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CS (Lux) Global Robotics Equity Fund B

Ranked 3 out of 43 in - Global Themes over 12 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 started his career in 1997 as a buy-side equity analyst in London, before moving to Tokyo in 2000. In 2007 he relocated to Zurich as a thematic global portfolio manager. His primary focus has been the technology sector. He joined the Thematic Equities team at Credit Suisse Asset Management in September 2016 as a senior portfolio manager and has been the lead manager on CS Global Robotics since July 2017. 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's 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 the fund invests in will have at least 50% of their exposure attributable to robotics, automation and artificial intelligence.

Showing fund performance in Switzerland View performance globally

Performance

Global Themes over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.4% 6.8% 5.3%
2017 39.7% 12.9% 2.7% 10.9% 8.6%
2016 10.7% 0.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Cognex Corp ORD 2.61%
Mazor Robotics Ltd DR 2.49%
Rockwell Automation Inc ORD 2.49%
GEA Group AG ORD 2.45%
Trimble Inc ORD 2.45%
Duerr AG ORD 2.42%
Cerner Corp ORD 2.36%
Hollysys Automation Technologies Ltd ORD 2.35%
Splunk Inc ORD 2.34%
Omron Corp ORD 2.33%
31/07/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date30/06/2016
  • Share Class size1,218Mn
  • Base currencyUSD
  • ISIN LU1330433571

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

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