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MFM Techinvest Technology A Acc

Performance History31/10/2019
Growth of 1,000 (GBP) Advanced Graph
MFM Techinvest Technology A Acc
Fund-6.121.111.08.38.3
+/-Cat-14.6-6.9-14.311.7-15.2
+/-B’mrk-16.9-11.9-15.24.9-24.0
 
Key Stats
NAV
14/11/2019
 GBX 552.60
Day Change 0.00%
Morningstar Category™ Sector Equity Technology
IA (formerly IMA) Sector Technology and Telecommunications
ISIN GB0032832841
Fund Size (Mil)
31/10/2019
 GBP 40.12
Share Class Size (Mil)
31/10/2019
 GBP 27.65
Max Initial Charge 5.00%
Ongoing Charge
07/08/2019
  1.71%
Investment Objective: MFM Techinvest Technology A Acc
The investment objective of MFM Techinvest Technology Fund is to provide capital growth from capital appreciation and the accumulation of income through a globally invested portfolio of equities and bonds. Emphasis will be placed on technology-based businesses worldwide. It is envisaged that up to 75% of the total fund value will normally be in securities quoted on the London Stock Exchange, with the balance invested elsewhere, primarily North America.
Returns
Trailing Returns (GBP)14/11/2019
YTD8.20
3 Years Annualised11.52
5 Years Annualised9.10
10 Years Annualised14.41
12 Month Yield 0.00
Management
Manager Name
Start Date
Conor Macarthy
21/05/2003
Inception Date
29/04/2003
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE techMark All-Share TR GBPMSCI World/Information Tech NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNo
OtherNot Specific
Portfolio Profile for  MFM Techinvest Technology A Acc31/10/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.290.0093.29
Bond0.000.000.00
Property0.000.000.00
Cash6.710.006.71
Other0.000.000.00
Top 5 Regions%
United States66.22
Middle East14.09
United Kingdom8.42
Canada8.19
Asia - Emerging3.07
Top 5 Sectors%
Technology79.28
Communication Services10.15
Healthcare6.60
Consumer Cyclical2.67
Industrials1.30
Top 5 HoldingsSector%
Aviat Networks IncTechnologyTechnology6.07
Mitek Systems IncTechnologyTechnology5.24
Sapiens International Corp NVTechnologyTechnology4.40
Allot LtdTechnologyTechnology3.33
Radware LtdTechnologyTechnology3.24
MFM Techinvest Technology A Acc
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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