Exploring fintech opportunities

Invest in the companies reshaping the world of financial services

Why fintech?
Technological innovation is disrupting the global economy, and the financial services industry is no exception. We believe the digital transformation of financial services offers a long-term opportunity that is just beginning.
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Expertise

Our team of seasoned specialists has the experience and expertise – in both financial services and technology – to identify the companies driving the next generation of financial services.

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Experienced portfolio manager

Bruce Glazer has more than 27 years’ industry experience in the technology and business service sectors, with specialisms in the analysis of transaction and information processing, and information technology professional services.

Pure-play investment approach

Invests in companies where the primary growth driver is to drive or use technology to deliver the next generation of financial services.

Insights

Fintech beyond the pandemic: Q&A
In this Q&A, we explore the impact of COVID-19, the latest opportunities in fintech and the sector’s long-term tailwinds.
August 2020

FUND RISKS

All investors should consider the risks that may impact their capital, before investing. The value of your investment may become worth more or less than at the time of the original investment.

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Please refer to the PROSPECTUS for further risk factors.

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DISCLOSURES & FOOTNOTES

© 2020 Morningstar, Inc. All rights reserved. The information contained herein: 

(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.  Rating is based on S Acc Unhg. Ratings are not a recommendation.

*Performance returns for periods one year or less are not annualized. | Fund returns shown are net of actual (but not necessarily maximum) withholding and capital gains tax but are not otherwise adjusted for the effects of taxation and assume reinvestment of dividends and capital gains. | Index returns are shown net of maximum withholding tax and assume reinvestment of dividends in line with the index providers methodology. | The inception date of the USD S Accumulating Unhedged share class is 16 October 2018. Fund returns shown are net of USD S Accumulating Unhedged share class fees and expenses. Source: Fund – Wellington Management., Index – MSCI. | If the last business day of the month is not a business day for the Fund, performance is calculated using the last available NAV. This may result in a performance differential between the fund and the index.
Investment in the funds described on this website carries a substantial degree of risk and places an investor’s capital at risk. The price and value of investments is not guaranteed and can go down as well as up. An investor may not get back the original amount invested and an investor may lose all of their investment. Investment in the funds described on this website is not suitable for all investors. If an investor is in any doubt as to the suitability of an investment in a fund, an investor should consult an independent financial advisor. The information on this website does not constitute, and should not be construed as, investment advice or a recommendation to buy, sell or otherwise transact in any security including, but not limited to, shares in the funds. An investor should only invest in a fund once that investor has carefully read and understood the prospectus and KIID for the fund which contain further information on the risks and features of the fund. Unless stated otherwise data is as at previous month end.