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When the robots steal your job

Index tracking funds and ETFs
vrdiver
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When the robots steal your job

#89599

Postby vrdiver » October 20th, 2017, 4:40 pm

Following a thread over in macro and global topics ( viewtopic.php?f=76&t=5251&p=89392&hilit=investing+in+robots#p89392 ) I was wondering if any fellow Lemons have taken a look at an ETF to invest in robots and AI companies?

There's the iShare ETF LSE: RBOT which sounds interesting, but is it all it's cracked up to be? I like the story, but have no idea of the reality vs the spin.

VRD

vagrantbrain
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Re: When the robots steal your job

#89929

Postby vagrantbrain » October 22nd, 2017, 2:37 pm

Working in industrial EC&I i'm interested in this, however where is Siemens?? Strange for an etf focussed on automation to not contain the worlds leading manufacturer of PLCs.

rockdoctor
Posts: 4
Joined: November 6th, 2016, 10:09 pm

Re: When the robots steal your job

#94153

Postby rockdoctor » November 8th, 2017, 4:29 pm

I recently invested in a bunch of companies making robots. I looked at the two funds offering to do it for me, but decided I'd rather choose my own and not pay fees.
I ended up with a few thousand quids-worth of Kuka AG, Rockwell Automation and Fanuc
I wanted to buy some Yaskawa Electric Corporation but Interactive Investor don't offer that company

Bink333
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Re: When the robots steal your job

#94685

Postby Bink333 » November 10th, 2017, 11:31 am

vrdiver wrote:Following a thread over in macro and global topics ( viewtopic.php?f=76&t=5251&p=89392&hilit=investing+in+robots#p89392 ) I was wondering if any fellow Lemons have taken a look at an ETF to invest in robots and AI companies?

There's the iShare ETF LSE: RBOT which sounds interesting, but is it all it's cracked up to be? I like the story, but have no idea of the reality vs the spin.

VRD


I attended Investival yesterday, where we were addressed by Richard Lightbound, the CEO EMEA of Robo Global who put this fund together with ETF. ETF also gave me a free fidget spinner, which is enormously satisfying to play with.

The fund:- https://www.etfsecurities.com/Documents ... _Index.pdf

https://www.trustnet.com/factsheets/e/k ... tf-nav-usd

https://www.etfsecurities.com/Documents ... -%20EN.pdf

Performance is underpinned by a selection of stocks that met the criteria for Robo Global's Robotics and Automation. They mentioned a few companies but two stood out.

i) John Deere, who have been innovating so that a tractor can now take a robot to visually examine ad recognise plants in order give each one a tailored treatment as it passes over them.

ii) Renishaw, who make sensors.

They seem quite pleased with the progress made to date and are proud of their research-driven rules-based approach to capturing this 'megatrend'. There's plenty of good arguments for including it as a small % to help diversify a portfolio. The companies involved are in huge demand as we demand more and more automation, especially from companies who make robots within the automotive manufacturing sector (couldn't remember the names of the companies that they are utilising that do this) and for sensors for everything from drones in warehouses to mobile phones.

Richard also told us about his irobot vacuum cleaner, and how the latest one forms and creates maps of the area ot cleans and learns, for example to go first to where the toddler has dropped food in the same place at the same meal times. The original one he had used to get stuck in coreners or on table legs.

A tracker is one way to get exposure to this extremely interesting and 'fun' sector. You might however prefer to opt to invest directly in some of the companies they include?

More reading:-

https://www.etfsecurities.com/Documents ... dology.pdf for Index Methodology

https://www.etfsecurities.com/Documents ... dology.pdf Index classification

DYOR as ever.

Bink333
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Re: When the robots steal your job

#94693

Postby Bink333 » November 10th, 2017, 11:43 am

I also took a picture of their top 5 and bottom 5 years to date in (%) holdings.

Top 5
Yaskawa +94
Hiwin +89
Daifuku +87
Renishaw +82
IROBOT +77

Bottom 5
Exone -18
Oceaneering -19
Technipfmc -27
Helix Energy -35
Immersion -37

panamagold
Lemon Slice
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Re: When the robots steal your job

#116734

Postby panamagold » February 8th, 2018, 8:16 pm

I'm somewhat late to the party on this one. I've been tracking it for sometime and seeing the 'slap' that is being administered upon it right now I am wondering, if and when the dust settles, whether others here may be considering it a punt? They are, after all, supposedly removing all the mundane from our very existance.:?:


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