Digital Transformation Fund.pdf

ProductFactSheets_AMC_September_2020.pdf
Preview of Digital Transformation Fund
🔗 Source: ix-7.com
📊 Size: 267 KB
👤 Author: Christophe Schmid
⬇️ Downloads: 87

Summary

The Family Trust Fund - AMC Digital Transformation strategy invests in thematic equity offerings, focusing on growth themes like artificial intelligence, cloud computing, and biotechnology. The portfolio has 25-40 stocks, with a risk-optimized allocation and a minimum 60% USD currency allocation. Recent US stock market performance has been strong, but the fund highlights the importance of looking at asymmetry in performance progress. The fund favors companies with proven business models and EPS growth, and identifies two performance drivers: short-term consumer behaviors and long-term capex spending. The fund believes the tech-enabled world is in its early stages and expects further disruption from newcomers, considering its secular growth themes to be below fair value. The target return is over 30%, with a time horizon of ongoing and an asset type of capital appreciation.

Description

The Family Trust Fund - AMC Digital Transformation strategy invests in thematic equity offerings, focusing on growth themes like artificial intelligence, cloud...

Technical Information

  • File Format: PDF
  • File Size: 267 KB
  • Pages: 2
  • Language: EN
  • Author: Christophe Schmid
  • Total Downloads: 87
  • Last Updated: 1 week ago

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