Macquarie Science and Technology Fund Class I (ISTIX)

Overview

This fund focuses on investing predominantly in the equity securities of science and technology companies across the globe. It is designed for investors seeking exposure to the science and technology sectors, emphasizing companies that stand to benefit significantly from technological advancements and innovation. By committing at least 80% of its net assets to companies either directly involved in science or technology or those that leverage these fields as a catalyst for substantial business growth, the fund offers a targeted investment opportunity. While it is open to investing in companies of any size, from small startups to large established firms, it also presents an international investment landscape by including foreign securities and emerging market issuers. Despite its potential for high growth, investors should note that the fund is non-diversified, meaning it may invest more of its assets in fewer issuers, which can increase volatility and risk.

Products and Services

• Equity Investments in Science and Technology Companies:

  The fund specializes in investing in the equity securities of companies engaged in science and technology sectors across various regions of the world. This includes, but is not limited to, companies developing innovative software, hardware, healthcare technology, and more. By focusing on these sectors, the fund aims to capitalize on the rapid growth and evolution of science and technology industries.

• Investments in Companies Utilizing Technology as an Agent of Change:

  In addition to direct science and technology firms, the fund also invests in companies that leverage technological advancements to significantly enhance their business models or market positions. This can include traditional businesses that are undergoing digital transformations or adopting innovative technologies to improve efficiency, reach new markets, or create new products and services.

• Global and Emerging Markets Exposure:

  The fund offers investors access to a broad range of markets by investing without limitation in foreign securities, including those issued by companies in emerging markets. This approach allows for a diversified international portfolio that can tap into the growth potential of science and technology companies worldwide.