Future Tech Strategy

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 . . . . . . . . . . . . . . . . . €1.1BN
Annual Distribution Target (Net) . . . . . . . . 1.4%
Liquidity . . . . . . . . . . . . . . . . . . . . . . . . . Daily

Performance of Future Tech Strategy

Commentary on Recent performance (January 2023)

Having significantly underperformed the wider market over the first half of 2022 due to the tech sector sell-off, the Future Tech has consistently outperformed since the middle of the year. 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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Cash Alternative Strategy

ESG Strategy