Wright 💡 Innovation

Invest in Disruptive Innovation : Electric Mobility, Biotech, Ecommerce, Digital Revolution, Fintech

Returns: 31.8 % (1Y)

Volatility:

High Volatility


Portfolio Update:

Monthly


Min Investment:

63336


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Invest in Disruptive Innovation : Electric Mobility, Biotech, Ecommerce, Digital Revolution, Fintech

This is a high risk equity strategy to invest in stocks with high degrees of innovation.

  • This is a multi stock portfolio of up to 25 stocks selected from the top 500 universe
  • The underlying equity themes consist of selecting stocks that champion disruptive innovation in Electric Mobility, Biotech, Ecommerce, Digital Revolution, Fintech.
  • The historical performance of this portfolio has beaten the benchmarks by a wide margin.
  • The rebalance of the portfolio is usually done every month to keep turnover low.
The strategy invests in high innovation stocks using mean variance optimization and risk targeting
Equity Allocation 100%

PB Ratio

1.10

PE Ratio

6.47

Rebalancing Frequency

Monthly

Next Update

Dec. 1, 2022

Type

Thematic

Performance Metrics

Disclaimer: The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes. Use of back-tested data has inherent limitations including the following: The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight. Actual performance may differ significantly from back-tested performance. Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment or investment strategy.