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Identifying investments with a track record of at least 3 years
”Our Investment Process Starts With Identifying Investments With A Track Record Of At Least 3 Years In Each Of The 7 Sectors
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Whilst it is our intention to invest in a number of different investment types our preference is for Exchange Traded Funds (ETFs), because they offer a wide spread of shares and very low charges. This is the one asset class where we are unable to achieve more than a one year track record because most ETFs that invest in our preferred sectors only have a track record of one year. However, the vast majority of the underlying stocks will have at least a 3 year track record.
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Our next preferred category is investment trusts because generally the charges are lower than for the average unit trust/OEIC but also because they offer something different to the latter investment type. Firstly a number of investment trusts use low cost gearing or borrowing which means that they have the potential to invest more money than a unit trust or OEIC. In addition to this, investment trusts can be bought at a discount to net assets which means that potentially they can be bought at a lower price than the equivalent unit trust or OEIC.
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Next we will invest some of the fund into OEICs and unit trusts but only where there is no equivalent ETF or investment trust.
Why invest in the seven themes
The YE 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, socialse and interact.
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Our next preferred investment type is equities. We have a preference for global technology stocks which are market dominant and highly profitable. We have a preference for shares which are effectively a fund of funds such as Alphabet which not only owns Google but around 200 other subsidiary companies.
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Last but not least we like pre-IPO private equity. We intend to access shares such as Uber and Airbnb which may involve investment via other structures.
