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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

Commentary on Recent performance (September 2023)

Following the market setback in 2022, Big Tech staged a strong recovery this year. The smaller end of the tech universe failed to follow in its wake however and it has been one step forward and one step back for most of the past year. We still view the Future tech Strategy as a very long term proposition for investors and we fully expect periods when the Strategy will underperform the global equity index. However, we retain the view that Blockchain, Robotics/AI and Biotechnology are all areas which will deliver very strong long term growth for investors.


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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