VOLT is an actively managed portfolio comprising 15 to 100 stocks economically tied to global electrification. To be eligible for inclusion, companies must meet minimum market capitalization and liquidity requirements, and derive at least 50% of their revenue from the supply of raw materials, equipment, software, and services for electrification and power generation, as well as electricity storage. The investment universe spans various sub-industries, including electrical equipment, energy, industrial machinery, distributors, utilities, and construction and engineering. The fund may invest in foreign securities and is expected to allocate a significant portion of the portfolio to US, Canada, and Europe. It utilizes both internal and external data sources and relies on the discretion of the adviser for investment decisions. The adviser aims to invest in attractively valued electrification-related firms by employing both top-down and bottom-up fundamental investment approaches.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Tema

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

3 ธ.ค. 2567

จำนวนหลักทรัพย์

29

ISIN

US87975E8342