August 2023

Marketing Material

Artificial Intelligence & Robotics

The AtonRâ Artificial Intelligence & Robotics is a long only, USD-based, actively managed certificate.

Thanks to increasing computing power and big data, artificial intelligence (AI) has been expanding at a fast pace in many industries, with major advances in the fields of natural language processing and computer vision.

The development of the Internet of Things could give another massive boost to AI applications over coming years. With this, smart cars, smart homes and smart factories (Industrial Internet of Things) could become reality sooner than expected.

Automation is the number one priority for a vast majority of companies across several sectors and Artificial Intelligence is to play a key role. Robots (collaborative most notably) adoption should benefit from falling costs and from increasing labor costs in emerging markets that make them an attractive ROI proposition.

 

Main Features
Asset Class Equity
Legal Structure Actively Managed Certificate
Investment Index Long
Launch date 06-Oct-15
Currency USD
Type of Return Total return
Ticker NXSRARTI
isin XS1035525325
Issuer Natixis
Issue Price 100
Last Price 332.67
Sharpe Ratio 0.59
Correlation 0.74
Beta 1.44
Reference Index MSCI ACWI Net TR (USD)
Liquidity Daily
# Holdings 29
Management Fees 1.30%
Issuer Fees 0.35%
Performance Fees 15.00%
ALL TIME HIGH ALL TIME LOW
PRICE: 493.0 PRICE: 87.8
DATE: 08-Nov-21 DATE: 11-Feb-16

Artificial Intelligence & Robotics

The AtonRâ Artificial Intelligence & Robotics is a long only, USD-based, actively managed certificate.

Thanks to increasing computing power and big data, artificial intelligence (AI) has been expanding at a fast pace in many industries, with major advances in the fields of natural language processing and computer vision.

The development of the Internet of Things could give another massive boost to AI applications over coming years. With this, smart cars, smart homes and smart factories (Industrial Internet of Things) could become reality sooner than expected.

Automation is the number one priority for a vast majority of companies across several sectors and Artificial Intelligence is to play a key role. Robots (collaborative most notably) adoption should benefit from falling costs and from increasing labor costs in emerging markets that make them an attractive ROI proposition.

 

Monthly Returns $

(Net of fees)

* Estimated
* Actual

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC ANNUAL
2023 15.1% 1.9% 6.5% -8.9% 18.6% 6.3% 5.7% -9.9% 36.8%
2022 -18.8% -0.3% -4.3% -19.3% -0.2% -8.3% 8.7% -9.6% -13.5% 1.0% 10.3% -5.2% -48.6%
2021 -0.0% 3.2% -8.3% 1.6% 1.7% 10.0% -2.7% 2.9% -1.9% 9.0% 3.2% 0.9% 19.9%
2020 -0.8% -1.9% -9.7% 17.4% 11.6% 6.1% 8.5% 3.7% -3.0% 4.0% 12.1% 4.6% 62.6%
2019 17.0% 6.8% 3.6% 2.4% -14.3% 11.7% 3.8% -3.9% 0.1% 4.2% 3.8% 4.6% 43.2%
2018 11.8% -1.3% -4.2% -5.9% 7.7% -5.4% -0.3% 9.7% -2.4% -15.4% 6.2% -11.2% -13.7%
2017 2.9% 5.1% 5.2% -0.9% 7.2% -1.6% 5.3% 5.4% 2.4% 5.1% 3.2% -2.8% 42.5%
2016 -9.8% 0.5% 8.0% 2.0% 6.5% -0.8% 11.6% 0.5% 3.6% -2.2% 3.5% 3.1% 28.1%
2015 3.6% 5.2% -1.3% 7.5%
Industry Exposure

Top 3 Holdings
  • NVIDIA CORP
  • BAIDU
  • AMD
Top 3 Contributors
  • NVIDIA CORP
  • LATTICE
  • WORKIVA INC
Worst 3 Contributors
  • PALANTIR TECHNOLOGIES INC
  • AUTOSTORE
  • SCHRODINGER INC
Geographical
Breakdown
Currency
Exposure
Asset
Allocation
Equity Market Cap
Distribution
Equity
Liquidity*

*On average 3 Months daily trading volume

Risk
Scale

6


The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back

Industry Exposure