Gordon Smith
Partner, Fund Research

What is it?

A managed service that aims to achieve long-term capital growth via a portfolio of fund-based investment strategies across the global technology sector. The service invests in strategies run by dedicated technology specialists and will aim to benefit from the structural growth potential stemming from productive innovation.

Why Killik & Co?

As an independently owned investment house we are free to develop investment ideas and strategies internally without conflict of interest, giving us access to the best funds in the marketplace.

The Technology Innovation Service is constructed and actively managed by our dedicated team of in-house fund analysts. The service offers global access to investment strategies targeting specific technology sub-sectors. Areas of investment could include e-commerce, automation, artificial intelligence, cybersecurity and life science technologies.

Who is it right for?

This service will generally cater to those with a long-term time horizon, looking to allocate a portion of a diversified portfolio to these high growth areas of the market.

The Service

This managed service aims to achieve long-term capital growth via a portfolio of fund-based investment strategies across the global technology sector. The service invests in strategies run by dedicated technology specialists and will aim to benefit from the structural growth potential stemming from productive innovation.

Investment Process

Investments are made to strategies targeting specific technology sub-sectors within areas such as e-commerce, automation, artificial intelligence, cybersecurity, advanced materials and life science technologies. These investments will typically be combined with broader technology-focused mandates in addition to strategies focused on intellectual property emanating from academic institutions, and other emerging and disruptive technology themes. The identified areas of sub-sector investment will all show clear signs that technology is creating a structural and transformational multi-year growth opportunity.

A fund-based approach is used to leverage the expertise of specialist investors and achieve suitable diversification from the disruptive risks posed on individual business models within the technology sector.

Our screening and selection process goes beyond just financial analysis, and includes interviews with the Fund Managers as well as ongoing contact with them, ensuring any change to the investment case can be quickly identified and underperformers replaced where necessary. The exact number of underlying investments will depend on various factors, including your individual circumstances, but a typical portfolio is likely to contain a range of ‘alternative investments’, each with differing performance drivers.

The investment universe includes both global and regional strategies within the technology sector. The portfolio underlying the selected funds will typically include businesses at various phases of development, from earlier stage growth and venture capital opportunities right through to mature and dominant technology businesses, and will offer exposure to both quoted and unquoted investments. The service is likely to include closed-ended funds (e.g. investment trusts), Exchange Traded Funds (ETFs) and conventional open-ended funds (e.g. unit trusts).

Risks To Be Aware Of

As is the very nature of investing, the value of your investments will rise and fall over time. We devote our time to sourcing the very best investments to meet your objectives, however please do not assume that past performance will repeat itself and you must be comfortable in the knowledge that you may receive less than you originally invested. Some funds will hold securities that are not denominated in sterling, leading to fluctuations in the portfolio value due to exchange rate movements.

The service will look to invest in a broad range of differing investment strategies within the sector. However, the selection of strategies are likely to have commonality in certain growth orientated investment characteristics. Should this investment grouping undergo a period of poor performance, the service will likely suffer. Long-term investors should look to allocate
a portion of a diversified portfolio to these high growth areas of the market.

Closed-ended funds may borrow to invest, thus adding to their overall level of risk, and may trade at a discount to their net asset value for prolonged periods of time.

Find Out More

Contact us on +44 (0) 20 7337 0777 or send us an email at info@killik.com to find out more about our Technology Innovation Service or alternatively fill out the form below to download the brochure.

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