Morningstar

L&G ROBO Global Robotics and Automation UCITS ETF | ROBO

Register to Unlock Ratings
Performance History30/11/2021
Growth of 1,000 (GBP) Advanced Graph
L&G ROBO Global Robotics and Automation UCITS ETF | ROBO
Fund33.4-15.424.840.315.8
+/-Cat8.1-12.1-5.3-3.4-1.3
+/-B’mrk7.1-18.9-17.11.0-15.0
 
Category: Sector Equity Technology
Category Benchmark: MSCI World/Information Tech...
Key Stats
Closing Price
03/12/2021		 USD 26.85
Day Change -0.51%
Morningstar Category™ Sector Equity Technology
Volume 17400
Exchange LONDON STOCK EXCHANGE, THE
ISIN IE00BMW3QX54
Fund Size (Mil)
03/12/2021		 USD 1319.62
Share Class Size (Mil)
03/12/2021		 USD 1319.62
Ongoing Charge
17/02/2021		  0.80%
Investment Objective: L&G ROBO Global Robotics and Automation UCITS ETF | ROBO
The investment objective of the ROBO Global® Robotics and Automation GO UCITS ETF (the “Fund”) is to provide exposure to the global robotics and automation industry.
Returns
Trailing Returns (GBP)03/12/2021
YTD15.10
3 Years Annualised20.45
5 Years Annualised19.00
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
23/10/2014
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
ROBO Gbl Robotic&Automat TR USDMSCI World/Information Tech NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherYes
Portfolio Profile for  L&G ROBO Global Robotics and Automation UCITS ETF | ROBO03/12/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.770.0099.77
Bond0.000.000.00
Property0.000.000.00
Cash0.230.000.23
Other0.000.000.00
Top 5 Regions%
United States45.57
Japan19.19
Eurozone11.22
Asia - Developed8.94
Europe - ex Euro6.13
Top 5 Sectors%
Technology48.34
Industrials36.64
Healthcare9.94
Consumer Cyclical3.75
Consumer Defensive1.34
Top 5 HoldingsSector%
iRhythm Technologies IncHealthcareHealthcare3.00
Azenta IncTechnologyTechnology2.10
Teradyne IncTechnologyTechnology1.85
Kardex Holding AG Registered SharesIndustrialsIndustrials1.76
Vocera Communications IncTechnologyTechnology1.73
Increase Decrease New since last portfolio
L&G ROBO Global Robotics and Automation UCITS ETF | ROBO

Related

Special Report
Don't Fear the Rise of the Robots
Valuations are high for companies involved with artificial intelligence but how can investors tap into this growing trend?
Person shaking hand with a robot
Holly Black
ETF Research & Insights
The Rise of Thematic ETFs
Thematic ETFs are capturing investors' imaginations. These tracker funds attracted record inflows in 2020 and there are a growing number of funds to c...
Thematic ETFs
Kenneth Lamont
ETF Investing Ideas & News
Good Story, Bad Investment
Thematic ETFs often come with a good story attached but that doesn't mean they're sound investments, says Morningstar analyst Alex Bryan 
Reading a book article
Alex Bryan, CFA
Professional Investor
4 Key Trends in the European ETF Market
Falling fees and a rise in innovation are helping propel the ETF industry forward in Europe
Frozen pound 300
Kenneth Lamont
ETF Research & Insights
Is My Thematic ETF a Fad?
While surveying the ever-expanding menu of increasingly exotic themes, an investor might well ask: Will the thematic ETF I buy today still exist in 10...
Robot
Kenneth Lamont
Fund Research & Insights
How to Profit from the Rise of Robotics
Robotics are fast becoming part of our everyday lives – and with more innovation on the way, which can provide an opportunity for savvy investor...
Robot
Karen Kwok
ETF Investing Ideas & News
Alternative ETFs for Tech Investors
Fancy diversifying your equity exposure? A new ETF offers those interested in robotics a chance to allocate a minor holding in their portfolio to this...
Kenneth Lamont
Special Report
Keynes Goes Shopping: 10 Things We Learned This Week
As our special report week on income investing comes to a close, we recap some key (and quirky) lessons from five days of focused content
John Keynes and his wife go shopping
Ollie Smith
ESG
The Great Reclassification: How SFDR Is Changing Funds
Over the past three months, asset managers have continued to enhance existing strategies, reclassify funds, and launch new ones meeting Article 8 or A...
Pencils of a variety of colours
Hortense Bioy
Personal Finance
This Mental Hack Can Help You Save More
It might not seem possible on your budget, but you can more than quadruple your purchasing power. It’s time to become CEO of MyMoneyWorks4Me
Warren Buffett and Charlie Munger
Christopher Greiner
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement       

The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.