The YFS Intelligent Wealth Fund invests in innovative and disruptive global companies that are shaping the future and creating superior value for society.
“The YFS Intelligent Wealth Fund invests in innovative and disruptive companies that are shaping our future. These companies offer the potential for significant investment returns in the future in emerging sectors such as biotechnology, renewable energy, robotics, 3D printing, Internet of Things, artificial intelligence, virtual and augmented reality etc.”
Jim Mellon
– Entrepreneur and self-made billionaire
Why invest in the seven themes?
The YFS Intelligent Wealth Fund is investing in companies that are reshaping our economy by changing the way we work, shop, interact, improving our healthcare and environment.
Connectivity
Aims to provide a broad exposure to Internet of things, 5G, cloud computing, cybersecurity, virtual reality, data center and artificial inteligence (AI).
Longevity
Seeks to benefit from companies that are enhancing our quality of life using new innovative technology.
Fintech
Seeks to revolutionise the financial industry by benefitting from the growth of blockchain technology, E-commerce, digital wallets and Software as a Service (SaaS).
Transport tech
Seeks to provide exposure to companies that are reducing pollution on our planet by radically transforming the transportation sector. The areas include autonomous cars, electric vehicles, drones, eVTOL and space exploration.
Automation and robotics
Seek to benefit from growing adoption of robotics and automation, 3D printing, and artificial intelligence (AI).
Renewable energy
Seek to benefit from sustainable and climate friendly energy technologies that reduce greenhouse gas emissions. The areas include battery storage, hydrogen power, wind and solar power.
Next generation Internet
Seek to provide exposure to companies that are revolutionising the way we communicate, socialise, and interact.
Our Investment Process
We identify disruptive and innovative companies that have significant growth potential that can deliver exceptional compound returns over the long term.
We focus on extraordinary businesses run by visionary founders with scalable business models.
We focus on businesses that generate high cash flow and return on capital with great re-investment opportunities to deploy it.
We allocate more capital to superior businesses that can create long term capital appreciation and have strong competitive advantages.
We focus on highly ethical and environmental companies.
Disclosure of Holdings
We are transparent and here is the full disclosure of our holdings:
Private Holdings
| Name | Price | Shares | Market Cap | Fund Share |
|---|---|---|---|---|
| JUVENESCENCE LTD | $24.70 | 40,486 | $819,709.17 | 6.97% |
| JUVENESCENCE COV BOND | $100 | 662,298 | $542,889.46 | 4.62% |
| BECKLEY PSYTECH LIMITED | $3.96 | 63,131 | $204,925.41 | 1.74% |
You can find our fund from the following popular platforms.
The fund can be accessed directly with Yealand as the ACD, or via the following Platforms.
