CT (Lux) Global Technology
This is a marketing communication. Capital at risk. Please refer to the prospectus of the UCITS and to the KIID / KID before making any final investment decisions.
CT (Lux) Global Technology
This is a marketing communication. Capital at risk. Please refer to the prospectus of the UCITS and to the KIID / KID before making any final investment decisions.
Capture the broader opportunity
A handful of mega-cap companies now dominate benchmarks and portfolios. But innovation is far wider than that. Our Silicon Valley specialists help investors unlock the broader opportunity.
Invests across the technology ecosystem
Seeks durable growth opportunities across the spectrum, from technology leaders to underappreciated small- and mid-cap businesses in the early stages of a technology shift.
Specialist expertise at the heart of innovation
Managed by Seligman Investments, who are based in Silicon Valley and New York, the team have direct access to the businesses driving change.
Focused on AI infrastructure, not AI hype
We target businesses that enable AI adoption across data centres, semiconductors, power and networking, with explicit evaluation discipline rather than chasing momentum.
Four decades of technology investing
Launched in 1994, the strategy benefits from the team’s long history of investing across multiple technology cycles.
Paul Wick
Portfolio Manager and Chief Investment Officer of Seligman Investments, has c.40 years of investment experience and has led the Seligman team through every technology cycle since 1990.
Vimal Patel
Joined as Co-Manager in 2014 and brings a further 30 years of investment experience.
Where innovation meets expertise
Based in Silicon Valley and New York, the Seligman Investments team is close to the companies driving technological change. Supported by 12 dedicated senior analysts with over 28 years’ average experience, many with industry backgrounds, the team combines deep expertise with first-hand insight.
Direct access to management teams, customers and suppliers helps identify emerging trends and opportunities across the technology value chain.
Valuation discipline is increasingly important as the cycle matures. While early investors were rewarded in almost every AI-related company, the market is now looking at the ability to translate growth into sustainable earnings, cash flows and returns on invested capital.
Paul Wick, Chief Investment Officer, Seligman Investments
We look for the next drivers of growth
Our team has the freedom to invest with conviction, guided by valuation, risk and a disciplined Growth-at-a-reasonable-price (GARP) approach. That allows us to look beyond today’s winners to identify where technology adoption is creating tomorrow’s opportunities.
Investing through technology cycles
Past performance is not a guide to future performance.
Calendar year performance (%, net of fees)
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
CT (Lux) Global Technology | 33.2 | 25.6 | 43.2 | -32.0 | 37.5 | 43.0 | 53.1 | -9.7 | 33.8 | 14.6 |
Benchmark | 26.4 | 28.7 | 55.9 | -30.6 | 30.1 | 44.3 | 48.2 | -2.3 | 39.7 | 12.0 |
Past performance is not a guide to future returns. Source: FactSet, Columbia Threadneedle Investments as of 30 June 2026. Net performance based on CT (Lux) Global Technology AU USD share class, net of fees. For illustrative purposes. Benchmark = S&P North American Technology Sector Total Return to end 1999, MSCI World Information Technology Gross to end October 2023 and MSCI World Information Technology 10/40 Index onwards. The benchmark does not include fees or charges and you cannot invest in it. The return of your investment may change as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation.
Explore the fund
ISIN2
LU0444971666
2Representative share class AU USD which was launched at fund inception. Other share classes are available – visit the fund details page or speak to your sales representatives for more information. OCF as at 31.05.2026.
Insights
AI after the rally: finding the next layer of technology winners
The investment opportunity in technology
CT (Lux) Global Technology
Sign up for tailored insights, reporting and exclusive event invites.
Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.
CT (Lux) Global Technology
Key risks
The value of investments can fall as well as rise and investors might not get back the sum originally invested. Where investments are in assets that are denominated in multiple currencies, or currencies other than your own, changes in exchange rates may affect the value of the investments.
The fund has a concentrated portfolio (holds a limited number of investments and/or has a restricted investment universe) and if one or more of these investments declines or is otherwise affected, it may have a pronounced effect on the fund’s value. The fund may invest in derivatives (complex instruments linked to the rise and fall of the value of other assets) with the aim of reducing risk or minimising the cost of transactions. Such derivative transactions may benefit or negatively affect the performance of the Fund. The Manager does not intend that such use of derivatives will affect the overall risk profile of the fund. The fund typically carries a risk of high volatility due to its portfolio composition or the portfolio management techniques used. This means that the fund’s value is likely to fall and rise more frequently and this could be more pronounced than with other funds.
The risks currently identified as applying to the fund are set out in the “Risk Factors” section of the prospectus.
Important information
FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes. Capital at risk.
Columbia Threadneedle (Lux) I is a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness.
The SICAV´s current Prospectus, the Key Information Document and the summary of investor rights are available in English and/ or in local languages (where applicable) from the Management Company Threadneedle Management Luxembourg S.A., SS&C Administration Services Luxembourg S.AGmbH, your financial advisor and/or on our website www.columbiathreadneedle.com. In the UK from Columbia Threadneedle Investments, Cannon Place, 78 Cannon Street, London EC4N 6AG.
Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV. These documents are available in Switzerland from the Swiss Paying Agent CACEIS Bank Montrouge, Zurich Branch / Switzerland Bleicherweg 7, CH 8027 Zurich. Investors must read the relevant Prospectus and KID/KIID for each fund they want to invest before subscribing. All other statutory documentation, as well as the NAV can be obtained from www.columbiathreadneedle.com. Past performance is calculated according to the BVI method in Germany.
In the EEA and Switzerland: Threadneedle Management Luxembourg S.A., having its address at 6E route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, registered with the Luxembourg Registre de Commerce et des Sociétés with No. B 110242 and authorised by the Commission de Surveillance du Secteur Financier (CSSF).
In the UK: Issued by Threadneedle Asset Management Limited. Registered in England and Wales, No. 573204. Registered Office: 78 Cannon Street, London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority.
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
© 2026 Columbia Threadneedle. All rights reserved.