Finserve Chelverton Global Tech Fund B

Finserve Chelverton Global Tech Fund is a global equity fund that concentrates on technology sector companies around the world. It aims to build a diversified portfolio by carefully selecting businesses through fundamental analysis, seeking strong risk-adjusted returns over five years or longer. Besides investing in stocks, the fund may include bonds, money market instruments, and derivatives to enhance its strategy, while limiting investments in other funds to no more than 10% of its total value. This approach allows the fund to leverage various financial tools to support its focus on the technology industry.