Global AI & Automation Strategy is a thematic investment strategy that capitalizes on the global growth of artificial intelligence, robotics, and industrial automation. The portfolio invests through liquid UCITS ETFs and combines exposure to AI software, big data, autonomous systems, and advanced manufacturing solutions. The strategy focuses on structural long-term trends that are fundamentally changing the global economy. Diversification within the innovation ecosystem limits concentration risk. Global AI & Automation Strategy is intended for investors with a medium to long-term horizon who want to benefit from the emergence of a more intelligent, digitally driven, and automated economy.
Global AI & Automation Strategy is a thematic investment strategy that focuses on companies and sectors that benefit from the global transition to artificial intelligence, robotics, and industrial automation.
The strategy invests exclusively in liquid UCITS ETFs and offers diversified exposure to:
The objective is to achieve above-average returns in the medium and long term by investing in structural growth trends that are fundamentally changing the global economy.
The strategy is based on the belief that:
The portfolio therefore combines both digital AI applications and physical automation and robotics solutions.
The strategy consists of a carefully selected combination of global ETFs that together offer balanced exposure to:
A conscious decision has been made to spread investments within the theme in order to limit concentration risk.
The strategy has a growth-oriented risk profile and may exhibit above-average volatility, as innovative sectors are more sensitive to:
The strategy is therefore primarily suitable for investors with a medium to long investment horizon.
The portfolio is periodically evaluated on:
If necessary, adjustments will be made to maintain strategic positioning.
The goal of the Global AI & Automation Strategy is to capitalize on the global structural shift toward a more intelligent, automated economy, with a focus on sustainable long-term growth.
