[Finterest] Are global tech funds the missing piece in your investment portfolio?

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Rappler spoke with Pru Life UK and ATRAM to learn more about their global tech fund that invests in the tech titans that power today's digital world

This is AI generated summarization, which may have errors. For context, always refer to the full article.Rappler spoke with Pru Life UK and ATRAM to learn more about their global tech fund that invests in the tech titans that power today's digital world

But though investing in this fund quickly gives you exposure to these tech companies, it doesn’t mean you directly own shares in them. When you invest in the fund, you don’t have ownership rights, aren’t entitled to dividends, and don’t get voting rights for the underlying stocks — benefits you would have if you bought the stocks directly.

Fidelity’s fund holds the actual shares in major tech companies around the world, while ATRAM’s feeder fund gives a way for local investors to benefit from these stocks without having to manage foreign exchanges or buy individual shares. Gone are the days where you need to have a private banking account or US dollars to be able to invest in global companies.

But with all the chatter about Nvidia and Tesla’s soaring stock prices, you might be wondering why their names are absent from the list. According to ATRAM, that’s by design. And that strategy seems to have worked out. ATRAM’s fund has delivered impressive returns, so much so that it was named the in 2024 by the Chartered Financial Analyst Society Philippines. Year to date, it’s given a 17.94% return. Meanwhile, over the past five years, the fund has gotten a cumulative return of 183.59%, which translates to a 23.18% annualized return. This means that, on average, the fund’s value has grown by over 23% each year.

 

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