WIP Technology Fund is an actively managed investment fund that invests globally in companies within the technology industry.
The growth of technology companies today is clearly higher than what it is for “traditional” companies, and we expect this trend to continue going forward. Technology companies are winning market share from companies that react slowly in a continuously digitalizing world. These companies also get a large share of new investments. Furthermore, the corona-pandemic has boosted digitalization by 2-4 years as virtual meetings, online shopping and cloud services have become more common.
Many technology companies have the same business strategy as the so called FAANG-companies (Meta, Apple, Amazon, Netflix, Google), where the company first develops the technology, platform, or application for quite a long while. If the technology/company becomes the best in its business area, the turnover grows rapidly, and it has the chance to gain a large market share globally. WIP Technology Fund specializes in these new winning platform companies, that still have reasonable valuations.
The assets of the fund can be divided into three categories:
1) Stable, global and large technology companies
2) Fast growing platform companies that are increasing their market share
3) Small and mid-sized technology companies in the Nordics.
These three categories allow the fund to better diversify its risk in this ever-changing technology industry. Especially the following company features are valued: the possibility to reach a strong market position either globally or within its own market segment, a fast-growing turnover and profit, an innovative nature and a management that has been deemed exceptionally good in its field.
WIP Technology Fund takes target companies' environmental, social, and governmental aspects into account in accordance with WIP’s principles for responsible investments.
Please be in contact with us if you are interested in hearing more.
LATEST MONTHLY REPORT
|Asset manager||WIP Asset Management Ltd.|
|Fund administrator||GRIT Fund Management Company Ltd.|
|Custodian||SEB Ab, Helsinki branch|
|Fund inception date||31.3.2021|
|Management fee p.a.||1,0 %||0,8 %|
|Performance fee||20 % *||20 % *|
|Subscription fee||0 %||0 %|
|Redemption fee||0 %||0 %|
|Minimum subscription||1 000 EUR||250 000 EUR|
* of the return exceeding the MSCI ACWI Net Return EUR index calculated during the calendar year calculated daily.
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