JSS Sustainable Equity – Tech Disruptors Investor Update

During the Webex event, Portfolio Managers Tomasz Godziek and Hüseyin Turan will discuss the fund’s performance. They will then provide an update on the portfolio positioning and outlook on the technology sector.

 Strategy highlights:

Since its launch in May 2018, the strategy continues to focus on the development of emerging and transformative tech trends, and thereby captures the full power of the technological disruption.

• Strong 2023 performance: 53.2%  (I USD Acc share class, 31.12.2023), 39.4% in CHF and 48.0% in EUR.
• Targets Tech Winners, companies with distinct competitive advantages and unique growth prospects, across the most attractive long-term trends, such as artificial intelligence, new semiconductor architecture, cybersecurity or the future of mobility.
• The portfolio’s diversified nature allows it to better navigate through different phases of the economic cycle and deliver sustained risk-adjusted performance.
• Our sustainability integration has been awarded by external providers:
  • “AA” rating by MSCI ESG.
  • FNG Label.
  • Above average rating (4 sustainability Globes) by Morningstar, indicating that the portfolio has lower financially material environmental, social, and governance risks relative to the peer group.

Event details