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Pictet-Robotics-P USD

Classé 3 sur 47 en - Thèmes globaux sur 12 mois
All calculations are in EUR unless stated

Géré par

John Gladwyn

Peter Lingen

Peter Lingen was born in Rhenen, Netherlands in 1971. He graduated from the University of Uppsala with a bachelor’s degree in business studies and economics and later also received his Master’s degree in business studies and economics from the University of Uppsala. Peter started his career in 1996 at ABN Amro Hoare Govett Corporate Finance in London and later that year joined Coller Capital as a senior investment analyst. Early 2000 he joined Swedbank Robur where he managed the Swedbank Robur Technology fund (and Folksam Framtidsfond until it merged with the Technology fund) for more than 15 years. In September 2015, Peter signed on to join Pictet Asset Management to run the Pictet Robotics fund which launched early October 2015. Peter relocated to Geneva January 2016 and joined the Thematic Equities team at PAM.

Objectif

This compartment aims to achieve capital growth by investing mainly in equities and equity related securities (such as convertible bonds, ADR, GDR) issued by companies that contribute to and/or profit from the value chain in robotics and enabling technologies. The targeted companies will be active mainly, but not exclusively, in the following areas: Robotics applications and components, automation, autonomous systems, sensors, microcontrollers, 3D printing, data processing, actuation technology as well as image, motion or voice recognition and other enabling technologies and software.

Performance

Thèmes globaux sur : 31/08/2017 - 31/08/2018
  • Classement 3/47 Rendement total
  • Classement 47/47 Ecart-type
  • Classement 38/47 Perte maximale

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 0,4% 1,8%
2017 23,2% 11,6% -2,1% 6,7% 5,7%
2016 15,1% -7,7% 5,7% 11,3% 6,1%

Performance mensuelle

Rendement vs Risque

Allocation d'actif

Composition

30/04/2018

Les 10 principales positions

Action Taille
Siemens AG ORD 5,58%
Alphabet Inc ORD 5,17%
Fanuc Corp ORD 4,89%
Intuitive Surgical Inc ORD 3,81%
Qualcomm Inc ORD 3,77%
Cash and Cash Equivalents 3,74%
Keyence Corp ORD 3,35%
Rockwell Automation Inc ORD 2,90%
Synopsys Inc ORD 2,64%
Stryker Corp ORD 2,61%
30/04/2018

Enregistré à la vente

  1. Autriche
  2. Belgique
  3. Chypre
  4. Danemark
  5. Finlande
  6. France
  7. Allemagne
  8. Grèce
  9. Hong Kong
  10. Italie
  11. Liechtenstein
  12. Luxembourg
  13. Pays-Bas
  14. Norvège
  15. Portugal
  16. Singapour
  17. Espagne
  18. Suède
  19. Suisse
  20. Royaume-Uni

Information sur le fonds

  • Date de lancement07/10/2015
  • Taille de la share class795Mn
  • Devise de baseUSD
  • Code ISIN LU1279333675

Information pour achat

  • Minimum investissement de départ0
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,60%
  • Investissement de départ1,60%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).