The Fund
The Global Technology Fund has a formal objective of delivering strong long-term (5 years or more) capital growth. The Fund is managed using the Global Innovation investment.
You are able to redeem your investment from the Fund at any time and there is no exit fee for doing so.
Awards and Ratings
Morningstar Rating: 4
Meet the team
Storm Uru founded the Global Innovation investment process in 2017 and was joined by Clare Pleydell-Bouverie and James O’Connor to form the Liontrust Global Innovation team. The team manage the Liontrust Global Dividend, Liontrust Global Innovation and Liontrust Global Technology funds. Storm and Clare are the lead fund managers across the range supported by James. Storm Uru has 13 years’ industry experience and holds a degree in finance from Massey University and an MBA from Oxford University, Clare Pleydell-Bouverie has 9 years of industry experience and holds a degree in history from Oxford University and James O’Connor has 10 years of industry experience and holds a degree in psychology and economics from Harvard University and a degree in education research from Oxford University.
Discrete performance (%)
| As at previous quarter 12 months ending: | Sep 24 | Sep 23 | Sep 22 | Sep 21 | Sep 20 |
|---|---|---|---|---|---|
| Liontrust Global Technology | 32.0 | 24.2 | -21.8 | 23.7 | 38.6 |
| IA Technology & Technology Innovation | 24.8 | 19.0 | -21.1 | 26.6 | 34.6 |
| MSCI World/Information Technology | 35.8 | 25.3 | -9.9 | 24.1 | 38.4 |
| Quartile Ranking | 2 | 2 | 2 | 4 | 2 |
Cumulative performance (%)
| As at previous day end | 1 month | 3 months | 6 months | YTD | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| Liontrust Global Technology | 4.0 | 16.6 | 1.5 | 29.1 | 29.6 | 40.8 | 140.0 | - | 470.2 |
| IA Technology & Technology Innovation | 2.4 | 11.7 | 6.0 | 23.2 | 24.1 | 27.1 | 108.9 | - | 354.4 |
| MSCI World/Information Technology | 4.0 | 14.3 | 7.8 | 36.8 | 37.8 | 57.9 | 179.7 | - | 604.8 |
| Quartile Ranking | 1 | 1 | 4 | 2 | 2 | 1 | 1 | - | - |
Source: FE fundinfo as at 20/12/2024. Performance figures are shown in GBX. Total return performance figures are calculated net of costs and charges, on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Where applicable the quartile rank is for the primary share class within the sector. If your investment is made in a currency other than that used in the past performance calculation the return may increase or decrease as a result of currency fluctuations.
Current positioning
Top 10 Holdings (%)
For more information on the OCF, see our costs and charges page.
Fund Manager Insights
Storm Uru & Clare Pleydell-Bouverie
Storm Uru
Storm Uru, Clare Pleydell-Bouverie & James O'Connor
Storm Uru & Clare Pleydell-Bouverie
Storm Uru & Clare Pleydell-Bouverie
How to invest in Liontrust funds
Key Risks
Past performance does not predict future returns. You may get back less than you originally invested. Overseas investments may carry a higher currency risk. They are valued by reference to their local currency which may move up or down when compared to the currency of the Fund. This Fund may have a concentrated portfolio. If one of these investments or sectors / factors fall in value this can have a greater impact on the Fund's value than if it held a larger number of investments across a more diversified portfolio. The Fund may encounter liquidity constraints from time to time. The spread between the price you buy and sell shares will reflect the less liquid nature of the underlying holdings. Outside of normal conditions, the Fund may hold higher levels of cash which may be deposited with several credit counterparties (e.g.international banks). A credit risk arises should one or more of these counterparties be unable to return the deposited cash. Counterparty Risk: any derivative contract, including FX hedging, may be at risk if the counterparty fails.
Disclaimer
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets. This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
