CS Investment Funds 2 - Credit Suisse (Lux) Robotics Equity Fund IA USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 12.4 | -23.8 | 23.1 | 1.8 | |
+/-Cat | - | -2.6 | 4.4 | -8.4 | -2.7 | |
+/-B’mrk | - | -19.9 | 0.3 | -22.4 | -5.8 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 14/05/2024 | USD 1840.28 | |
Day Change | 0.50% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU1202666597 | |
Fund Size (Mil) 14/05/2024 | USD 1649.87 | |
Share Class Size (Mil) 14/05/2024 | USD 5.14 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 31/05/2023 | 1.16% |
Investment Objective: CS Investment Funds 2 - Credit Suisse (Lux) Robotics Equity Fund IA USD |
The objective of the Sub-fund is to achieve the highest possible return in US dollars (Reference Currency), while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the invested assets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Angus Muirhead 28/04/2017 | ||
Julian Beard 01/01/2021 | ||
Click here to see others | ||
Inception Date 12/03/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World ESG Leaders NR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CS Investment Funds 2 - Credit Suisse (Lux) Robotics Equity Fund IA USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 4.07 |
Cadence Design Systems Inc | Technology | 3.96 |
ASM International NV | Technology | 3.87 |
ASML Holding NV | Technology | 3.84 |
KLA Corp | Technology | 3.42 |
Increase Decrease New since last portfolio | ||
CS Investment Funds 2 - Credit Suisse (Lux) Robotics Equity Fund IA USD |