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BNP Paribas Disruptive Technology

 

Participate in one of the largest trends driving global equity markets today.

THE OPPORTUNITY SET

Advances in innovative technologies are transforming society and the global economy. The impact of these disruptive technologies is not limited to the technology sector, but rather felt across industries like financial services, healthcare, industrials, consumer goods and energy. These digital subsections offer a wide range of opportunities for innovation and offer an attractive growth outlook.

More broadly, thematic investing is a fast growing market and helps investors to access a larger investment universe than, say, sector-focused funds or ETFs.

WHY BNP PARIBAS DISRUPTIVE TECHNOLOGY?

BNP Paribas Disruptive Technology targets innovative technologies that disrupt business models across different industries – an exposure that could produce long-term growth and is difficult to replicate using traditional benchmarks.

To do so, the fund combines top-down perspectives of the themes driving global innovation with bottom-up views of individual securities across developed and emerging markets, different industries and the entire market cap spectrum including small- and mid-cap stocks. The portfolio thus incorporates what we believe are the best ideas across the most significant disruptive technology themes globally, such as cloud computing, artificial intelligence and the internet of things (IoT).

As with all our funds, BNP Paribas Disruptive Technology also incorporates environmental, social and governance (ESG) considerations and should therefore only invest in sustainable companies. That is, companies with resilient business models that do no harm and positive or improving ESG profiles.

OUR EXPERTISE

Pamela Hegarty is the lead portfolio manager of the fund since 2016. The team features five portfolio managers and one equity research analyst, as well as an investment and portfolio construction specialist.

The team also draws upon ideas from several other BNP Paribas Asset Management investment teams including US and Global Thematic Equities, Global Equities, Emerging Markets Equities, European Equities, and benefits from access to our Sustainability Centre.

RESOURCES

Riding the digital transformation with US equities

Disruptive technology : fast-forwarding us into the future

BNP Paribas Disruptive Technology summary video

Pamela Hegarty discusses where she sees opportunities across the technology space with Daniel Morris, senior market strategist.

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We consider the impact of COVID-19 on the adoption of new technologies and what it may mean for investors.

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We explain the case for investing in digital technologies, from household products to healthcare.

 

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DISCLOSURES


Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the strategies described being at risk of capital loss. There is no guarantee that the performance objective will be achieved. Past performance or achievement is not indicative of current or future performance.