Whether it’s disruptive tech, small-cap tech, big tech, or everything-in-between tech — there’s no escaping the fact that tech investments play a huge part in modern-day stock markets.
Renowned for their innovation, tech companies are constantly developing new products, platforms, and services to meet the ever-growing demand for data, cloud services, and AI.
What’s more, they’re expanding beyond software into essential infrastructure like data centres, cloud computing facilities, and semiconductor manufacturing plants — all of which form the backbone of the digital economy.
As a result, their ability to provide rapid growth (yes, Alphabet, Apple, Microsoft, and Nvidia stocks, we're looking at you) is almost unrivalled.
And, from an investment perspective, that can only mean one thing: opportunity.
[1] Please remember that past performance isn’t a reliable indicator of future results. The value of your investments can go down as well as up, and you could get back less than invested.
In such a fast-moving, jargon-filled sector, however, knowing where those opportunities lie is easier said than done.
The good news for Wealthify customers? We find them for you.
The latest opportunity: the Legal & General Global Technology Index Trust
Featuring a diverse range of big tech assets from across the globe – including the Alphabet, Apple, Microsoft, and Nvidia shares mentioned above – we’re excited to have introduced this fund to all Wealthify Original Plans.
By slowly adding to this fund over the past few months, we’ve taken advantage of the current tech rally, keeping enough reserve cash to buy in at lower prices, should market conditions deteriorate.
In a nutshell, this tech fund aims to replicate the performance of the Nasdaq Composite Index (aka the NASDAQ Tech Index). Heavily weighted with technology and growth-oriented companies, this Index is the primary benchmark for the tech industry.
Because technology is moving at such a rapid pace, investors need to stay informed and on top of emerging trends — the recent AI boom being perfect example of this.
Providing strong exposure to the companies at the forefront of this change, the fund not only helps you invest in tech, but invest with a long-term perspective. After all, these stocks can be more volatile than the wider market, meaning time is needed to reap the potential benefits of technological innovation.
Jessie Kwok, Wealthify’s Chief Investment Officer, comments:
“Technology continues to drive global growth and innovation, shaping how businesses operate and consumers live. As investors, we not only see the sector as a driver of short-term earnings, but as a structural theme that underpins long-term transformation across industries, too. From artificial intelligence to digital infrastructure, an allocation to technology provides exposure to disruptive trends and balance across Wealthify Plans. In our view, thematic investments like technology are not about chasing the latest trend, but about building resilience and positioning for the future economy.
“Within a multi-asset portfolio, thematics work alongside our regional equity allocation, offering targeted exposure to long-term growth drivers. They add an extra dimension of diversification, aligning Plans with structural change rather than just cyclical movements.”
What's next for our customers?
You can use the Wealthify app or dashboard to see more details about the tech fund. Simply click on your chosen Investment Plan(s), before clicking either the ‘Investments’ or ‘Activity’ tab. As ever, we’ll continue to monitor emerging global trends and invest your money accordingly — so you don't have to.
For more information about how we invest at Wealthify, visit our Why Invest page.
With investing, your capital is at risk, so the value of your investments can go down as well as up, which means you could get back less than you initially invested.
Wealthify does not provide advice. If you’re not sure whether investing is right for you, please speak to a financial adviser.
References:
- Taken from Bloomberg data 2010 revenue - 2024 revenue for Apple Inc., Microsoft Corporation, Alphabet Inc., Amazon.com Inc, NVIDIA corporation, Tesla Inc. and Meta Platforms Inc.
