Technology

Advance from 2009 lows

Bought 9.81 million shares in Q1

Strong fundamentals in Cisco and Microsoft

Follows disappointing earnings

Has worked with Technical Connection since 1991

Sector lacking in true innovation

Tech not immune from growth concerns

Baidu, Alibaba and Tencent

Launched 16 funds to UK earlier this year

These are hazardous times for investors in the UK, particularly those seeking sustainable income, writes Saracen's Scott McKenzie.