Fact sheet: CS (L) Gbl Rbt Eq

Fund information

Fund name
CS (Lux) Global Robotics Equity EB USD
Fund company manager
Credit Suisse Fund Management
Fund type
SIB
Fund manager
Angus Muirhead
since 28/04/2017
Fund 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.
Benchmark
MSCI World
Investment style
Active
Investment method
Shares

Quick stats

1 Year return

34.78 %

1 Year rank in sector

2/470

Sector

FO Equity - International

Yield
-
Fund size

£ 759.3 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • USA
    52.63%
  • Japan
    13.49%
  • Germany
    11.71%
  • Sweden
    4.05%
  • Switzerland
    3.91%
  • Others
    98.02%
  • Cash & Cash Equivalents
    1.98%
  • US Equities
    52.63%
  • Japanese Equities
    13.49%
  • German Equities
    11.71%
  • Swedish Equities
    4.05%
  • Swiss Equities
    3.91%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.99 %19.42 %34.78 %0 %0 %
Sector1.44 %4.28 %14.91 %20.39 %55.67 %
Rank within sector3 / 5012 / 4912 / 470 / /
Quartile th1 st1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund35.02 %0 %0 %0 %0 %
Sector10.54 %7.94 %0.71 %5.96 %21.26 %
Rank within sector2 / 484 / / / /
Quartile th1 st th th th th

Price movement

52 week high1455.12
52 week low1037.31
Current bid price0
Current offer price0
Current mid price1450.45

Holdings by region

  • 52.63% USA
  • 13.49% Japan
  • 11.71% Germany
  • 4.05% Sweden
  • 3.91% Switzerland
  • 3.76% Israel
  • 3.45% Netherlands
  • 2.26% France
  • 2.25% China
  • 1.98% Others

Holdings by sector

  • 98.02% Others
  • 1.98% Cash & Cash Equivalents

Holdings by asset type

  • 52.63% US Equities
  • 13.49% Japanese Equities
  • 11.71% German Equities
  • 4.05% Swedish Equities
  • 3.91% Swiss Equities
  • 3.76% Israeli Equities
  • 3.45% Dutch Equities
  • 2.26% French Equities
  • 2.25% Chinese Equities
  • 1.98% International Equities

Individual holdings

-