Automation and in particular robots are reshaping the factory floor, production time and costs. Whether it is the manufacturing of iPhones, or humans with collaborative robots, or the time in which online retailers can pack and deliver their wares. This brings huge chances for investors, as revenues of such companies as Teradyne, Keyence and Ocado soar. This year alone, Teradyne grew by 70 per cent over one year, Keyence had revenues of 379,282 million JPN (respectively 3.4 billion USD, rate as at 15.11.2017) at year end 2016. Ocado’s revenues grew by almost 15 percent from 2015 to 2016. The MainFirst Global Equities Fund invests in high-growth companies such as these to generate attractive returns, resulting in a YTD performance of 41.5 per cent*.
As forward-thinking investors, the key question is whether these are trends that are likely to remain and to continue to bring attractive returns. According to Frank Schwarz, the lead fund manager of the MainFirst Global Equities Fund, which has been nominated for the Fund Manager of the Year Awards by Investment Europe, automation through robots and cobots is one of a number of structural trends that is only just beginning. The area of automation constitutes an underlying market, facilitating the production and delivery of consumer goods that is likely to exhibit further structural growth over the coming years.