Funds

FS Chelverton Global Technology Fund

About the fund

FS Chelverton Global Technology Fund invests in global technology companies which are benefitting from long-term structural technology trends creating long-term growth potential. The investment process focuses on companies’ financial productivity and their ability to sustain that over a long period of time given competitive advantages. This in turn leads us to a focus on cash flows and return on invested capital of the businesses we own, and their ability to compound those (through reinvestment) over time. The fund is managed by dedicated technology specialists, with significant experience investing in the sector.

Sector fund focused on the global Technology industry

Own companies with long term growth potential and lasting competitive advantages

Fundamental focus on companies’ cash flow and return on invested capital

Managed by dedicated technology specialists

The fund is registered for sale in Germany, Denmark, Finland, Sweden and Norway only. Please contact your local approved adviser or visit https://finserve.se/en/fund/global-technology-fund/ for further details.

IMPORTANT NOTE: this fund is not available for sale in the UK

Fund facts

Launch Date

1 January 2019

Total Assets (31/12/24)

SEK 667m

Income Paid

Annually

Valuation

Daily

Investment Universe

Global technology

IA Sector

Global equity

Domicile

Sweden

Financial Year End

31 December

Base Currency

SEK