Pictet - RoboticsI GBPRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 42.6 | 20.1 | -26.7 | 46.3 | 8.3 | |
+/-Cat | -1.1 | 5.1 | 1.5 | 14.9 | 1.8 | |
+/-B’mrk | - | -12.2 | -2.6 | 0.9 | -2.0 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 28/03/2024 | GBP 309.38 | |
Day Change | 0.55% | |
Morningstar Category™ | Sector Equity Technology | |
IA (formerly IMA) Sector | Technology and Technology Innovation | |
ISIN | LU1316549283 | |
Fund Size (Mil) 28/03/2024 | USD 9934.71 | |
Share Class Size (Mil) 28/03/2024 | GBP 270.04 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 15/03/2024 | 1.09% |
Investment Objective: Pictet - RoboticsI GBP |
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. These investments will be made in compliance with article 41 of the 2010 Act. 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daegal Tsang 01/08/2022 | ||
Francesco Pighini 01/05/2019 | ||
Click here to see others | ||
Inception Date 09/11/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Pictet - RoboticsI GBP | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Salesforce Inc | Technology | 6.40 |
NVIDIA Corp | Technology | 6.04 |
Alphabet Inc Class C | Communication Services | 5.89 |
Taiwan Semiconductor Manufacturi... | Technology | 4.99 |
Advanced Micro Devices Inc | Technology | 4.44 |
Increase Decrease New since last portfolio | ||
Pictet - RoboticsI GBP |