Fund size: CHF 6.1 billion
Launch date: 7 October 2015
Fund manager: Peter Lingen
Performance over one year: 20.5% (as of 31 July 2018)
The fund was launched in October 2015 and seeks to find opportunities in industrial automation, robotic solutions and enabling technologies.
According to Lingen’s July fund commentary, the fund has benefited from the automation sector in particular, along with consumer and services applications.
This may be due to positive newsflow around robotics and automation, Lingen suggested, reinforced by a move towards local manufacturing and demand from China.
Most recently, Lingen bought shares in NXP Semiconductors and IGP Photonics while reducing his position in Mettler Toledo and Roper Technologies. He has completely pulled out of Yokogawa Electric Corp.