The Innovative Financial & Technology Fund Series 13 is a unit investment trust designed to provide above-average capital appreciation by focusing on companies in the financials and technology sectors. Its primary objective is to give investors exposure to businesses that are actively driving innovation within these industries, targeting firms that play pivotal roles in advancing financial solutions and technological advancements. The portfolio typically invests at least 80% of its assets in these sectors under normal market conditions, ensuring concentrated exposure to transformative trends and technologies reshaping the global economy. Structured as a regulated investment company, the fund distributes income semi-annually, appealing to those seeking a balance of growth and periodic income. The innovative focus of the portfolio positions it as a key player for investors who wish to participate in dynamic markets characterized by rapid change and advancement, such as digital finance, fintech, and high-growth technology segments. The fund’s fixed-term structure provides a defined investment horizon, ending on a preset maturity date, which can add predictability for investors looking for time-bound strategies. The Innovative Financial & Technology Fund Series 13 thus serves as a specialized vehicle combining sector-specific opportunity with a disciplined investment framework.
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