The ATRAM Global Technology Feeder Fund is a trailblazer in the Philippine market as the first global
thematic and first technology-focused fund in the country. It is also the largest tech fund in the
Philippines, with assets under management of over Php 8 billion as of March 10, 2025. Launched on
April 30, 2018, the fund has provided Filipino investors with a unique opportunity to tap into the global
digitalization trend. Its strong performance and pioneering spirit have set a high standard for
thematic investing in the country, earning recognition as the 2025 Best Managed Fund of the Year in
the Global Equity Feeder (Peso) category by the CFA Society Philippines.
The fund’s success lies in its disciplined, valuation-focused investment strategy. It targets
companies that produce, use, and leverage technology across the entire tech value chain, including
industry giants like Alphabet, Amazon, Apple, Microsoft, Samsung, and Taiwan Semiconductor
Manufacturing. These companies are at the forefront of advancements in artificial intelligence, cloud
computing, and digital transformation, positioning them for substantial returns.
Despite broader tech market challenges, the fund’s risk management has been exemplary. In 2022,
while the sector dropped over 24%, the fund limited losses to just 16%. This approach allowed it to
recover quickly, continuing strong performance in 2023. Over the past five years, the fund delivered
an average annual return of 20.18% with a lower volatility of 16.71% compared to the tech
benchmark’s 19.86% and Philippine equities' 19.67%. This lower volatility helps investors stay
invested and avoid impulsive decisions during market downturns, enabling them to benefit from the
growth potential of the tech sector.
The ATRAM Global Technology Feeder Fund has become a go-to choice for investors seeking to
diversify into global tech markets. It offers a more stable alternative to riskier assets like
cryptocurrencies, providing both capital appreciation and peace of mind. The fund has also paved
the way for other global investment themes in the Philippine market, raising the bar for thematic
investing by emphasizing solid fundamentals and disciplined risk management.
One of the key advantages is its accessibility to retail and local investors in the Philippines. It offers
Filipino investors the chance to invest in global tech stocks, which are otherwise hard to reach. This
provides them with an opportunity to capitalize on tech trends without dealing with the complexities
of direct international investments.
The fund remains committed to sustaining its performance by refining its strategy, staying ahead of
emerging tech trends, and incorporating advanced analytical tools. ATRAM continues to place trust
in the Hyun Ho and Fidelity team, confident that their expertise in managing volatility will drive the
fund’s continued success.
Investing is about balancing potential gains with risk management. The ATRAM Global Technology
Feeder Fund exemplifies how strategic management can lead to lasting financial success. Its
disciplined approach limits losses during downturns and captures growth during rallies, making it a
powerful investment for Filipino investors seeking stability and growth in the tech sector.