Macquarie Science and Technology Fund Class R (WSTRX)

Overview

This fund focuses on investing primarily in the equity securities of science and technology companies across the globe. It is structured to allocate at least 80% of its net assets to securities of companies engaged in science or technology sectors. Additionally, the fund is designed to invest in entities that leverage science or technology to significantly improve their business models and market positions. The investment scope includes companies of all sizes and is not restricted geographically, allowing for investment in foreign securities, including those in emerging markets. Despite its broad investment mandate, the fund maintains a non-diversified status, concentrating on its core investment philosophy of targeting science and technology companies.

Products and Services

• Equity Securities Investment

  Primarily involves the purchase of stocks in companies operating within the science and technology sectors globally. This component forms the backbone of the fund's investment strategy, focusing on organizations that either directly belong to or significantly incorporate science and technology into their operations.

• High Allocation in Science or Technology Companies

  At least 80% of the fund's net assets are invested in companies engaged in the science or technology fields. This strict allocation underscores the fund’s commitment to its specialized investment niche, targeting companies that stand at the forefront of technological innovation and scientific advancement.

• Investment in Business Innovation

  The fund also targets companies that use science or technology as a primary agent for business enhancement and opportunity expansion. This investment philosophy not only includes companies directly involved in technology but also those utilizing it to transform their business models and market competitiveness.

• Global and Emerging Markets Exposure

  Investment is not geographically restricted, allowing for the inclusion of foreign securities and those from emerging markets. This global approach enables the fund to capture growth opportunities in various geographies, benefiting from the global expansion of science and technology industries.

• Non-Diversified Fund Structure

  Despite its wide-reaching investment possibilities, the fund operates as a non-diversified entity. This allows for a focused investment strategy, primarily targeting the science and technology sectors without the requirement to spread investments across unrelated industries.