Core and Satellite Strategy

The innovation portfolio selects the world's best technology funds as part of a core and satellite strategy. Three to five of the world's leading technology funds form the core. Around this, the portfolio adds funds with specific themes as satellites. Satellite topics include: Cybersecurity, Fintech, Next Generation Technologies, IT, Media and Telecommunications, MedTech, Biotech, Digitization, Robotics and Artificial Intelligence.

Portfolio Composition: 10 Funds

Thanks to this diversified strategy, the portfolio is invested in over 600 stocks and benefits from more than 60 specialists who actively monitor the sector and select the best stocks.

Investment level 100%

As of the end of December 2021

Fact Sheet

Updated monthly, the latest PDF can be found here.

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Largest Positions

 

Company

NVIDIA

Apple

Tesla

Microsoft

AMD

Synopsys

Intel

Service Now

Qualcom

Lam Research

Weight

2.5%

1.6%

1.5%

1.4%

1.3%

1.3%

1.2%

1.2%

1.2%

1.1%

Scheduled round table events

More details and data can be found here

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