Technology Portfolio


The Technology Trust seeks to maximize total return through capital appreciation.

Strategy Description

Under normal circumstances, the trust will invest at least 80% of the value of its assets in stocks classified as being in the information technology sector by the Global Industry Classification Standard (“GICS”). The trust is diversified across the information technology sector. The sponsor selects stocks for the trust within the sector that it believes have the potential to achieve the trust’s investment objective.



Series 25

Asset Class

Investment Strategy/Goal

Investment Type/Style