The fund has been around for many years and Vincent took over the management in 2015. It has outperformed the index since he came on board, but our meeting was about the changes to the fund strategy. From November the fund is looking to broaden its remit to include financial technology; this basically falls into four areas:
1. digital mobile banking and payment services providers,
2. software and IT services to the financial industry, including security, compliance and process automation,
3. automated investment solutions to the wealth management and insurance industries and
4. blockchain, crowdfunding, P2P, lending platforms and other emerging technologies.