Also in New technologies
Finaltis Digital Leaders
Fund invested in companies whose business model rests on the digital transformation of their sector.
Performance
Rebased to 100 at 31/01/2014. Net of management fees.
Investment objective
The sub-fund invests at least 60% in international equities of companies active in the global digital economy, with the aim of achieving significant capital growth over a long period (5 years).
How we select
The management approach is based on a fundamental analysis of the global digital economy industry to select the most promising investment themes and a universe of companies. The sub-fund favours companies, regardless of sector, with a structural growth driver decorrelated from the economy through their role in digital transformation.
The management team relies on in-house industrial, qualitative and quantitative models. This conviction-based stock picking selects companies on quality and growth criteria.
Main risks
Equity market risk, risk related to small caps and specialised or restricted sectors, liquidity risk, currency risk, counterparty risk, credit risk, risk related to derivative instruments, risk related to investments in units or shares of UCI or UCITS, sustainability risk. The full list is set out in the prospectus.
Fund manager
Share class details
| Share class | ISIN | Management fee | Minimum subscription | Assets |
|---|---|---|---|---|
| R | LU0127700903 | 2.20 % | None | €7,469,913 |
| RH | LU0288052094 | 2.20 % | None | €17,743,274 |
| D | LU0180672007 | 1.00 % | None | £540,893 |
| USD | LU0620567890 | 1.20 % | None | $708,557 |
| I | LU0100548261 | 1.20 % | €10,000 | €7,035,025 |
Subscribe
The terms depend on your situation. The profile chosen at the top of the page determines what is shown here.
Distribution
The fund is available on the main platforms and insurance companies. The list of contracts is updated each quarter.
View insurer listingsYour contact
A partner relations manager follows your firm and handles requests for documentation or bespoke reporting.
Write to usThrough your adviser
The simplest route. Your wealth adviser or your bank can subscribe on your behalf.
How to subscribeThrough life insurance
The fund is available as a unit-linked option in several contracts. Check availability with your insurer.
Listed contractsBefore you invest
Read the key information document. This fund carries a risk of capital loss and should be held for the recommended holding period.
Key information documentIC share class
Share class reserved for institutional investors, reduced management fee, minimum subscription of 500,000 euros.
IC share class documentationBespoke reporting
Detailed monthly reporting, portfolio look-through, ESG data in the format you require.
Request a reportPast performance is not a guide to future performance and is not constant over time. It is calculated net of all fees and as at the date shown. This fund carries a risk of capital loss and offers no guarantee of return.
The information on this page is general in nature and constitutes neither personalised investment advice nor an offer to subscribe. Before any decision, the key information document and the prospectus must be consulted.