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The investment strategy follows a systematic momentum approach focused on the global technology sector. The investment universe consists of listed companies worldwide with significant activities in technology, including semiconductors, software, hardware, cloud computing, artificial intelligence, cybersecurity, digital infrastructure and related technology industries. Stocks are selected using clearly defined momentum criteria. The strategy aims to identify technology companies showing strong and persistent relative price performance. The portfolio is reviewed and rebalanced every three months. Stocks that no longer meet the selection criteria may be replaced by companies with stronger momentum characteristics. The strategy invests in a limited selection of the highest-ranked stocks rather than replicating a technology index. The portfolio may include companies from different countries and segments of the global technology industry. Securities are typically held for approximately three months but may remain in the portfolio for several consecutive periods if they continue to meet the selection criteria. Positions may be sold earlier when necessary for risk management or in exceptional market circumstances. Investment decisions are primarily based on quantitative market data, historical price performance and momentum rankings. Public financial information, software-based analysis and AI tools may also be used to support research and further develop the strategy. The objective is to apply a transparent, disciplined and repeatable investment process to the global technology sector.
Master data
WFMTMTECHN
10/06/2026
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100.6


