AUM
Holdings
Universe
Inception Date
The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business. This is occurring through the combination of significant advancements in performance capabilities and rapidly declining costs in key enabling technologies. Use cases are many and growing from opportunities in industrial automation and health care to office tasks and consumer services. This allows the portfolio managers (PMs) to construct a balanced and diverse portfolio based on their strongest convictions.
ESG Credentials
SRI
This ranking on the synthetic risk and reward indicator scale is due to the Fund’s allocation to equity markets. Historical data may not be a reliable indication for the future. The risk category shown is not guaranteed and may shift over time. There is no capital guarantee or protection on the value of the Fund. The lowest category does not mean “risk free”.
The following risks are materially relevant to the Fund but are not adequately captured by the synthetic indicator:
- Liquidity risk: Liquidity risk represents the price reduction which the UCITS should potentially accept to have to sell certain securities for which there is one insufficient request on the market.
- Stock Connect risk: The Fund may invest in China “A” shares via the Shanghaï-Hong Kong Stock Connect and/or Shenzhen-Hong Kong Stock Connect programs which are subject to additional clearing and settlement constraints, potential regulatory changes as well as operational and counterparty risks.
The Fund is subject to sustainability risks as defined in the Regulation 2019/2088 (article 2(22)) by environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment. More information on the framework related to the incorporation of Sustainability can be found on the website of the Management Company and the Delegated Investment Manager.
Please refer to the section entitled “Specific Risks” of the Prospectus for additional details on risks.
Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. Please read the prospectus and Key Investor Information carefully before investing.
Investment objective
The Thematics Artificial Intelligence & Robotics strategy is a long-only all-cap global equity strategy that invests in stocks of companies that focus on the provision of products and services powered by AI and/or Robotics.
This strategy seeks to capitalize on the ever-growing demand for AI-powered technology and Robotics, which represents an attractive and differentiated investment opportunity in a fast-growing and broadening market.
Unconstrained by design, the strategy is managed through a thematic lens and is therefore unconstrained by typical limitations in terms of sectors, geographies, styles and market capitalizations giving PMs the ability to express their convictions and identify smaller companies early in their growth phase.
More about Thematics AI & Robotics fund?
If you want to know more about Thematics AI & Robotics Fund ( NAVs, Performances...)
Fund Details
Fees
Other share class
Performances
Performance data shown represents past performance and is not a guarantee of, and not indicative of, future results.
Cumulative
| 1 month | 1 year | 3 years | 5 ans | Creation | |
|---|---|---|---|---|---|
Thematics AI and Robotics Fund I (C) USD | -0.77% | + 23.21% | + 4.30% | + 104.76% | + 166.91% |
MSCI AC WLD NTR $ | - | + 27.68% | + 18.77% | + 71.47% | + 109.80% |
Annualized
| 1 year | 3 years | 5 ans | Creation | |
|---|---|---|---|---|
Thematics AI and Robotics Fund I (C) USD | + 23.21% | + 1.41% | + 15.41% | + 18.08% |
MSCI AC WLD NTR $ | + 27.68% | + 5.90% | + 11.39% | + 13.37% |
PERFORMANCE DATA SHOWN REPRESENTS PAST PERFORMANCE AND IS NOT A GUARANTEE OF, AND NOT INDICATIVE OF, FUTURE RESULTS. More recent performance may be lower or higher. Principal value and returns fluctuate over time (mainly as a result of currency fluctuations) so that shares, when redeemed, will be worth more or less than their original cost. Performance shown is net of all fund expenses, but does not include the effect of sales charges, taxation or paying agent charges, and assumes reinvestment of dividends. If such charges were included, returns would have been lower. Performance for other share classes will be more or less depending on differences in fees and sales charges. For further information on the performance data, including calculation of performance during periods of share class inactivity, please refer to the Fund Factsheet available under Fund Documents section.
Fund managers
Karen Kharmandarian
Karen is a founding partner of Thematics Asset Management, CIO and co-manager of the Thematics AI & Robotics Strategy and the Thematics Meta Strategy. Karen began his investment career in 1994 with Société Générale as a Bank analyst. In 1996 he joined the Aurel-Leven brokerage firm to set up and lead the Credit and Research department and in 1999 moved to the ‘buy side’ in a similar role with Ixis Asset Management in Paris, where he spent five years. He subsequently joined Pictet Asset Management in 2004 based in Geneva, where he spent 14 years, managing first the High Yield Credit Fund before becoming a Senior Equity Portfolio Manager in the Thematic Equities Team in 2007. He initially co-managed the High Income Infrastructure strategies before setting up and launching the Pictet Robotics Fund in 2015. Karen then moved to the latest project within Pictet Thematics, the Global Thematic Opportunities Fund, a ‘best ideas’ portfolio which leverages the knowledge of each and every Thematic strategy.
Karen holds a Bachelor’s degree in Economics and a Master’s degree in Banking & Finance from the Sorbonne University, as well as a business degree from the Institut d’Études Politiques (Paris).
Alexandre Zilliox
Alexandre is the co-manager of the Thematics AI & Robotics strategy. Prior to joining Thematics AM in September 2020, Alexandre started his career in 2015 in Montségur Finance as an equity analyst and then managed the European growth fund Montségur Croissance from January 2017 to July 2020.
Alexandre holds a Master’s degree in Finance from the European Business School of Paris.
News about Thematics AI & Robotics Fund.
Decoding AI Security: The Good. The Bad. And The Terrifying.
As the hype subsides, safety takes centre stage.
Proxy Voting Dashboard
Global ESG Performance - Label ISR 2021
Principles of Adverse Impact Report 2023
Global ESG Performance - Label ISR 2023
Global ESG Performance - Label ISR 2020
Thematics Subscription Economy Presentation
More and more companies are turning to subscriptions to monetize their services.
Thematics Water Presentation
The world's only true, life sustaining resource.
PRI Assessment Report 2021
Thematics AI & Robotics Presentation
Increasingly widespread in all aspects of our daily lives.
Subscribe to our newsletter
Receive everything the team’s working on directly in your inbox.
Contact us
Our team is here to provide you with personalized and outstanding service.