly Update
The investment team recap this quarter.
(Note: Filmed in July 2026).
INVESTMENT OBJECTIVE
To aim to provide capital growth in excess of the MSCI All Countries World Information Technology Index + MSCI Communications Services Index over rolling 5 year periods, after charges, by investing in companies worldwide that derive, or are expected to derive, profits from technology.
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.
