Technology Innovation Strategy
Concentrated exposure to listed technology and software businesses.
Target return
+16.00% p.a.
Target return is an objective, not a forecast. Technology equities are volatile and annual outcomes can differ substantially from the target.
Duration
24 months
Minimum allocation
$1,000.00
Maximum allocation
$300,000.00
About this plan
The Technology Innovation Strategy invests in listed technology companies with durable revenue growth. The strategy is concentrated by design and is intended for investors with a long horizon and tolerance for volatility.
Historical performance
+14.10%
Historical figures are provided for context. Past performance does not guarantee future results.
Terms
Minimum holding period of 24 months. The strategy may hold concentrated positions and cash during periods of elevated valuation.
Risk disclosure
Concentrated equity strategies carry a high risk of loss. Significant drawdowns should be expected. Past performance does not guarantee future results.