Quarterly Update
The investment team recap this quarter.
(Note: As at October 2025).
INVESTMENT OBJECTIVE
The investment objective of the Global Technology Fund is to seek long-term capital appreciation by investing in a globally diversified portfolio of technology-related companies. The Fund aims to take advantage of market trends internationally. The Fund takes a geographically diversified approach and operates within broad asset allocation ranges. There are no specified limits on the amounts that the Fund can or must invest in any geographical region or single country.
ABOUT THIS FUND
- Seeks to uncover undervalued growth companies where the scale or persistence of earnings growth is underappreciated by the market.
- Actively managed by a highly experienced team in the UK, with a focus on long-term trends that are shaping the future of technology.
RATINGS AND AWARDS
RATINGS AND AWARDS
RATINGS AND AWARDS
S&P assigns a Principal Stability Fund Rating (PSFR) for money market funds within a range from AAAm (highest) to Dm (lowest), where AAAm indicates S&P's opinion of a fund's extremely strong capacity to maintain principal stability and to limit exposure to principal losses due to credit risk and Dm indicates a failure to maintain principal stability resulting in a realized or unrealized loss of principal. Ratings do not eliminate risk and should not be used as the sole basis for evaluating an investment product. Please see Ratings Criteria at disclosure.spglobal.com/ratings/en/regulatory/ratings-criteria for further information. A fee was paid for the use of this data.
