AI/Tech Portfolio

Separately Managed Account (SMA)

AI-driven tech, future-ready risk control

Our global AI/Tech Equities SMA provides high-conviction exposure to the transformation we are witnessing in the technology sector and across economic sectors — focusing on quality businesses, structural tailwinds, and tactical flexibility. It’s built to participate in upside while actively managing risk and preserving capital across market regimes.

+4.4%

p.a Since Inception

$50K*

Minimum investment

*Open to Wholesale and Sophisticated Investors Only

Inception: 31 May 2025

SMA SUMMARY

Attribute	Details
Name	Emit Capital AI/Tech SMA
Structure	Separately Managed Account (SMA)
Investor Type	Wholesale
Asset Class	International Equities
Regions	Global
Strategy Inception	31 May 2019
Number of Holdings	15–25
Cash Range	5–15%
Minimum Initial Investment	A$50,000
Pricing	Daily
Prime Broker	Interactive Brokers (IBKR)

At 30 June 2025

RETURN ON A$100K SINCE INCEPTION

PERFORMANCE RETURNS (AUD)

Scrollable Performance Table

	1mth	SI
AI/Tech SMA	4.4%	4.4%
Benchmark	4.1%	4.1%
Active Return	0.3%	0.3%

AI/TECH SMA MONTHLY REPORT

The ECAM Commitment

Built for resilience, we engineer portfolios that lean into strength, hedge with discipline, and adapt in real time — across volatility regimes, policy shifts, and market narratives.

We don’t follow cycles. We navigate them.
That’s the ECAM advantage.

Contact Us Today

Call us on +61 3 9593 2866 or email us here to arrange a meeting with our investment team.