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
Performance of 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.
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