(Natixis) Thematics AI and Robotics Fund(LU1951200564)
- Equities
- Technology
- Global
- SGD Cash, SRS
- Accumulating
The Fund aims to achieve long-term growth of capital by investing in companies that focus on the provision provision of products and services powered by AI and/or Robotics, through an investment process systematically including Environmental, Social ...
Unique thematic universe encompassing “providers or developers of Artificial Intelligence and/or Robotics products and services''. This presents a holistic opportunity set across various areas from design software to office automation.High theme purity portfolio of 40-60 holdings that are well diversified across 6 sub-themes, economic exposures, and cyclical sensitivities, with significant holding differentiation versus pure-play technology funds and broader equity indices.
Managed by Karen Kharmandarian and Alexandre Zilliox. Mr Kharmandarian is the Chairman & CIO of Thematics Asset Management, and has 25 years of industry experience, 12 of which were spent managing global thematic equities. Most notably, Mr Kharmandarian created and managed the first of its kind Robotics active fund in 2015.
The Fund outperforms the MSCI All Country World Total Return Index over 1-, 3- and 5 year periods (as of end Dec 2023) whilst providing protection on the downside.
A minimum of 20% of revenue attributable to the theme is required to be considered for inclusion in the portfolio.In the stock selection process, each stock is scored based on its business profile and strategy, management team as well as the associated trading risk. This score influences the eventual position sizing with 2-5% allocated to higher conviction names.
Access to the retail share class with 100% trailer fee rebated back to Endowus investors to achieve a lower cost of access.How does this fit in my portfolio?Investors who wish to participate in the growth of AI and Robotics companies may find this fund to be of interest.Investors should be cognizant of the concentration risks and volatility that accompany single-theme investing, and may consider the fund as a satellite holding to complement a broader, globally and sectorally diversified portfolio.Updated as of 31/12/2023
Daily data. Returns as of 06 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | -0.3% | -3.9% | -6.8% | 13.7% | 15.0% | 1.7% | -4.5% | 4.5% | - | - | - | - |
| 2025 | 11.1% | 2.9% | -7.1% | -9.1% | 0.1% | 8.0% | 7.5% | 5.3% | -0.4% | 2.8% | 8.4% | -6.0% | 0.2% |
| 2024 | 12.4% | 2.9% | 5.4% | 2.8% | -5.1% | 2.6% | 4.8% | -5.1% | -2.2% | -0.7% | 1.1% | 7.6% | -1.5% |
| 2023 | 34.9% | 8.7% | 2.3% | 4.9% | -2.1% | 8.9% | 3.1% | 0.1% | -2.6% | -4.3% | -4.7% | 11.8% | 6.0% |
| 2022 | -32.0% | -12.2% | -1.6% | 1.5% | -12.2% | -1.2% | -8.3% | 12.5% | -6.3% | -8.7% | 4.5% | 4.1% | -6.8% |
| Load more | 5 of 7 | ||||||||||||
| NVIDIA Corp | 8.46% |
| Taiwan Semiconductor Manufacturing Co Ltd | 6.03% |
| Snowflake Inc Ordinary Shares | 5.87% |
| Alphabet Inc Class A | 5.57% |
| Cadence Design Systems Inc | 4.86% |
| Microsoft Corp | 4.60% |
| Broadcom Inc | 4.04% |
| Advanced Micro Devices Inc | 3.99% |
| CrowdStrike Holdings Inc Class A | 3.93% |
| MongoDB Inc Class A | 3.82% |
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