Important fund updates
We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.
DEFINING CHARACTERISTICS OF OUR STRATEGY
- UK-based team of sector experts with over 90 years’ combined industry experience navigating the hype cycle of technology.
- Positive screening of sustainable technology themes providing solutions to key global environmental and social challenges.
- Negative screening to avoid investing in companies with goods or services that contribute to environmental or societal harm.
- Disciplined valuation approach seeks to identify underappreciated earnings power and rational growth at a reasonable price.
WHAT WE BELIEVE
- We believe technology is the science of solving problems and responsible innovation and disruption can be a positive force.
- Our deep knowledge and extensive experience enables us to navigate the technology hype cycle to identify persistent, underappreciated growth opportunities that provide solutions to the global challenges faced by humanity – technology for good.
- We believe this approach will provide clients with access to companies delivering positive environmental and social benefits, as well as the potential for attractive long-term returns.
KEY DOCUMENTS
Investment Principles
Annual Sustainability Report
INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term (5 years or more) by investing in technology-related companies that contribute to the development of a sustainable global economy.
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The Fund invests at least 90% of its assets in shares (also known as equities) of technology-related companies, of any size, in any country. The Fund will avoid investing in companies (in some cases subject to thresholds) that the Investment Manager considers could contribute to significant environmental or societal harm, as detailed in the “Exclusionary Approach” section in the Prospectus, and will invest in companies whose products and services are considered by the Investment Manager as contributing to positive environmental or social change, thereby having an impact on the development of a sustainable global economy. The Fund’s investment universe is defined by technology and technology-related companies that derive at least 50% of their current or future expected revenues from the sustainable technology themes identified by the Investment Manager. The Fund may also invest in other assets including Collective Investment Schemes (including those managed by Janus Henderson) and cash. The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the MSCI ACWI Information Technology Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA Technology and Technology Innovations sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
