iShares AI Infrastructure UCITS ETF (Acc)
| Issuer: iShares |
| Asset Class: Equity |
| TER: 35bps |
| Trading Currency: GBP |
| Pays Income: False |
| Listing Date: 09 Dec 2024 |
| Ticker: AINF |
| ISIN: IE000X59ZHE2 |
This investment fund offers targeted exposure to the transformative and interconnected themes of artificial intelligence and infrastructure. The strategy focuses on identifying and investing in global companies that are not only developing AI technologies but are also building the essential physical and digital foundations required for their widespread adoption and operation. This includes businesses involved in semiconductor manufacturing, data center development, cloud computing services, and AI software applications. By capturing both the 'brains' and the 'backbone' of the AI revolution, the portfolio is positioned to capitalize on the entire value chain of this rapidly expanding technological paradigm.
As an actively managed portfolio, it provides the investment manager with the discretion to select securities that they believe offer the most compelling long-term growth potential. This flexibility is crucial in a dynamic sector like technology, allowing the fund to adapt to new innovations, shifting market dynamics, and emerging leaders within the AI and infrastructure space. The investment process is not constrained by a benchmark index, enabling a high-conviction approach to portfolio construction. The goal is to build a portfolio of companies at the forefront of innovation, aiming for long-term capital appreciation by investing in the structural growth drivers of the modern digital economy.
The fund offers global diversification, with investments spread across various countries in both developed and emerging markets. This provides access to innovation hubs worldwide and helps mitigate country-specific risks. By focusing on companies that are integral to the ongoing technological shift, the investment is designed for individuals seeking long-term capital growth who have a strong conviction in the transformative power of artificial intelligence and the foundational importance of its underlying infrastructure. It represents a forward-looking approach to investing in a key megatrend shaping the future of the global economy.
