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CS (Lux) Global Robotics Equity Fund B

Ranked 10 out of 27 in - Technology over 3 months
All calculations are in CHF unless stated

Managed by

Patrick Kolb

Patrick Kolb holds an MA and a PhD in finance from the University of Zurich. He started his career with Credit Suisse Asset Management in 2005 where he is a fund manager and uses the GARP (Growth at a Reasonable Price) investment process to manage the Credit Suisse Equity (lux) Global Security Fund. Patrick has been a fund manager for over four years. Outside of fund management he enjoys playing the guitar and reading financial literature.

Angus Muirhead

Angus Muirhead has worked as an equity analyst and portfolio manager since 1997, focusing on the IT and Healthcare sectors. He joined the Thematic Equities team at Credit Suisse in September 2016 as a Portfolio Manager. Angus studied Modern Japanese and Business Studies at Durham University (UK) and Kumamoto University (Japan). He has been a CFA charterholder since 2001.

Objective

The Fund invests at least two-thirds of its assets worldwide in equities and equity-type securities of companies active in information technology, healthcare and industrials with a focus on automation, artificial intelligence and robotics related products and services. The Fund may use derivatives to achieve the above aims.

Showing fund performance in Switzerland View performance globally

Performance

Technology over : 28/02/2017 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 12.9%
2016 10.7% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Switzerland

Fund Info

  • Launch date30/06/2016
  • Share Class size158Mn
  • Base currencyUSD
  • ISIN LU1330433571

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

Related News

Credit Suisse bolsters robotics fund with ex-UBS manager

Swiss group assigns thematic specialist to support Citywire + rated manager.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).