Apple. Amazon. Microsoft. TSMC, among others. The most valuable companies in the world today are all technology giants. And together, they make up close to 30% of the global stock market.
But for many Indian investors, getting exposure to this part of the market hasn’t been straightforward. There’s the complexity of investing overseas, choosing the right stocks, and figuring out how to diversify globally.
That’s where the Fidelity Global Technology Fund comes in. It gives you access to over 100 tech companies from across the U.S., Asia, and Europe, all in one professionally managed fund. It’s been one of the most actively invested funds on the Vested Global Funds platform.
In this post, we will walk you through why this fund is actively invested in, what it invests in, and how you can get started with as little as $10.
Why Fidelity and Why This Fund?
If you are going to invest globally, who is managing your money matters. Fidelity International has been around since 1969 and today manages over $800 billion in assets worldwide. They’re known for deep research, long-term thinking, and building portfolios that don’t just chase trends as they anticipate them.
The Fidelity Global Technology Fund is one of their flagship strategies. Launched in 1999 and managed by HyunHo Sohn since 2013, the fund focuses on companies driving long-term tech trends: AI, cloud computing, semiconductors, digital platforms, and more.
It holds over 100 companies, with some you will likely know (like Apple and Alphabet) and others you might not (like ASML and TSMC), but they’re just as critical to how tech works behind the scenes.
The idea is simple: let an professional team do the hard work of picking and managing a diverse set of tech companies, so you don’t have to.
What’s Inside: Strategy, Exposure, and Performance
A High-Conviction Tech Strategy
The Fidelity Global Technology Fund is designed to capture growth from companies driving or benefiting from technological innovation. This isn’t just limited to software or hardware giants as it includes firms across cloud infrastructure, semiconductors, e-commerce, AI, and digital services. The fund manager follows a bottom-up, research-driven approach to pick quality businesses with durable competitive advantages.
It typically invests in 80–100 global companies, striking a balance between household names and rising innovators. Unlike index-based ETFs, this fund is actively managed, meaning it has the flexibility to adjust holdings based on market cycles, valuations, and emerging opportunities.
Global and Thematic Diversification
- Geographic Exposure: About 58% of the portfolio is U.S.-based, but key positions in Taiwan, South Korea, the Netherlands, and Germany give investors truly global coverage.
- Top Holdings (as of October 2025):
- TSMC (~9.3%) – World’s leading semiconductor foundry
- Apple (~5.7%)
- Microsoft (~5.7%)
- Amazon (~4.3%)
- Alphabet (Google) (~4.1%)
The fund also includes mid-cap and emerging-market tech stocks, offering access to growth stories beyond just the “Magnificent 7”. Fidelity feels this is a well-rounded take on the tech industry, not just a bet on Big Tech.
Proven Performance Track Record
Over the last decade, the Fidelity Global Technology Fund has delivered ~19% annualised (net of fees) returns, handily outperforming its peer group. In the past year alone, it’s returned over 27% (as of Oct 2025 and net of fees), reflecting its strong positioning in AI and semiconductor tailwinds.
Compared to a basic tech ETF, this fund offers not just passive exposure, but active intelligence. The manager has frequently made tactical calls (like underweighting overhyped names) that helped preserve capital during downturns and amplify gains during recoveries.
Meet the Manager: HyunHo Sohn’s Long-Term Tech Vision
Behind the Fidelity Global Technology Fund is a name investors should know: HyunHo Sohn, the lead portfolio manager since 2013. With over a decade at the helm and a deep background in technology investing, Sohn is widely respected for his ability to identify global innovation trends early and back them with conviction.
Before joining Fidelity, Sohn held senior roles at firms like Capital Group and Goldman Sachs, with a consistent focus on global tech. His investing style is research-intensive, bottom-up, and forward-looking often taking long-term positions in companies at the heart of technological shifts, from semiconductors and enterprise software to cloud infrastructure and digital platforms.
What sets Sohn apart is his willingness to go beyond the U.S. tech narrative. Under his leadership, the fund has consistently built meaningful exposure to Asia and Europe owning firms like TSMC, Samsung Electronics, and ASML seemingly well before they became mainstream headlines. He also tends to underweight crowded mega-cap trades, instead allocating capital toward high-conviction names with favourable entry points.
Under Sohn’s management, the fund has weathered market cycles, including tech selloffs and still delivered some impressive long-term returns, with a strategy grounded in durability over hype.
For investors looking to ride global innovation with a steady, experienced hand, HyunHo Sohn brings both discipline and deep sector knowledge to the table.
Why It Belongs in a Global Portfolio and on Vested
A Smart Satellite for Growth
For Indian investors looking to expand beyond domestic equities, this fund offers a mix of sector growth and international diversification. Tech is one of the most globally scalable industries, yet it appears to be underrepresented in many Indian portfolios. With this fund, you tap into global innovation hubs from Silicon Valley to Taipei without having to pick individual stocks.
As a satellite allocation, it can amplify the growth potential of your overall strategy. Whether you’re building around a core of U.S. index ETFs or diversifying across themes like healthcare and clean energy, a global tech fund like this could add a sharp innovation tilt.
Why It’s a Top-Invested Fund on Vested
There are several reasons this fund consistently ranks among the most actively traded on the Vested platform:
- One-click access to global tech: Directly buy via Vested without any additional steps or documentation
- Low minimum investment: Start with just $10, great for first-time global investors
- Backed by a trusted name: Fidelity’s research depth and active approach can reassure investors who want quality over hype
- Fits modern investment goals: It aligns with themes investors care about such as AI, digital transformation, automation, and more
For both seasoned global investors and those just starting out, the Fidelity Global Technology Fund offers a seamless way to own a slice of the world’s fastest-moving sector.
When to Invest and When Not To
When It Makes Sense to Invest:
- You want global exposure to tech leaders and innovators beyond the handful of U.S. mega-caps
- You are comfortable with short-term volatility in exchange for long-term growth potential
- You believe in long-term trends like AI, cloud computing, semiconductors, and digital platforms
- You are building a diversified global portfolio and want a high-growth satellite allocation
- You are new to global investing and want a professionally managed, one-stop solution without stock-picking
When It May Not Be Right for You:
- You need liquidity in the short term or have a very low risk appetite
- You already have heavy exposure to U.S. tech via direct stocks or ETFs and check your overall allocation
- You prefer defensive sectors or income-generating investments
- You want capital preservation over aggressive growth (this is an equity-heavy, thematic fund)
This fund can work best as a long-term, high-conviction play on global tech not as a cash-parking tool or short-term bet. If you can stay invested through cycles, the upside potential may be significant.
Conclusion: Tech Without Borders
The Fidelity Global Technology Fund offers investors a unique combination: access to the world’s top tech stocks, a decades-long track record, and professional active management all in one convenient product. It’s backed by one of the most respected global asset managers and reflects a thoughtful strategy that spans geographies, industries, and innovation themes.
With Vested, accessing this fund is easier than ever. You don’t need to open a foreign broking account or meet high minimums. You can start with just $10 and scale your allocation as your conviction grows.
So if you believe the future will be shaped by technology, this fund helps you invest in that future on a global scale.
Disclosure:
This post includes information sourced from research and commentary by Bloomberg, Fidelity Funds Factsheet, and Morningstar fund ratings. It is not a recommendation to buy or sell any security. All investments carry risk, including the possible loss of principal. Past performance is not indicative of future results. Investors should review a fund’s prospectus and risk factors before investing. Securities offered through VF Securities, Inc., Member FINRA/SIPC.
