“Industry 4.0” portfolio

«Industry 4.0» is a topical investment basket that is aiming at generating returns by investing into future technologies.

The basket is composed of publicly traded stocks of companies working in biotechnology, nanotechnology, AI, cloud computing, cyber security, e-commerce and related hi-tech sectors from around the globe - from North America to Western and Eastern Europe, to Asia, Oceania and Africa. Those are both major well-established companies, as well as smaller-scale prospective players with a good growth outlook.

Indicative portfolio return for the period of 2005 thru 2016 starts at 10.6% p.a.. Minimum investment threshold is 100 000 USD, recommended portfolio holding period – over 3 years.

Investment type Individual portfolio
Asset class Stocks
Currency USD
Minimum investment amount 100 000 USD
Geographical focus Global markets
Scope of investments Stocks of public companies from innovative sectors of the global economy
Recommended investment horizon 3 years and above
Expected return 10% and above, per annum
Subscription fee 0.35%
Management fee 1.50% per annum