(Boursier.com) — Tocqueville Technology SRI is a fund invested in European technological innovations with a diversification towards North American technological leaders.
Digital Economy.
This portfolio invests in sectors of the digital economy and those whose growth is driven by significant technological progress.
The first lines.
Among the first lines, we find today ASML, ASM International, SAP, Microsoft and Capgemini.
Positive performance.
Last year, the most positive performers by individual portfolio value were ASM International, Sinch, Eckert & Ziegler, ASML, Dialog Semiconductor, Soitec, Shop Apotheke, and Nova ltd.
Deceptions.
As for disappointments, Teamviewer, Worldline, wix.com, SAP, Cellnex, Solutions 30 and Ubisoft…
Attractive price ?
While the fund has dropped 28% for a year, we can begin to envisage a gradual return to buying on technology stocks in a medium-term perspective…
Conclusion
A fund for those who want to start reinvesting in technology…
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