Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

CS (Lux) Global Robotics Equity Fund B

Ranked 1 out of 21 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

Patrick Kolb

Patrick Kolb holds an MA and a PhD in finance from the University of Zurich. He started his career with Credit Suisse Asset Management in 2005 where he is a fund manager and uses the GARP (Growth at a Reasonable Price) investment process to manage the Credit Suisse Equity (lux) Global Security Fund. Patrick has been a fund manager for over four years. Outside of fund management he enjoys playing the guitar and reading financial literature.

Angus Muirhead

Angus Muirhead started his career in 1997 as a buy-side equity analyst in London, before moving to Tokyo in 2000. In 2007 he relocated to Zurich as a thematic global portfolio manager. His primary focus has been the technology sector. He joined the Thematic Equities team at Credit Suisse Asset Management in September 2016 as a senior portfolio manager and has been the lead manager on CS Global Robotics since July 2017. Angus studied modern Japanese and business studies at Durham University (UK) and Kumamoto University (Japan). He has been a CFA charterholder since 2001.

Objective

The Fund invests at least two-thirds of its assets worldwide in equities and equity-type securities of companies active in information technology, healthcare and industrials with a focus on automation, artificial intelligence and robotics related products and services. The Fund may use derivatives to achieve the above aims.

Showing fund performance in Liechtenstein View performance globally

Performance

Global Themes over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.0% 0.7% 6.0%
2016 9.9% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date30/06/2016
  • Share Class size578Mn
  • Base currencyUSD
  • ISIN LU1330433571

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

Related News

Credit Suisse launches digital health fund

The new strategy complements the firm's thematic range.

Credit Suisse bolsters robotics fund with ex-UBS manager

Swiss group assigns thematic specialist to support Citywire + rated manager.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).