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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 . . . . . . . . . . . . . . . . . €1.5BN
Annual Distribution Target (Net) . . . . . . . . 1.4%
Liquidity . . . . . . . . . . . . . . . . . . . . . . . . . Daily

Source Financial Express

Performance of Future Tech Strategy

Commentary on Recent performance

The past quarter has seen the Future Tech Strategy underperform the wider market, as consumer stocks were purchased in preference to technology. The post-Covid market recovery saw a strong emphasis on more traditional companies at the expense of higher growth tech companies and this is evident in the relative performances over 1 and 2 years. Longer term, we remain convinced that the three component areas of the strategy, Blockchain, Biotech and Robotics will continue to be very strong growth sectors within the global economy.(31 March 2022).

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.


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