The Nikko AM ARK Global Disruptive Innovation Fund gains exposure to global equities that are relevant to the investment theme of disruptive innovation by investing in the Nikko AM ARK Disruptive Innovation Fund (Underlying Fund), a sub-fund of the Nikko AM Global Umbrella Fund. The Underlying Fund is an open-ended investment company established under Luxembourg law as a ‘société d’investissement à capital variable’ (SICAV).
ARK Investment Management LLC (ARK), a strategic partner of the Nikko AM Group, is the sub-adviser for this strategy.
ARK’s investment philosophy
ARK believes that innovation is key to growth. ARK seeks to capture long-term outperformance and capital appreciation created by disruptive innovation. Disruptive innovation is the introduction of a technologically enabled product or service that changes an industry landscape by creating simplicity and accessibility, while driving down costs. ARK believes disruptive innovation is key to long-term growth of company revenues and profits. ARK invests in equity securities of companies that are relevant to the investment theme of disruptive innovation.
Rooted in over 40 years of experience, ARK aim to identify large-scale investment opportunities resulting from technological innovations such as robotics, big data, machine learning, blockchain technology, cloud computing, energy storage, and DNA sequencing.
ARK’s investment approach
ARK focuses solely on investing in disruptive innovation. Despite its potential, ARK believes the full magnitude of disruptive innovation and the investment opportunities it creates are often unrecognised or misunderstood by traditional investors. ARK researches across sectors, industries, and markets to gain a deeper understanding of the convergence and market potential of disruptive innovations. ARK believes that its consistent investment process and active management of high-conviction portfolios capitalises on rapid change and avoids industries and companies likely to be displaced by innovation.
|Fund||Summary||Distribution frequency^||Minimum recommended investment period*||Minimum investment|
|Nikko AM ARK Global Disruptive Innovation Fund||Actively managed fund that provides access to a global equity portfolio that provides thematic exposure to disruptive innovation. Typically invests in 45-65 stocks||Annually||7+ years||$10,000|
*Please note, this is a guide only, not a recommendation.
^The Fund's constitution provides for distributions to be calculated annually. Due to the capital growth style of this Fund we expect annual income distributions to be minimal or nil at times.
Research House Disclaimers
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued. However, it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy are not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.