Pictet - Robotics HI CHF

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Performance History31/12/2021
Growth of 1,000 (GBP) Advanced Graph
Pictet - Robotics HI CHF
Fund--8.830.553.514.5
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
21/01/2022
 CHF 260.32
Day Change -2.22%
Morningstar Category™ Other Equity
ISIN LU1577726869
Fund Size (Mil)
21/01/2022
 USD 9040.43
Share Class Size (Mil)
21/01/2022
 CHF 40.95
Max Initial Charge 5.00%
Ongoing Charge
31/03/2021
  1.14%
Investment Objective: Pictet - Robotics HI CHF
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
Trailing Returns (GBP)21/01/2022
YTD-10.70
3 Years Annualised25.52
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
John Gladwyn
03/08/2017
Francesco Pighini
01/05/2019
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Inception Date
15/03/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USD-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Pictet - Robotics HI CHF31/12/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.320.0095.32
Bond2.250.581.67
Property0.000.000.00
Cash7.634.633.00
Other0.000.000.00
Top 5 Regions%
United States70.55
Japan12.28
Eurozone8.24
Asia - Emerging6.03
Canada1.80
Top 5 Sectors%
Technology70.52
Industrials16.95
Communication Services8.65
Healthcare2.93
Consumer Cyclical0.95
Top 5 HoldingsSector%
Lam Research CorpTechnologyTechnology4.46
Siemens AGIndustrialsIndustrials4.45
Alphabet Inc Class CCommunication ServicesCommunication Services4.32
Pictet-Short-Term Money Market U... 4.29
Salesforce.com IncTechnologyTechnology3.97
Pictet - Robotics HI CHF

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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)