Robotics
Pure-play investing in the age of automation
From driverless cars to heart surgery – robots are becoming ubiquitous. As the need for smart automation solutions is rising, we expect continued growth, opening up interesting investment opportunities.
Why invest in robotics?
Engineering, artificial intelligence, and comprehensive connectivity are coming together to take robotics to the next level.
From boosting productivity in conventional fields to revolutionizing everything from medicine and agriculture to household chores and transportation, robots are penetrating into all areas of modern life.
As their reliability and versatility increase and prices drop, robots are set to become, in a word, ubiquitous.
A theme about the future
The robotics theme is all about the future. A niche for now, robotics offers investors access to a strategy that harbors remarkable potential based on productivity growth – a true long-term source of wealth. With the supply of robots expected to show compound annual growth rates in the medium to upper single-digits over the coming years1, we believe that investing now will enable investors to get in early, when growth is particularly attractive.
The investment case is supported by compelling drivers such as continuous advances in artificial intelligence (AI) and other technologies, which make automation solutions smarter, more affordable, and easier and safer to use. Automation may solve many global issues, such as labor shortages, the need to reduce waste and operate more sustainably, and the need to ensure the safety and wellbeing of workers.
Our robotics investment fund
The Credit Suisse (Lux) Robotics Equity Fund focuses on pure-play companies that provide robotics or automation solutions.2 The fund offers an opportunity to invest in innovative companies at the forefront of a developing long-term secular growth trend along three subthemes: improving productivity; improving quality of life; and performing dangerous tasks. The portfolio typically consists of 40 to 60 stocks, many of which are small- to mid-cap in size.
The fund applies exclusions and integrates ESG3 considerations into the investment process following the principles of the Credit Suisse Asset Management’s Sustainable Investing Policy.
Risks
- This is an equity investment with no capital protection. Investors may lose all or part of their investment.
- Equity markets can be volatile, which may impact fund performance in the short term.
- A slowdown in global economic growth could have a negative impact on portfolio companies and equity markets in general.
- A pure-play thematic approach may result in concentrated sector and geographic exposures, and this may result in higher volatility.
- Political developments affecting the theme may have an adverse impact on the fund’s performance.
- Technology and other dynamic and innovative sectors may be prone to rapid changes in industry dynamics and the effects of a competitive landscape. These shifts may increase the fund’s volatility.
- Exposure to small- and mid-cap securities may result in higher volatility and may result in increased liquidity risk.
- Exposure to early-stage companies may result in higher volatility.
- In the case of significant inflows or outflows, a disparity in the value date of stocks from different countries may result in unintended short-term currency exposures.
Investment possibilities
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Get in touch with Asset Management
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The full offering documentation including complete information on risks may be obtained free of charge from a Credit Suisse client advisor, representative, or, where applicable, via Fundsearch (credit-suisse.com/fundsearch)
1 Source: IFR International Federation of Robotics; World Robotics 2022 Industrial Robots.
https://ifr.org/img/worldrobotics/Executive_Summary_WR_Industrial_Robots_2022.pdf
2 We define a pure player as a company in which at least 50% of revenue comes from automation solutions.
3 ESG stands for environmental (E), social (S), and governance (G). For further information about the ESG investment criteria and the sustainability-related aspects of the fund, please consider the legal and regulatory documents of the fund (e.g. the prospectus) and visit credit-suisse.com/esg. In addition to sustainability-related aspects, the decision to invest in the fund should take into account all objectives and characteristics of the fund as described in its prospectus or in the information which is to be disclosed to investors in accordance with applicable regulations.
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