Ai/Tech Portfolio

Separately Managed Account (SMA)

AI-driven tech, future-ready risk control

Our global Ai/Tech Equities SMA provides high-conviction exposure to the transformation we are witnessing in the technology sector and across economic sectors — focusing on quality businesses, structural tailwinds, and tactical flexibility. It’s built to participate in upside while actively managing risk and preserving capital across market regimes.

+24%

YTD Return

$100K*

Minimum investment

*Open to Wholesale and Sophisticated Investors Only

Inception: 31 May 2025

Attribute Details
Name Emit Capital AI/Tech SMA
Structure Separately Managed Account (SMA)
Investor Type Wholesale
Asset Class International Equities
Regions Global
Strategy Inception 31 May 2025
Number of Holdings 15–25
Cash Range 5–15%
Minimum Initial Investment A$100,000
Pricing Daily
Prime Broker Interactive Brokers (IBKR)

SMA SUMMARY

PERFORMANCE

At 30 September 2025

RETURN ON A$100K SINCE INCEPTION

PERFORMANCE RETURNS (AUD)

30 September 2025

Scrollable Performance Table
1 mth 3 mth SI**
AI/Tech SMA 5.8% 18.8% 24.0%
Benchmark^^ 4.5% 10.7% 15.3%
Active Return 1.3% 8.1% 8.7%

^^ Nasdaq Composite

** 31 May 2025

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AI/TECH SMA MONTHLY REPORT

Contact Us Today

Call us on +61 3 9593 2866 or email us here to arrange a meeting with our investment team.