The Innovation Portfolio
Sasfin Portfolio Managers, Nicholas Dakin and Wouter van der Merwe unpack the Sasfin Innovation Portfolio’s performance since the start of this year and provides an update on its positioning and outlook.
Sasfin Portfolio Managers, Nicholas Dakin and Wouter van der Merwe unpack the Sasfin Innovation Portfolio’s performance since the start of this year and provides an update on its positioning and outlook.
This exciting portfolio has delivered strong returns for investors, returning over 36% per annum in US dollars over the past five years.
Numerous disruptive thematic innovations are set to fuel world economic growth in the 2020's. The Innovation Portfolio seeks to capitalise on the themes driving this growth such as Smart Mobility, Healthcare Innovation, Internet-of-Things & 5G, Robotics & AI, Cloud Computing & Cybersecurity, e-Commerce & Fintech, Digital Entertainment and Clean Energy.
