Global developed and emerging market large cap-biased equities focusing on technology related stocks. Active bottom-up fundamental approach.
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Columbia Threadneedle was formed in 2015 via a merger between US-based Columbia Management Group and UK-based Threadneedle Asset Management, both being subsidiaries of Ameriprise Financial. The firm manages over US$670bn AUM globally with a wide product offering from mutual funds to ETFs to alternatives to pension funds.
The CT (Lux) Global Technology Fund is an actively managed fund seeking to increase the value of investment over the long term by investing primarily in global companies with operations in technology and technology-related industries. The fund uses MSCI World Information Technology 10/40 Index as a performance benchmark as well as a broad representative of the companies in which the fund invests. The fund runs a concentrated and conviction-weighted portfolio that balances growth with a valuation awareness, focusing on using fundamental investment analysis to identify companies with good free cash flow generation, competitive advantages, a current or near-term path to profitability, and valuations that allow for future appreciation. This is combined with industry knowledge that seeks to exploit significant technology trends that are not yet appreciated by the marketplace, resulting in an often contrarian view for the fund. The fund has a portfolio of >60 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
CT (Lux) Global Technology Fund
This fund represents active exposure to global large cap-biased technology-related companies.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to global large cap-biased technology-related companies.
The fund runs a bottom-up fundamental research approach to invest in quality growth and market leading technology companies. The fund often runs a contrarian view to invest in technology trends not yet appreciated by the marketplace.
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