From technology to technologies
Europe's technology sector has been the unsung hero of the past two decades, with Silicon Valley dominiating the headlines while European semiconductor companies have quietly contributed the components that have helped to power the tech revolution.
Today, the European technology opportunity set extends well beyond traditional hardware and software, stretching across sectors as varied as automobiles, banks and healthcare to capture the accelerating adoption of technologies such as 3D printing, electric vehicles and the Internet of Things. As a result, technology is no longer a niche play, but an investment category as broad as the economy.
Expertise: Portfolio managers Jon Ingram, Alex Whyte and John Baker have been managing the fund for over a decade.
Portfolio: An unconstrained, best ideas fund with a bottom-up approach to investing across the vast technology opportunity set.
Success: Annualised performance of 19.47% (net of fees) over 10 years and outperformance over all key time periods*.
*Performance as of the 28th February 2019.
Past performance is not a guide to current and future performance.