Broker Name: iFAST Research Team
Date of Report: 27 Feb 2026
Excerpt from iFAST Research Team report:
Report Summary
- Fund Highlighted: Manulife Global Fund – Global Semiconductor Opportunities Fund
- Focus: First semiconductor-focused unit trust on the platform, with overweight positions in Japan, South Korea, and Taiwan.
- Actionable Insight: The fund takes an active approach, investing up and down the market cap spectrum globally, particularly in small- and mid-cap companies often overlooked by passive ETFs.
- Key Investment Areas: Semiconductor equipment, data center connectivity, and power management are emphasized as top risk-reward opportunities within the sector.
- Strategy: The fund actively balances long-term structural growth drivers (e.g., AI, data centers) with cyclical industry risks, using a bottom-up stock selection method.
- Geopolitical Awareness: A global, region-agnostic stock selection approach to capitalize on market dislocations created by geopolitical tensions and supply-chain developments.
- Risk Control: Strong focus on company balance sheets, free cash flow, and gross margin expansion.
- Outlook: Positive on the sustainability of AI-driven semiconductor demand, with active repositioning to capture the best reward/risk opportunities.
- Call to Action: Investors seeking diversified, active exposure to global semiconductor growth themes, especially beyond mega-cap US names, should consider the Manulife Global Fund – Global Semiconductor Opportunities Fund.
Above is an excerpt from a report by iFAST Research Team. Clients of iFAST can be the first to access the full report from the iFAST website : https://secure.fundsupermart.com/fsmone
