Have you ever wondered how to invest in the companies shaping our digital world? 🌐
Introducing Versa US-Tech, your convenient gateway to the tech titans of the US!
What is Versa US-Tech?
The underlying fund of the Versa US-Tech is the AHAM World Series – US Technology Fund, a feeder fund which in turn invests in the JPMorgan US Technology Fund (“Target Fund”).
A feeder fund is a specialised investment gateway that pools money from different types of investors and channels it into a single, master investment fund known as the “Target Fund”.
This fund seeks capital appreciation over the medium to long term by investing a minimum of 85% of the fund’s NAV into JPMorgan Funds – US Technology Fund. Also, a maximum of 15% of the fund’s NAV will be invested in money market instruments, deposits and/or derivatives. The Target Fund invests in promising US technology-related companies which gives you access to leading technology companies driving innovation across sectors like artificial intelligence, cloud computing, and e-commerce!
The minimum investment for any JP Morgan funds is usually USD 35,000 but with Versa US-Tech, you can start investing with just RM1,000! Now, that’s a win. 🏆
What’s the investment approach of the Target Fund?
The JP Morgan US Technology Fund, the core of the Versa US-Tech, focuses on finding and investing in leading technology companies. The Target Fund invests in companies with varying backgrounds including companies with disruptive business models, global markets, sustainable competitive advantages, and experienced management teams!
The Target Fund’s investment philosophy is mainly rooted in the belief that technological advancements continuously create new growth opportunities. With a flexible, bottom-up approach, the JP Morgan Funds – US Technology Fund invests across various company sizes and sectors while identifying companies whose growth potential is often underestimated by the market.
What’s the Target Fund’s historical return?
The Target Fund’s investment strategy pays off and is shown in its strong historical performance – a 10-year annualised return of 20.72% (as of 31 Jan 2025)! For more historical performance of the JPMorgan Funds – US Technology Fund, please visit their website here!
💡 Psst! If you apply the Rule of 72, it only requires 3.6 years for the capital to double if the annualised return is 20%. 👀
Which sectors or companies does Versa US-Tech invest in?
While the underlying fund (AHAM World Series – US Technology Fund) mainly invests in JPMorgan Funds – US Technology Fund (“Target Fund”), the Target Fund primarily invests in the information technology, media and communication services. Some portfolios you may be familiar with are Meta, Tesla, Netflix, Oracle, Broadcom and more!
Note: The companies mentioned above were updated as of 31 Jan 2025. Fund portfolios of the underlying fund and target fund are subject to changes based on AHAM Asset Management Berhad and JPMorgan’s fund managers, respectively.
Why Invest in Versa US-Tech?
⚙️ Tap into US tech dominance: Gain exposure to leading US tech companies that are powering the technologies we use every day.
📈 High growth potential: The tech sector has historically demonstrated strong growth potential, offering the opportunity for significant long-term returns!
👐 Accessible investment: Access leading US tech companies right where you are and with affordable entry points.
🏅 Expert fund management: Benefit from the expertise of leading fund managers with a strong track record in investing.
This investment fund also features the following perks:
💰 0% sales charge
🤳 100% online
👍 No brokerage fee required
*Versa US-Tech is categorised as a very high-risk fund. Please assess your risk tolerance and invest responsibly. Past performance is not indicative of future results.