United Global Innovation Fund

  • United Global Innovation FundUnited Global Innovation Fund

About United Global Innovation Fund

The United Global Innovation Fund harnesses opportunities in innovation, focusing on structural trends that can drive growth and returns, independent of the global economic cycle. Many of these investment themes take time to develop and investors need to be patient with a long time horizon of up to 10 years. This will enable the Fund to gain exposure to early-stage potential growth opportunities and allow time for them to play out.

The Fund seeks to invest in companies that are developing disruptive technologies and challenging the way traditional companies operate, as well as firms capitalising on significant trends in various industries.

Why Invest in this fund?

The Fund invests in companies that are either consistently innovative or positioned to benefit from the evolving trends in our rapidly changing world. By seeking out growth opportunities from structural changes across industries, it strives to capture performance from multiple trends in a single, diverse portfolio. We believe that innovation can drive growth independent of the global cycle and investment opportunities can be found in two distinct areas.

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Reasons to Invest

 

Future-facing and unconstrained

The Fund invest across sectors, industries, geographies, and market caps in rapidly growing companies that are shaking up the market by harnessing innovation and trends.

Long-term value creation potential

Underlying investment themes take time. We invest over decades, not quarters, to capture innovation’s long-term value creation potential over the next 5 to 10 years.

Experienced investment capabilities

Seasoned portfolio management team with 50+ industry-specific career analysts leveraging their broad and deep research and industry expertise.

Investing in innovation

We look for disruptive enterprises across sectors, regions and market capitalisations. In addition, we also seek to capitalise on these significant trends that are transforming our world.

COVID-19, pandemic then endemic now

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Disruption in technology, the "Uber effect"

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Technology adoption rates

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Popularity of Winners and Losers

 

Infographic 2

Source: Visual Capitalist, Apptopia, Moengage, 4 May 2020 | The COVID-19 Impact on App Popularity (https://www.visualcapitalist.com/covid-19-impact-on-app-popularity/) | Image from Wellington Management, 30 June 2021 | Logos online

Source: Visual Capitalist, Apptopia, Moengage, 4 May 2020 | The COVID-19 Impact on App Popularity (https://www.visual
capitalist.com/covid-19
-impact-on-app-popularity/
) | Image from Wellington Management, 30 June 2021 | Logos online

Infographic 3

Source: Wellington Management, 31 July 2021. | This is provided for illustrative purposes only and is not intended to constitute investment advice or a recommendation to buy or sell any security.

 

 

 

Accelerated the shift of themes – digitization, the shift to the cloud, telemedicine, fintech, and ecommerce / delivery

 

Infographic 5

Source: NYC Taxi and Limousine Commission as at June 2017. Data is as of 2017 because more recent data is unavailable from this source.

 

While we believe results would be similar using current data, results based on 2018 statistics could be different. This is provided for illustrative purposes only and is not intended to constitute investment advice or a recommendation to buy or sell any security. The specific securities are included only as examples of disruption in technology (Uber). The securities identified are not intended to reflect the holdings of any Wellington portfolio.

 

Infographic 4

Source: US Census, Wall Street Journal, Tech Crunch, Wellington Management, 30 June 2021. | Values displayed in the chart are annualized.

 

Disruption isn’t new, however the pace of change is accelerating

 

 

Innovation occurring across industries

 

Interconnectivity

Our increasingly connected world is causing disruption in media and consumer behaviour.

 

Future Finance

The ‘democratisation’ of finance is a phenomenon brought about by rapid internet adoption. This includes the rise of digital banking and ecommerce. China in particular has leapfrogged developed markets like the US to become the global market leader in fintech and e-payments.

 

Consumer Experience

Consumers now value ‘experiences’ such as travel and dining more than ‘things’ such as clothes and electronic appliances.

 

Healthcare

The medical field has been given a shot in the arm by innovation. Advancements in drug discovery especially for immuno-oncology and rare diseases are scaling new heights and bending cost curves.

 

Machine Learning and Automation

The manufacturing sector is being disrupted with increasing automation while the cost of computing has fallen drastically with the amount of data generated expected to quadruple.

 

Climate Change

The ravaging effects of climate change have led to disruption in the energy sector with renewable sources coming to the fore. The automobile sector is also being disrupted with the increasing prevalence of electric vehicles.

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