Disruptive technology
Invest in innovators and beneficiaries of the global digital transformation
The opportunity
Advances in disruptive technologies are fundamentally changing industries, society and the global economy. Led by global secular growth themes such as, but not limited to, cloud computing, artificial intelligence (AI), robotics/automation and Internet of Things (IoT), they are enabling new transformative business models. Artificial intelligence, for example, is accelerating across sectors such as financial services and energy, with generative AI revenue expected to reach USD 1.3 trillion by 2032.¹
These technologies and more are moving at an unprecedented speed. disrupting all sectors in their path by making many traditional business models obsolete. Essentially, these innovations go beyond the evolving technology industry itself, impacting nearly every industry sector and delivering exciting long-term growth opportunities for investors.
Note: BNP Paribas Asset Management does not provide any formal capital guarantee or protection of the funds. No information given or any term used herein shall be interpreted to provide such a guarantee or protection. Past performance and any economic and market trends are not indicative of future performance.
Strategy highlights
Powerful secular growth theme
Our disruptive technology strategy seeks to invest in innovative technologies “disturbing” the old system. The strategy aims to capture multiple technology themes, like AI, foundational technologies, IoT, cloud computing, robotics/automation, and emerging technologies, across different industries such as financial services, communications, industrials, energy, consumer goods and healthcare.
Global multi-sector approach
The combination of philosophy, process and people is the foundation of our tried and tested formula. The team selectively invests across multiple technology themes, sectors, regions4, and market capitalisations, targeting a broadly diversified portfolio of technology names. As such, the strategy is well-positioned to capture multiple drivers of global innovation enabling the digital transformation.
High-conviction investment approach
The investment team maintains a high-conviction, concentrated portfolio, with a high active share.² It combines top-down perspectives of the themes driving global technology innovation with disciplined fundamental bottom-up stock research to identify companies that are resilient and have an enduring competitive advantage, and what we believe are trading at attractive valuations . ESG factors are integrated within the investment process.3
Team and expertise
Our disruptive technology strategy is actively managed by lead portfolio manager Pamela Hegarty, a seasoned information technology and communication services sector expert with 28 years of industry experience5 and a background in ESG investing. Pamela serves as a key member of our growing Boston-based US and Global Thematic Equities team that includes portfolio managers, research analysts, and investment specialists with extensive track records and deep industry expertise.
The team sits within BNP Paribas Asset Management’s wider Fundamental Active Equity (FAE) investment group, supported by a global network of fundamental investors. In addition, Pamela and the US and Global Thematic Equities team benefit from access to our global technology research resources, global trading and risk management platform, as well as dedicated Sustainability Centre, Quantitative Research Group, and Macro Research team.
Investment Risks
Investments are subject to market fluctuations and other risks inherent to investing in securities. The value of investments and the income they generate may rise or fall and it is possible that investors may not recover their initial investment. The strategy may be exposed to specific risks including,
- Concentration Risk,
- Extra-Financial Criteria Investment Risk,
- Equity Risk,
- and Small Cap, Specialised or Restricted Sectors Risk.
The strategy may also be exposed to specific risks related to investments in Mainland China, including changes in PRC taxation risk and risks related to Stock Connect. For a complete description and definition of the strategy’s generic and specific risks, please refer to the Prospectus and KID.
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Learn more about our disruptive technology strategy
Thematic investing
Shaping tomorrow’s investment opportunities
[1] “Generative AI races toward $1.3 trillion in revenue by 2032,” Bloomberg Intelligence, 8 March 2024
[2] Active share: Active share measures the percentage of stock holdings in a portfolio that differs from the stocks held in the benchmark index.
[3] ESG: Environmental, Social, and Governance. ESG assessments are based on BNP Paribas Asset Management’s proprietary methodology, which integrates all three aspects of E, S and G.
[4] The strategy may be exposed to emerging markets including China.
[5] BNP Paribas Asset Management, as of 31 March 2026
Important information
BNP PARIBAS ASSET MANAGEMENT Singapore Limited, “the investment management company”, is a company incorporated in Singapore with its registered office at 20 Collyer Quay, #01-01 Collyer Quay, Singapore 049319, Company Registration No. 199308471D.
This material is issued and has been prepared by the investment management company. This advertisement has not been reviewed by the Monetary Authority of Singapore. It contains opinions and statistical data that are considered lawful and correct on the day of their publication according to the economic and financial environment at the time.
This document is produced for information purposes and does not constitute:
- an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or;
- investment advice.
This document does not have any regard to the specific investment objectives, financial situation or particular needs of any person. Investors should consult their own professional advisors in respect of legal, accounting, domicile and tax advice prior to investing in the fund in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Investors considering subscribing for the fund should read carefully the most recent prospectus, offering document or other information material and consult the fund’s most recent financial reports before investing, as available from the investment management company or its authorized distributors. Given the economic and market risks, there can be no assurance that the fund will achieve its investment objectives. Investments in the fund are not deposits or other obligations of, or guaranteed, or insured by the investment management company or its authorized distributors or their affiliates and are subject to investment risks, including the possible loss of principal amount invested. Returns may be affected by, amongst other things, investment strategies or objectives of the fund and material market and economic conditions, including interest rates, market terms and general market conditions. Past performance of the fund or the managers, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the fund or the manager. The value of shares in the fund, and the income accruing to the shares (if any), may fall as well as rise and investors may not get back the full amount invested. Funds which are invested in emerging markets, smaller companies and derivative instruments may also involve a higher degree of risk and are usually more sensitive to price movements.
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