The abrdn Global Innovation Equity fund invests in the abrdn SICAV I – Global Innovation Equity Fund (master fund), which was built to benefit from innovation in a variety of ways to create a better future.
The world is changing fast, with new innovations continuously disrupting the world’s most exciting secular growth themes. Investors need to understand how to identify the companies best placed to benefit. Active investment is the best way to protect your portfolio, in our view.
Innovation is the lifeblood of progress and growth, creating a path to future efficiencies.
Introducing the abrdn Global Innovation Fund
Mainly invest in abrdn SICAV I - Global Innovation Equity Fund
What is the strategy?
- Actively managed strategy that selects stocks based on company fundamentals.
- Invests globally in companies positioned to benefit from durable growth themes.
- A high-conviction portfolio containing just 30-50 holdings
How is it managed?
- Actively. Researching company fundamentals is at the heart of our investment process.
- We invest in companies for the long term, so company turnover in our portfolio is low.
- We're not tied to a benchmark index. We invest in stocks globally irrespective of market cap.
- We analyse companies based on ESG factors to evaluate their future prospects.
What is the result?
- A concentrated, differentiated portfolio of innovative global stocks that we manage actively.
- Exposure to the future, not the past.
Key benefits
Disruptive
Innovative companies benefit from competitive advantages that enable them to generate returns for shareholders.
Diversified
Investing in a theme as broad as innovation gives us a wide remit to build a highly diversified portfolio of growth companies globally.
Differential
Highly active portfolio of our best investment ideas. Our Fund has 39.4% exposure to US companies (as of 31 December 2021), versus 61.31% for the benchmark.
The portfolio offers broad thematic exposure to :
How we live
- Mobility
- NextGen Medtech
- Genomics
- Future Healthcare
How we make
- Sustainability
- Robotics
- Energy Transition
- Agritech
How we save and spend
- E-Commerce
- Fintech
- Financial Inclusion
- Future Retail
How we play
- Healthy Living
- Direct to Consume
- Sharing Economy
- Virtual Life
How we work
- Digitisation
- Edtech
- Gig Economy
- Cloud
Available shareclasses and benefits
Our distributors
Investment terms and conditions apply for each distributor.