Share this page:
Stay connected:
Welcome to the Citywire Money Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!



Broad-based technology/innovation funds - any suggestions?
Posted: 10 January 2013 16:59:42(UTC)

Joined: 23/07/2010(UTC)
Posts: 7

Thanks: 15 times
Was thanked: 8 time(s) in 2 post(s)
I'm interested in adding some investments to my portfolio in funds (or trusts) which invest in broad-based technology/innovation opportunities.

Many "technology" themed funds that I have researched seem to have a strong bias towards information technology only, holding the usual suspects like Apple, Microsoft, Cisco, Oracle and so on.

Can anyone suggest any funds or trusts which have a much broader coverage of other technologies, in engineeting, materials, healthcare, energy and so on?
Posted: 11 January 2013 16:07:54(UTC)

Joined: 04/02/2008(UTC)
Posts: 46

Thanks: 6 times
Was thanked: 8 time(s) in 7 post(s)

Some of the really important and 'sexy' advanced materials companies are not quoted, they prefer to raise funds informally from their existing holders and by word of mouth.

You it seems are interested in funds, which seems to me to be more of a scatter-gun approach.

3I used to be in this market. Not having looked at them in years I have no idea where they are now at, perhaps you could do some research, it should not be overly taxing.

All the best.
1 user thanked stormdog for this post.
AlanT on 11/01/2013(UTC)
Jeremy Bosk
Posted: 12 January 2013 12:22:03(UTC)

Joined: 09/06/2010(UTC)
Posts: 1,294

Thanks: 85 times
Was thanked: 213 time(s) in 128 post(s)
Funds are generally too broad based to offer much of a chance of outperforming the market.

A couple do seem reasonable performers notably Worldwide Healthcare and Biotech Growth Trust.

Some particular quoted companies with IP interests are:

Imperial Innovations

Fusion IP

IP Group PLC

Amphion Innovations PLC


A sideways exposure to IP might be Murgitroyd Group, an IP patent advisory firm or RWS Holdings which does a lot of translation for patent, copyright and trade mark applications inter alia.

These are all single companies but either hold stakes in other IP companies or supply services.

2 users thanked Jeremy Bosk for this post.
Colm Maguire on 12/01/2013(UTC), AlanT on 12/01/2013(UTC)
Jeremy Bosk
Posted: 28 January 2013 16:55:09(UTC)

Joined: 09/06/2010(UTC)
Posts: 1,294

Thanks: 85 times
Was thanked: 213 time(s) in 128 post(s)
Interesting article on graphene here:


There was some discussion on this site about graphene but I can't find it now so as this is on technology investment...
1 user thanked Jeremy Bosk for this post.
AlanT on 13/02/2013(UTC)
Posted: 28 January 2013 21:24:34(UTC)

Joined: 27/01/2013(UTC)
Posts: 1,797

Thanks: 798 times
Was thanked: 2689 time(s) in 1018 post(s)
Polar Capital Technology Investment Trust - fairly solid, main holdings if I recall correctly in the likes of Apple, MS, Google, IBM, Samsung, amounting to over two-thirds. I have it on stock watch and am tempted partly because Apple is oversold and the trust's record is rather good

Biotech Growth Trust I bought last year and has done well, again mainly N American holdings (which fits one of my medium term investment strategies), management takes a slice of any outperformance of the benchmark (but good incentive, why grudge them). Buying/holding it is an act of faith in biotech, the managers, and the US economy.

Back home I am also watching Innovation Group which reports 1 Feb. Recommended as a buy by several brokers a few weeks ago.

None of these pays out a dividend.
1 user thanked Micawber for this post.
AlanT on 13/02/2013(UTC)
Posted: 01 February 2013 22:49:11(UTC)

Joined: 29/01/2013(UTC)
Posts: 2

Thanks: 4 times
Was thanked: 2 time(s) in 2 post(s)
Also SMT for more retail and web-based (eg major search engines in China)
1 user thanked bd for this post.
AlanT on 13/02/2013(UTC)
Posted: 02 February 2013 15:42:17(UTC)

Joined: 13/08/2010(UTC)
Posts: 305

Thanks: 141 times
Was thanked: 353 time(s) in 147 post(s)
Biotech Growth Trust is broadly biotech and has perfumed very well.
Of mainly IT funds, Polar Cap Tech IT (PCT) has suffered of late from heavy weighting in Apple, but this could turn to its advantage as Apple shares recover (likewise, to lesser extent, Axa Fram Tech and Henderson Global Tech funds). So far, over 1 and 3 years, Tech funds / ITs focused on smaller tech stocks have done better of late: MFM Techinvest Tech and Herald IT (HRI).
1 user thanked chazza for this post.
AlanT on 13/02/2013(UTC)
Posted: 13 February 2013 16:13:51(UTC)

Joined: 25/01/2013(UTC)
Posts: 1

Was thanked: 1 time(s) in 1 post(s)
GLG have tech fund that looks good too.
1 user thanked Topcat for this post.
AlanT on 13/02/2013(UTC)
+ Reply to discussion


Other markets