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.
SMA SUMMARY
| 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) |
PERFORMANCE
At 31 October 2025
AI/Tech Portfolio vs Nasdaq Composite
Monthly NAV (base = 100,000 at 2025-05). Hover to inspect; zoom/pan enabled.
PERFORMANCE RETURNS
31 October 2025
| 1mth | 3mth | SI |
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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.