Innovation leaders: tomorrow’s favourites

Why invest in innovation

Technology is constantly evolving, usually one step at a time and sometimes with a huge leap. The steam engine revolutionised industry, the Internet has laid the foundations for the digital transformation, and the mobile phone has changed the way we communicate. Today, many innovations such as battery technology, biotechnology, cybersecurity, disposal, genetic research, artificial intelligence, solar energy and water technology are about to take some important steps in their development. Companies which have invested a lot of work and money in research and development will benefit from this. They will be ahead of the pack tomorrow, grow stronger than their peers and earn more.

Our investment philosophy

We look for companies with a solid business and sustainability strategy, which operate successfully and are relatively undervalued. Our focus is on companies that set technological milestones with their products and services and impress in terms of quality. We are confident that companies which have a positive effect on sustainability issues will post above average growth in profits.

Investment process: how we find suitable stocks

We take a bottom-up approach to stock selection and analyse companies before looking at sectors, markets and regions. In doing so, we take into account the return on invested capital, fundamental data and environmental and social effect. We invest in companies with an impressive business model, low debt levels, solid financial figures, a good management track record and a relatively high return on investments that promise above-average returns with below-average risk.

Does this investment fund fit in with your investment philosophy?

This thematic fund is suitable for investors who

• have a long-term investment horizon;
• want to share in the performance of the equity markets and focus on companies with high growth potential;
• are interested in high-growth opportunities in the long term and
• are willing to accept large price fluctuations and deviations from the benchmark.

Three good reasons to choose us