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.