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American beacon ARK TRANSFORMATIONAL INNOVATION FUND

Portfolio information as of June 30, 2017
  • Summary
  • Performance
  • Overview

Investment Objective

The Fund’s investment objective is long-term growth of capital.

FOCUS ON RISK-ADJUSTED ALPHA

ARK Investment Management LLC ("ARK") specializes in thematic investing in disruptive innovation. The firm is rooted in almost 40 years of experience in identifying and investing in disruptive innovations that are changing the way the world works and delivering outsized growth as industries transform. Through its open research process, ARK identifies companies that it believes are leading and benefiting from cross-sector innovations such as robotics, 3D printing, big data, machine learning, bitcoin and block-chain technology, cloud computing, energy storage and DNA sequencing.

Firm inception: 2013

Portfolio Manager:

  • Catherine D. Wood, CIO; industry since 1981

FUNDAMENTALLY ORIENTED,
qUANTITATIVELY IMPLEMENTED

The sub-advisor’s “Open Research Ecosystem” is designed to identify disruptive innovation early and leverages multiple data sources, both internal and external, to produce timely, original analysis. An open research process, which includes traditional sources, social media and crowdsourcing, provides a virtual collaboration platform that enables the sub-advisor’s thematic analysts to participate in an organized exchange of insights and ideas. Throughout the research process, the sub-advisor’s thematic analysts ask:

  • Where is the next big disruptive innovation?
  • What is the size of the total market?
  • Which industries will be disrupted?
  • Which companies will emerge as winners?

The analysts then examine each investment opportunity from both the top down and bottom up.

Total Fund Assets

$4.8 Million  

Sub-Advisor (%)

ARK Investment Management LLC 100%

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Because the Fund may invest in fewer issuers than a more diversified portfolio, the fluctuating value of a single holding may have a greater effect on the value of the Fund. Companies that the sub-advisor believes are capitalizing on disruptive innovation and developing technologies to displace older technologies or create new markets may not in fact do so. Investing in foreign securities may involve heightened risk due to currency fluctuations and economic and political risks. To the extent the Fund invests more heavily in particular sectors, its performance will be sensitive to factors affecting those sectors. Information Technology sector companies may face intense competition and rapid product obsolescence, have limited product lines, markets, financial resources or personnel, and lose patent, copyright and trademark protections. Investing in Health Care sector companies involves risk due to government regulations, product litigation, competitive forces, and loss of patent protection. Industrials sector companies are subject to risk due to changes in government regulations, world events, economic conditions, environmental damages, product liability claims and exchange rates. Please see the prospectus for a complete discussion of the Fund’s risks. There can be no assurances that the investment objectives of this Fund will be met.

For a prospectus containing more information, including expenses, click here. Read it carefully before you invest or send money. Past performance is no guarantee of future results.

American Beacon is a registered service mark of American Beacon Advisors, Inc. American Beacon Funds and American Beacon ARK Transformational Innovation Fund are service marks of American Beacon Advisors, Inc.