One interesting thing that I have noticed throughout the event was the offer of disruptive technology fund by various fund houses such as BLACKROCK, FRANKLIN TEMPLETON, and Nikko AM(P.S not sponsored by them!)
So, the big question here is "What is disruptive innovation?
Our definition of disruptive innovation is the introduction potentially changes the way the world works.
The Nikko AM ARK Disruptive Innovation Fund enables the investor to easily access emerging and growth companies through listed global equity market opportunities. we have identified five major innovation platform that enables long term investment opportunities
What are the five innovation platform?
- DNA sequencing
- Blockchain
- Robotics
- Artificial Intelligence
- Energy Storage
Industrial innovation categories
- Autonomous Vehicles
- 3D Printing
- Automation & Robotics
- Battery Technology
- Space Exploration
- Mobility-as-a-Service
- Innovative Materials
- Programmable Biology
- Stem Cells & Immunotherapy
- Digital Health
- Biological Hardware
- Diagnostics
- Beyond Health
Internet Innovation categories
- Cloud Computing
- Big Data
- Neural Networks Mobile / loT
- Digital Media
- E-Commerce
FinTech Innovation categories
- Transaction Innovations
- Customer Facing Platforms
- Risk Transformation
- Frictionless Funding Platforms
- Bitcoin / Blockchain
- The New Intermediaries
But why invest in disruptive technology?
Despite its potential, the magnitude of disruptive innovation, and the investment opportunities it creates are often unrecognized or misunderstood by the traditional investors. Our Investment process recognizes that true disruptive, cuts across sectors and geographies, and spawns further innovation, stimulating growth over extended time horizons.
Potential Growth
There are five primary disruptive platforms that are expected to generate more than US$50 trillion in business value and wealth creation over the next 10-15 years. Today they are in their infancy and account for less than $6 trillion in global equity market capitalization.
Why invest in Nikko Am disruptive innovation fund?
1.Not your typical FANNG and BAT
Unlike traditional assets manager, the team at ARK devote 100%of their time researching and investing technologically enabled innovation
The team is made up of experts in multiple areas of innovation such as biomolecular engineering, cognitive science, artificial intelligence, robotics blockchain, technology
This result in a distinctive portfolio of what the team believes to be true disruptive innovators such as CRISPR technologies,Stratasys and 2uINC beyond typical technology stocks
2. Capture early-stage disruptors
ARK Invest's Open Research Ecosystem is designed specifically to identify disruptive innovation at an early stage, enabling the investment team to sift out and uncover unique insights, which the team believes to be true early-stage disruptors.
3. Low correlation to traditional asset classes
The Nikko AM ARK Disruptive Innovation Fund has little overlap with traditional indices, so it can complement traditional strategies. Thematic investing in disruptive innovation can offer low correlation to a number of core asset classes held in most investors' portfolios.
(Investor of the fund should have long term investment horizons)
The Nikko Am ARK disruptive innovation fund seeks to capture long term capital growth by taking advantage of changing trends created by technology-enabled innovations that cut across economics sector, industries and geographic region(ARK investment management LLC(ARK), a strategic partner of the Nikko AM group, is the investment advisor for the strategy. Based in new york, ARK is an investment manager focus solely on disruptive innovation that should change the way the world works.
Fund characteristics
Seek to capture long term growth and capital appreciation created by disruptive innovation
- Actively managed, high conviction portfolio
- low overlap with broad market indices
- Unique research process is driven by ARK Open research ecosystem
- investing across multiple sectors, geographies and capitalization
Fund details:
Nikko Am Ark disruptive innovation fund
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SGD class B
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USD class B
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Total fund size :
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USD 2,481,655 as of November 2019
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Minimum investment:
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USD 1,000 or equivalent in other currencies
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Legal structure:
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sub-fund of Luxembourg SICAV
qualifying as a UCTIS
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Investment manager:
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Nikko asset management America, inc
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Investment advisor:
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ARK investment management LLC
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Management company :
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Nikko asset management
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Management Fee
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1.50% p.a
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Sales charges:
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Up to 5.00%
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Dealing:
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Every valuation day
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Base Currency:
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USD
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Inception date
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26 July 2019
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11 january 2019
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ISIN code
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LU1861559042
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LU1861558580
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Bloomberg tickers
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NIKAD85 LAX
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NIKADBULLX
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Onto the next brochure!
The Emerging Market Appeal in a Low-Yielding world
Global investors searching for income opportunities may find the current climate particularly challenging. With developed market fixed income yields at or near record lows, yield-seeking investors may need to look outside the at to satisfy their income requirements — the answer lies in emerging markets (EM).
Why Emerging Markets Matter
It is difficult to dispute the long-term investment case that emerging market presents. Investing in EM provides exposure to countries with the lion's share of today's global GDP expansion, whch is estimated to be two-thirds of the world's GDP by 2024, up from one-third in 1980.
EM equities have a stronger potential for capital growth
EM fixed income has higher yields than developed market
Why Templeton Emerging Markets Dynamic Income Fund
The Fund is designed to deliver on the goals of an active, multi-asset approach to tap the EM growth story, by dynamically allocating assets between equities and fixed income to capture opportunities and deliver income.
Seeks capital appreciation and consistent income
• Targeting consistent and sustainable income(Distribution rate resets annually, using multiple sources of inputs and expectations)
Integrated and Dynamic Investment Process(Dynamic asset allocation dials asset class exposures up or down to capture the greatest opportunities )
Three Pillars of Expertise; One Strategy (The fund draws on the expertise and experience of three investment teams in the emerging markets equity, unconstrained global macro and income investing space)
Experienced and on-the-ground management team
-Michael Hasenstab, Ph.D. Chief Investment Officer Templeton Global Macro San Mateo, California, USA
-Chetan Sehgal, CFA Director of Portfolio Management Franklin Templeton Emerging Markets Equity Singapore
-Vivek Ahuja Portfolio Manager Templeton Global Macro Singapore
Consistent,
-Subash Pillai Regional Head of Client Investment Solutions, AP AC Franklin Templeton Multi-Asset Solutions Singapore
Consistent long-term performance
-The Fund has delivered consistent outperformance against its peer groups
That's all for the FSM Invest Expo 2020!
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