The FINANCIAL — New research1 from fund manager Robocap, a leading investor in robotics, automation and AI listed stocks reveals that wealth managers, family offices, pensions funds and insurance asset managers are increasing their allocation to companies and sectors that are set to benefit the most from robotics aka physical AI.
The Robocap UCITS Fund, which is a thematic equity fund focusing on pure-play robotics, automation and AI listed stocks globally, was launched in January 2016 and is managed by a London based specialist team. It has delivered compound annualised net returns (CAGR) of 13.1% and a net return of 218.6% since its inception.2
The survey found that of the professional investors questioned who have a combined AUM of $1.183 trillion, all confirmed increased allocations to robotics / physical AI investments, and they expect this trend to continue. Over the next three years, 95% of professional investors said allocations will increase, and 15% said that this rise will be dramatic.
AI is a particular focus of these investors and according to almost nine out of 10 (89%) of them, their allocation here will increase over the next three years.
More than two thirds (69%) said there will be a slight increase, but a fifth (20%) said these allocation increases will be dramatic.
Jonathan Cohen, founder and CIO of Robocap, said: “The research offers proof that robotics and AI is not mere science fiction, but a real world solution for the problems that face humanity.
“Our survey shows that professional investors recognise the role that robotics and AI will play in developing society in the future and see the potential to deliver strong and consistent returns for their clients’ portfolios.”
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