The first round of sub-indices includes the following:
Thematic:
- ROBO Global® Robotics, Automation and AI High Revenue Index
- ROBO Global® Robotics, Automation and AI Growing Revenue Index
- ROBO Global® Robotics, Automation and AI Technology Index
- ROBO Global® Robotics, Automation and AI Applications Index
Geography:
- ROBO Global® Robotics, Automation and AI North America Index
- ROBO Global® Robotics, Automation and AI World ex-North America Index
- ROBO Global® Robotics, Automation and AI EMEA Index
- ROBO Global® Robotics, Automation and AI Japan Index
- ROBO Global® Robotics, Automation and AI Asia Index
Hedged:
- ROBO Global® Robotics, Automation and AI Hedged to USD Index
- ROBO Global® Robotics, Automation and AI Hedged to Yen Index (Currency: YEN)
- ROBO Global® Robotics, Automation and AI Hedged to GBP Index (Currency: GBP)
- ROBO Global® Robotics, Automation and AI Hedged to EUR Index (Currency: EUR)
To further support investor due diligence, Price Return and Total Net Returns versions of each index are also available, including 10 years of past-performance history. (Data prior to 16 June 2014 is based on simulated back-tested data.) Using this granular breakout of the index enables investors to more easily model and analyze each of the various components of the index and how each may help strengthen positions within a portfolio.
At ROBO Global, we still believe that the most efficient way to invest in robotics, automation, and AI is to invest broadly to help balance risk with reward across the sector. Toward that goal, ROBO Global invests across the global value chain of RAAI, investing in industry leaders with all levels of market capitalization, across all major geographic regions. In stark contrast to other strategies, the ROBO Global Robotics & Automation Index is modified equal-weighted—not capitalization-weighted. This weighting provides investors with equally diversified equity exposure, including more exposure to the small-cap and mid-cap companies that may have a higher growth potential.
Wise investors know that investing success is rooted not in chasing the latest trends, but in careful selection based on due diligence—including analysis to understand how the underlying holdings contribute to the strength of the overall portfolio. ROBO Global’s sub-index series is designed to do just that, and to give investors the ability to capture the potential growth across the sector more easily than ever.
For more investment strategies, visit ETF Trends.