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Credit Suisse (Lux) Robotics Equity Fund

Provider: Credit Suisse | Official Instrument Web (external)

Instrument Profile

Short Description

Engineering, artificial intelligence and comprehensive connectivity are coming together to take robotics to the next level. From boosting productivity in conventional fields to revolutionizing everything, from medicine and agriculture to household chores and transportation, robots are penetrating into all areas of modern life. As their reliability and versatility increase and prices drop, robots are set to become ubiquitous.
This theme is all about the future. A niche for now, robotics offers investors access to a strategy that harbors remarkable potential based on productivity growth – a true long-term source of wealth. With the supply of robots expected to show compound growth of 15% per annum over the coming years,* investing now in robotics will enable investors to get in early, when the growth curve is steepest.

What is the investment objective?

The fund assets are invested worldwide following a thematic approach, with a focus on three high-growth subthemes: Improving productivity; Improving quality of life and Performing dangerous tasks. Within these themes, companies invested in will have at least 50% of their exposure attributable to robotics, automation and artificial intelligence.

Type: Equity SICAV Geography: Broad Global
Sector: Diversified
Benchmark: MSCI World ESG Leaders (NR)

Ongoing Charges: 1.21% (Estimated)
Initial Charge: 3.00%
Investment Style: Mid-Cap Growth
Fund Size (AUM): 47.87M EUR

Data by the open sources of the instrument provider. Last update: 6.12.2020

MSCI Sustainability Score

BBB

Source: MSCI Inc.
Last update: Dec 6th, 2020

Morningstar Sustainability Score

3/5

Source: Morningstar, Inc.
Last update: Dec 6th, 2020

Rolling performance at 3/12/2020

1 Year: 26.48%

2 Years: 15.34%

Performance data by the open sources of the instrument provider. Last update: 6.12.2020

Top 10 Holdings

Company

Westinghouse Air Brake

Technologies Corp

ServiceNow Inc

Verint Systems Inc

Duerr AG

Omnicell Inc

NXP Semiconductors NV

iRobot Corp

Illumina Inc

Trimble Inc

Weighting

2.76%

2.67%

2.61%

2.60%

2.57%

2.54%

2.51%

2.49%

2.48%

2.46%

Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

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