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RoboCap UCITS USD Inst Founder

Ranked 3 out of 44 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

Jonathan C. Cohen

Objective

The investment objective of the Fund is to seek long term capital appreciation by investing into companies which are key beneficiaries of the increasing impact of robotics and automation globally and across industries. The theme includes industrial robotics, general automation, 3D printing, surgical robots, autonomous vehicles, drones, key components and artificial intelligence. The fund focuses on companies which are pure plays across geographies and sectors, those with around 40% or more of sales related to the theme, or a clear path to reach that level in the near future. The currency risk is systematically hedged and the manager may hedge the equity risk.

Showing fund performance in Luxembourg View performance globally

Performance

Global Themes over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4%
2017 31.6% 12.0% 1.7% 9.4% 5.5%
2016 3.4% 7.6% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date04/01/2016
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN IE00BYZB6R47

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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