SEXTANT TECH is a dynamic sub-fund that aims to outperform its benchmark index (50% Dow Jones Stoxx 600 Euro + 50% MSCI ACWI index) through the selection of technology-sector or technology-related stocks, primarily European but with potential global exposure. Performance is calculated net of management fees.
Fund Exposure
The investment policy of SEXTANT TECH focuses on a disciplined stock picking approach, with at least 75% of net assets invested in global equities (up to 50% in developing markets). The fund has a high weighting towards European stocks or companies headquartered in Europe, without constraints on market capitalization. It may also invest in non-organised markets and up to 10% in money market instruments and fixed-income securities. Exposure to forex risks for currencies other than those of the euro zone may account for up to 75% of the portfolio's net assets.
Risks
Investors should be aware of potential risks associated with SEXTANT TECH, including exposure to equity and credit risk, as well as forex risks due to currency exposure. The fund may also use futures and securities with derivatives for exposure to favorable trends or partial coverage against unfavorable trends in equities, interest rates, indices, or forex. Additionally, the fund's performance may not replicate the benchmark index due to its discretionary management style.
Content summarized by AI chatbot
Source
https://sextanttec.com/
Tags:
technologymsci acwiinternational equitiesdow jones stoxx 600