Pictet - Robotics - I GBP/ LU1316549283 /
| NAV6/11/2025 | Chg.+3.2600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 319.6100GBP | +1.03% | reinvestment | Equity Worldwide | Pictet AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | 3.59 | -8.55 | - |
| 2019 | 6.99 | 4.29 | 4.25 | 8.54 | -8.73 | 7.76 | 6.44 | -5.19 | 2.84 | -1.86 | 5.82 | -0.28 | +33.46% |
| 2020 | 1.36 | -8.00 | -5.83 | 15.77 | 11.02 | 5.85 | -1.64 | 2.68 | 2.68 | 0.75 | 12.12 | 1.89 | +42.60% |
| 2021 | 3.07 | 0.04 | 1.79 | 2.43 | -2.97 | 6.21 | -1.19 | 3.67 | -2.36 | 1.74 | 6.60 | -0.09 | +20.07% |
| 2022 | -11.88 | -2.23 | 2.78 | -6.06 | -2.96 | -9.79 | 13.82 | -2.47 | -7.82 | -1.47 | 3.80 | -3.77 | -26.66% |
| 2023 | 11.07 | 1.68 | 4.91 | -6.06 | 13.95 | 0.72 | 2.18 | -2.95 | -0.37 | -5.59 | 13.38 | 8.31 | +46.33% |
| 2024 | 2.39 | 5.79 | 2.76 | -1.38 | -1.33 | 5.94 | -4.24 | -1.69 | -0.81 | 2.17 | 6.50 | 1.26 | +18.06% |
| 2025 | 7.16 | -8.63 | -12.74 | -4.25 | 11.54 | 6.75 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 32.48% | 31.34% | 26.81% | 24.20% | 23.55% |
| Sharpe ratio | -0.24 | -0.35 | 0.08 | 0.66 | 0.48 |
| Best month | +11.54% | +11.54% | +11.54% | +13.95% | +13.95% |
| Worst month | -12.74% | -12.74% | -12.74% | -12.74% | -12.74% |
| Maximum loss | -30.23% | -30.23% | -30.23% | -30.23% | -33.18% |
| Outperformance | +1.43% | - | +6.66% | - | - |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Pictet - Robotics - I USD | reinvestment | 432.1800 | +10.66% | +81.50% | |
| Pictet - Robotics - HI EUR | reinvestment | 306.5100 | +8.38% | +67.02% | |
| Pictet - Robotics - I dy USD | paying dividend | 432.1800 | +10.66% | +81.50% | |
| Pictet - Robotics - I GBP | reinvestment | 319.6100 | +4.03% | +63.47% | |
| Pictet - Robotics - HI CHF | reinvestment | 311.0000 | +6.30% | +59.02% | |
| Pictet - Robotics - Z USD | reinvestment | 475.9800 | +11.76% | +86.98% | |
| Pictet - Robotics - Z EUR | reinvestment | 410.9600 | +4.50% | +70.16% | |
| Pictet - Robotics - HZ CHF | reinvestment | 383.2300 | +7.36% | +63.82% | |
| Pictet - Robotics - I dy EUR | paying dividend | 376.8500 | +3.46% | +65.17% | |
| Pictet - Robotics - I EUR | reinvestment | 376.8200 | +3.47% | +65.17% | |
| Pictet - Robotics - HR EUR | reinvestment | 263.5100 | +6.65% | +59.20% | |
| Pictet - Robotics - P USD | reinvestment | 397.7200 | +9.68% | +76.70% | |
| Pictet - Robotics - P dy USD | paying dividend | 397.7100 | +9.68% | +76.71% | |
| Pictet - Robotics - R EUR | reinvestment | 323.9800 | +1.83% | +57.45% | |
| Pictet - Robotics - R USD | reinvestment | 371.6100 | +8.91% | +73.02% | |
| Pictet - Robotics - P dy EUR | paying dividend | 346.7300 | +2.55% | +60.81% | |
| Pictet - Robotics - HP EUR | reinvestment | 282.0600 | +7.41% | +62.61% | |
| Pictet - Robotics - HP CHF | reinvestment | 286.1900 | +5.35% | +54.82% | |
| Pictet - Robotics - HR AUD | reinvestment | 431.7800 | +6.58% | +60.29% | |
| Pictet - Robotics - HR dm ZAR | paying dividend | 4,571.3901 | +10.52% | +83.07% | |
| Pictet - Robotics - P EUR | reinvestment | 346.7300 | +2.55% | +60.81% |
Performance
| YTD | -2.60% | ||
|---|---|---|---|
| 6 Months | -4.63% | ||
| 1 Year | +4.03% | ||
| 3 Years | +63.47% | ||
| 5 Years | +86.21% | ||
| 10 Years | - | ||
| Since start | +148.11% | ||
| Year | |||
| 2024 | +18.06% | ||
| 2023 | +46.33% | ||
| 2022 | -26.66% | ||
| 2021 | +20.07% | ||
| 2020 | +42.60% | ||
| 2019 | +33.46% | ||
