Could wary investors miss out as tech revolution set to destroy 'entire sectors'?

Natalie Kenway
clock • 4 min read

Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.

Neptune Investment Management launched a Global Technology fund at the end of last year after taking a significant position in the sector across a number of portfolios, and Stuart Mitchell, managing partner and CIO of SW Mitchell, said he is searching for a full-time tech analyst, which could lead to a fund launch. Meanwhile, Prusik's Heather Manners has introduced a disruptive technology theme to her $68.3m Asia fund, as companies within the energy and auto sectors are starting to change how whole industries operate. Tech flows However, retail investors still appear wary about inve...

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