PBOTPictet AI & Automation ETF

Grow my moneyNewRanked #1,737 of 2,969 in this goal

Seeks long-term capital appreciation.

By Pictet Asset Management Ltd · Launched 2025

Annual Cost

0.01%

#95 of 5,573 · low cost

Fund Size

$14M

#4,603 of 5,573 · small

Return (1Y)Goal

N/A

Track Record

8 months

#4,874 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,879+28.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Focus

Artificial Intelligence

What it actually holds

By weight

Concentration

Top 10 holdings = 45.6% of fundmoderately concentrated

ALPHABET INC-CL A

7.7%

TAIWAN SEMICONDUCTOR-SP ADR

5.4%

NVIDIA CORP

4.6%

KLA CORP

4.4%

PALO ALTO NETWORKS INC

4.3%

SAP SE /EUR/

4.2%

MICROSOFT CORP

4.1%

BROADCOM INC

4.1%

SALESFORCE INC

3.5%

NXP SEMICONDUCTORS NV

3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-15.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed ETF investing primarily in global equity securities of AI and automation companies, focusing on those with significant links to these sectors. The investment process includes a thematic screen and fundamental analysis to select companies, with a portfolio constructed based on high-conviction stocks.
Inception date: October 15, 2025
Fund family: Pictet Asset Management Ltd