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 (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