Instrument Profile
What is the investment objective?
The Lyxor Robotics & AI UCITS ETF – Acc is a UCITS compliant exchange traded fund that aims to track the benchmark index Rise of the Robots NTR Index. The Rise of the Robots NTR Index tracks 150 global stocks involved in AI and Robotics. Eligible stocks are based on a bespoke, big data-driven industry classification of Robotics and AI companies created by Societe Generale’s Thematic Research team, and are reviewed annually by industry experts. Stocks are weighted in the index by their scores across three criteria: R&D expenditure on net sales, return on invested capital, and 3-year sales growth. Lyxor ETFs are efficient investment vehicles listed on exchange that offer transparent, liquid and low-cost exposure to the underlying benchmark index.
Type: Equity SICAV (Alternative)
Geography: Broad Developed Markets
Sector: Technology - Broad
Index Tracked: Rise of the Robots NTR Index
Ongoing Charges: 0.40% (Estimated)
Initial Charge: -
Investment Style: Sector Equity Technology
Fund Size (AUM): USD 220.50M
Data by the open sources of the instrument provider. Last update: 7.12.2020
MSCI Sustainability Score
A
Source: MSCI Inc.
Last update: Dec 6th, 2020
Morningstar Sustainability Score
n/a
Source: Morningstar, Inc.
Last update: Dec 6th, 2020
Rolling performance at 3/12/2020
1 Year: 48.20%
Performance data by the open sources of the instrument provider. Last update: 6.12.2020
Top 10 Holdings
Company
MICROSTRATEGY INC-CL
ALIGN TECHNOLOGY INC
APPIAN CORP
ADYEN
ADVANTEST CORP
XILINX INC
CYBERDYNE INC
CADENCE DESIGN SYS INC
AMBARELLA INC
NIO INC – ADR
Weighting
1.19%
1.12%
1.01%
0.99%
0.96%
0.95%
0.92%
0.91%
0.91%
0.91%
Top portfolio holdings as of 7.12.2020 | Source: instrument provider.