Amati Global Investors is preparing to launch a fund that will target companies driving innovation across their industries.
The TB Amati Strategic Innovation Fund, a sub-fund of TB Amati Investment Funds, will focus on high growth and high value opportunities, the firm said.
According to the firm, the approach will protect investors from volatility found in growth sectors over the last year. The portfolio will consist of 30 to 50 companies of all market capitalisation and sectors, though it will likely skew towards technology, healthcare and industrials. Holdings will be limited to a maximum weighting of 10% with no sector taking over more than half the portfolio’s total.
The fund will be managed by Mikhail Zverev, Graeme Bencke, and Dr Gareth Blades, and reside in the IA Global sector. With the MSCI ACWI index as its benchmark, the Strategic Innovation fund will carry an ongoing charge figure of 1%.
This OCF is capped and comprises of a research charge of 0.10% and an annual management charge, also capped, of 0.75%. Amati founder and CEO, Dr Paul Jourdan, added: “Innovation can be a significant differentiator to the success of any business, and it has been frequently under-valued by investors.”
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