Macquarie Science and Technology Fund Class C (WSTCX)

Overview

This fund focuses its investments on the equity securities of science and technology companies across the globe. It commits at least 80% of its net assets to the securities of entities engaged in the science or technology sectors. The fund is designed to capitalize on companies that leverage scientific and/or technological advancements to significantly enhance their business operations. With a broad investment scope, it considers companies of any size and embraces the opportunity to invest in foreign securities, including those from emerging markets. It operates with a non-diversified investment strategy, potentially concentrating more in specific securities than diversified funds would.

Products and Services

• Equity Securities Investments:

  The fund primarily engages in the investment of equity securities belonging to companies that are significantly influenced by developments in science and technology worldwide. This may include stocks in biotech firms, information technology companies, and other sectors driven by innovation.

• Global Investment Approach:

  In pursuit of its objectives, the fund adopts a global investment strategy, exploring opportunities in the equity securities of science and technology companies across different regions, including developed and emerging markets. This approach allows for a diversified geographical exposure to the science and technology sectors.

• Flexible Size Investment:

  The fund is not limited by the size of the companies in which it invests. Therefore, it may allocate its assets to small-cap, mid-cap, or large-cap companies, provided they operate within the science or technology spheres or utilize these fields to significantly improve their business prospects.

• Foreign Securities Investment:

  A significant portion of the fund's investment strategy involves the inclusion of foreign securities. This includes companies outside of the investor's home country, offering exposure to the global science and technology markets and potentially to the economic dynamics of emerging markets.

• Non-diversified Fund Structure:

  As a non-diversified fund, it may invest a larger portion of its assets in fewer issuers than a diversified fund. This approach can lead to higher volatility and risk but also the possibility of substantial rewards if those select investments perform well.