INFORMATION TECHNOLOGY

What does the Information Technology industry entail ?
Information Technology encompasses all activities involving the processing, altering and conveying of information in any form. It includes semiconductor makers, hardware manufacturers, telecom equipment providers and operators as well as software editors and service providers. It does not include the media industry.

What is the funds investment universe ?
Within the Information Technology industry, IT Asset Management focuses on the most promising investment areas offering high growth prospects over the coming three years.

What time horizon should be considered when investing into the funds ?
The recommended investment horizon is five years or more.

What is the investment process ?
Please download the investment process.

Is there any tracking- error target ?
No

Why invest in Information Technology ?
The attitude of most investors towards Information Technology is higly emotional. This industry is in perpetual motion, but while it generates strong growth, the leading players keep changing on a regular basis. T his leads to unreasonably high expectations followed by irrational rejection. Should one need to be reminded - it was in the midst of a PC crisis in the 80’ that Apple (1981), Microsoft (1986) and Oracle (1986) were first listed on the stock market!

Why invest in Information Technology NOW ?
Currently, growth catalysts for the Information Technology industry are numerous. For example, the growing number of mobility enabling tools, digital consumer electronics, the logistic revolution and the possibility to track manufactured goods thanks to the introduction of “RFID” (Radio Frequency Identification), the growing pervasion of the whole industry through digitalisation (automotive, defence, aeronautics…), the broader use of Information Technologies among smaller companies (SOHO) and in developing countries.

Why invest in IT Asset Management's funds ?
IT Asset Management has proven to be a consistent and successful fund manager for more than a decade :

• a specialised and stable management team with complementary skill sets,
• fund managers who are also co-owners of the company,
• robust methodology and unstinting discipline,
• transparent management policy founded on strong moral convictions,
• an excellent track record,
• an organisation which is customer focused