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The principal investment objective of the strategy is to gain exposure to three themes which are expected to deliver strong growth across the globe over the coming decade. These include Biotechnology, Blockchain and Robotics. The exposure is achieved via equal weighting in three distinct listed vehicles, one investment trust and two exchange traded funds.

Strategy Overview
Base Currency . . . . . . . . . . . . . . . . . . . . Mixed
Total Net Assets . . . . . . . . . . . . . . . . . €1.2BN
Annual Distribution Target (Net) . . . . . . . . 1.4%
Liquidity . . . . . . . . . . . . . . . . . . . . . . . . . Daily

Source Financial Express

Performance of Future Tech Strategy

Future Tech Strategy

Commentary on Recent performance (June 2023)

With equity markets being driven by a strong recovery in a handful of big tech stocks, the strategy has lagged the overall market in recent months. However, the strategy continues to perform positively and our longer term view of the three themes selected for this strategy, robotics, blockchain and biotechnology remains the same. We hold the view that these sectors will experience strong growth over the next decade and will deliver very attractive returns for investors willing to stay the course.

Other Focused Investment Strategies

Income Strategy

Liquid Property Strategy

Cash Alternative Strategy

ESG Strategy


Warning: If you invest in this fund you may lose some or all of the money you invest. Past Performance is not a reliable guide to future performance. This fund may be affected by changes in currency exchange rates. The value of your investment may go down as well as up. Income may fluctuate in accordance with market conditions & taxation arrangements.

This marketing information has been provided for discussion purposes only. It is not advice, it is provided for general information purposes only and does not fully take into account your financial position, investment needs and objectives, attitude to risk, liquidity needs, capital security needs, capacity for loss, etc. It should therefore not be relied upon to make investment decisions. Prior to any formal investments taking place you will be provided with a detailed suitability letter taking into account all the above and outlining why the investment(s) are (not) suitable for you.

Specified Income Rules

June 26, 2019
Revenue Change Specified Income Rules. As it is known, any individual who wishes to exercise an “ARF option” on retirement and who does not have “specified income” of €12,700 p.a. must place €63,500 in an vehicle …

April Monthly Market Insights

April 6, 2023
Current Topics in Markets While markets over the past month continued to be obsessed with the inflation outlook and the likely trend in interest rates, a significant new variable entered the picture in March – ban…