UBS (Lux) Robotics and Automation Equity P Cap $
Rating and Score (On 30/06/2026)
Rating
FIDA
Rating
ESG
FIDA Category
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Static data
Name | UBS (Lux) Robotics and Automation Equity P Cap $ |
Typology | Funds and Sicav |
ISIN Code | LU1330433571 |
Sicav | UBS (Lux) Inv. SICAV 2 |
Registration country | - |
Country authorised for sale | |
Asset manager | |
Address | 33A avenue J.F. Kennedy L-1855 Lussemburgo |
Phone | |
Web site | |
FIDA Category | |
Assogestioni category | |
EFAMA Category | Equity Information Technology |
Priips | Yes |
Official benchmark | 100.00% - MSCI AC World |
Start Date placement | 30/06/2016 |
Search by currency | Usd - us dollar |
Quotation currency | Usd - us dollar |
Status | Active |
Distribution policy | No |
Total asset value at 27/07/2026 | 317.16 mln USD |
Assets of portfolio as of 27/07/2026 | 1,029.74 mln USD |
Documentation |
Quotation evolution (From 28/07/2023 On 28/07/2026)
28.86
26.86
%
28/07/2026
Loading data
Quote
Quotation currency | Usd - us dollar |
Quotation frequency | Daily |
Last quotation | $28.86 (28/07/2026) |
% change | |
Last Price in Euro | €25.39 |
Investment Objective
The fund assets are invested globally in innovative robotics and automation companies operating in various subthemes, including but not limited to: discrete and process automation, logistics automation, health and lab automation, components and sub-systems, and IT automation software. The fund offers a diversified exposure and generally invests in "pure-play" companies with typically more than 50% of revenue exposure attributable to robotics and automation solutions. The portfolio manager is not tied to the benchmark in terms of investment selection or weight.The return of the fund depends primarily on equity market development and their exchange rate fluctuations, as well as dividend payments. |
Tax system
PIR compliant | No |
PEA compliant | No |
PEA-PME compliant | No |
Company registry
Asset manager | |
Phone | |
Web site | |
Address | 33A avenue J.F. Kennedy L-1855 Lussemburgo |
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