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future now

Invest in ISOTTA Global AI and unleash the potential of tomorrow’s technology!

Why Opt For Isotta Global AI?

High Growth Potential

Driven by advancements in generative AI, projections indicate that the world AI market might expand over from $40 billion in 2022 to $1.3 trillion by 2032, driven by these continuous innovations and increasing adoption across sectors.

Bloomberg, 2023

Rapid Development

AI is swiftly extending its reach beyond data centres, facilitating commercial uses across various industries such as agriculture and healthcare. Projections suggest that the number of AI tool users will exceed almost 730 million by 2030, a huge increase from 254 million in 2023.

Statista, 2024

Flexible Strategy

Artificial Intelligence covers a variety of sectors, featuring well established brands and emerging global newcomers. ISOTTA’s investment strategy reflects this diversity, transcending sectoral and geographical boundaries.

Monthly Outlook

For more details on the performance of the Isotta Prime Global Artificial Intelligence Fund, please download our latest monthly outlook. 

Investment Objective

The investment objective is to achieve long term capital growth by investing in global equity markets, with a strong emphasis on AI. The Fund aims to deliver annual returns of 18% (after fees and expenses).

The fund will focus on leading companies in AI development, including advancements in machine learning, robotics, vision, language processing, and advanced information handling. The scope of AI investments may expand to include emerging technologies as the AI landscape evolves.

Investment Strategy

The fund aims to track the performance of companies in developed markets that are strategically positioned to benefit from advancements and implementations of AI in the offering or manufacture of AI-related hardware for Big Data analytics.

Min. Investment

$50,000

Performance Fee

18%

Extra Contribution

$25,000

Buy/Sell Spread

0.2%

Management Fee

1.7% P.A.

Lockup Period

12 Months

Are you eligible?

Find out if you are eligible to invest

Has a net assets of at least $2.5 million.
Has a gross income of at least $250,000 P.A
in the past two years.

The cost of providing the financial product,
or the value of the financial product related 
to the service, is $500,000 or more.

Top Holding

What shares are Isotta currently holding?

Nvidia is a leader in graphics processing units (GPUs) and AI technology, which are critical growth areas.

NVIDIA Logo white

NVDA

5.22%

Meta is focusing on social media and the metaverse, with potential growth in virtual and augmented reality technologies.

Meta Logo White

META

4.51%

Palantir is a growing player in data analytics and software, with unique government and commercial contracts that offer growth potential.

Palantir Logo White

PLTR

2.93%

Cisco is a leader in networking hardware and software, with opportunities in cybersecurity and enterprise solutions.

Cisco Logo White

CSCO

3.45%

Microsoft has a diverse business model with strong positions in cloud computing, software, and enterprise solutions.

Microsoft Logo White

MSFT

5.21%

Apple is a tech giant with a robust ecosystem of products and services, known for innovation and customer loyalty.

AAPL

5.2%

Adobe dominates the creative software industry and is expanding into digital marketing solutions, benefiting from the shift to digital content.

Adobe Logo White

ADBE

4.5%

Google is a leader in online advertising, search, and AI, with significant growth potential in cloud services and other areas.

Alphabet Logo Full White

GOOG

4.52%

Qualcomm is a key player in mobile technology and 5G, with strong potential in wireless communication technologies.

Qualcomm Logo White

QCOM

3.46%

The risks of investing

Market Risk

Market conditions significantly impact fund success outcomes.

Currency Risk

Currency risk involves potential
financial losses stemming from
fluctuations in exchange rates.

No Guarantee of Returns

Fund performance isn’t guaranteed, and the Investment Manager and the Trustee aren’t responsible for any
capital losses.

Frequently asked questions

Learn the answers to questions frequently asked by Isotta clients

What is artificial intelligence?

Artificial intelligence (AI) is the creation of computer systems that can perform tasks typically requiring human intelligence or intervention. Common examples of AI in everyday life include virtual assistants, navigation apps, content recommendation systems, and generative AI tools like ChatGPT.
The potential of AI today is largely driven by advancements in machine learning and deep learning. These areas focus on developing algorithms that replicate human decision-making processes. These algorithms can learn from data, improving their accuracy in making predictions or classifications over time. This means they can adapt to new situations, comprehend complex information, and interact in ways that feel natural to humans.
ChatGPT and other generative AI technologies are the latest developments in this field. These models can quickly generate content based on a single prompt, and they have the potential to revolutionize many sectors of the economy. Although the full impact is not yet clear, generative AI is expected to become a significant catalyst for growth in numerous industries as the technology advances.

Why invest in artificial intelligence?

AI’s broad applicability represents a platform shift in the making, one that will have a broad impact on the adoption of technology across the economy. Roughly 56% of companies utilise AI in their operations today, but most have only engaged in limited implementation, representing a significant opportunity for entrenchment.
Compta. (February 29, 2024). Top Artificial Intelligence Statistics and Facts for 2024.

How can I qualify for investment?

A sophisticated investor is defined under the Corporations Act 2001 as having a gross income of A$250,000 or more per annum in each of the last two years or net assets of at least A$2.5 million or will invest a minimum of A$500,000 in a single offer.

Who is the trustee?

Quay Wholesale Fund Services Pty Ltd (ACN 647 044 602, AFSL
528526)

Who is the investment manager??

ISOTTA Prime Pty Ltd (ACN 664 008 824), a corporate authorised
representative of the Trustee (Registration No. 001309021).

Information Memorandum

If you have any more questions, sign up to join our mailing list and we’ll send you a copy of our Information Memorandum. All information is kept in strict confidence as per our Privacy Policy. You can opt out of email communications at any time.

A sophisticated investor is someone with net assets of at least A$2.5 million or gross income for each of the last two financial years of at least $250,000.
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