RoboCap
RoboCap is a London-based, FCA-regulated boutique investment manager founded in 2015, offering thematic equity funds (UCITS and Cayman) investing in pure-play robotics, automation, and AI listed stocks for institutional and professional investors across Europe and Singapore.
- Company typePrivate
- Founded2016
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What RoboCap does
RoboCap (legal entity: Robocap Asset Management Ltd) is a London-based, FCA-regulated (FRN# 954256) boutique investment management firm founded in 2015 by Jonathan Cohen. The firm specialises in thematic equity investing in pure-play robotics, automation, and AI listed stocks, maintaining a proprietary investment universe of over 400 names globally filtered by a >40% revenue exposure threshold to the theme, from which it typically holds 25–40 concentrated positions with 2–3 year holding periods and 5–9% high-conviction weights.
The core product is the Robocap UCITS Fund, launched on 4 January 2016 as a sub-fund of the MontLake UCITS Platform (domiciled in Ireland, authorised by the Central Bank of Ireland, classified as SFDR Article 8). The product suite has expanded to three vehicles: the flagship UCITS Fund, the Robocap Partners Fund (Cayman-Delaware structure for non-UCITS investors), and the Robocap AI Cyber Security Basket (an actively managed certificate). The fund is distributed across 9+ European jurisdictions plus Singapore in four currency denominations (USD, CHF, EUR, GBP), with daily subscription (T-1) and redemption (T-5) mechanics.
The firm operates with a lean team of 6 full-time professionals (CIO, Head of Research, Research Analyst, COO, Operations/Client Analyst, plus a 5-person Advisory Board of leading AI and robotics domain experts). Revenue is generated through management fees (1.0–1.5%) and performance fees (10–15%) on approximately $152m of Fund AUM and $199m of Strategy AUM as of May 2026. The firm has a 10-year live track record of 387.98% cumulative return (16.44% annualised) and is positioned as a pioneer in the pure-play robotics/AI equity category.
RoboCap firmographics
Firmographics- Name
- RoboCap
- Legal name
- Robocap Asset Management Ltd
- Website
- http://www.robocapfund.com/
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- RoboCap is a London-based, FCA-regulated boutique investment manager founded in 2015, offering thematic equity funds (UCITS and Cayman) investing in pure-play robotics, automation, and AI listed stocks for institutional and professional investors across Europe and Singapore.
- Ownership category
- akta.pro rank
RoboCap industry classification
Industry- Product category
- Thematic Equity Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
- akta.pro secondary industry
- Digital/Robo Financial Planning (FSAEAAAK)
Keywords
Where RoboCap is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
RoboCap business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Marketing or Sales, Others, Personnel, Operations, Technology or R&D
Revenue model
- Investment Management Fees: Robocap Asset Management Ltd charges management fees and performance fees for managing the Robocap UCITS Fund. Founder share classes (USD, CHF, EUR, GBP Institutional) charge 1.0% management fee and 10% performance fee with equalization shares. Pooled Class A charges 1.25% management fee and 12.5% performance fee. Pooled Class B charges 1.5% management fee and 15% performance fee.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | USD/CHF/EUR/GBP Institutional Founder Class: 1.0% management fee, 10% performance fee, with equalization shares |
| Subscription | Annual | Institutional Class A – Pooled: 1.25% management fee, 12.5% performance fee, no equalization shares |
| Subscription | Annual | Institutional Class B – Pooled: 1.5% management fee, 15% performance fee, no equalization shares |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
RoboCap product offering
Product offeringCore offering
RoboCap is an investment management firm that manages the Robocap UCITS Fund and related products, investing in pure-play robotics, automation, and AI listed equities globally. The flagship fund selects 25-40 high-conviction positions from a proprietary investment universe of over 400 names filtered by >40% revenue exposure to the theme, with multi-currency share classes (USD, CHF, EUR, GBP) and daily liquidity.
Product overview
RoboCap is an investment management company offering a portfolio of specialized investment products focused on robotics, automation, and AI themes. The core product is the Robocap UCITS Fund (Article 8), a UCITS-compliant fund launched in January 2016, which is complemented by the Robocap Partners Fund (Cayman-Delaware structured) and the Robocap AI Cyber Security Basket (an actively managed certificate). All products share a common investment theme of robotics, automation, and AI, with the UCITS Fund serving as the primary regulated vehicle for global listed stocks.
Differentiator
Problem solved
Functional benefit
Brands
- Robocap UCITS Fund: A UCITS fund focusing on pure-play Robotics, Automation and AI listed stocks globally, launched January 4, 2016.
- Robocap Partners Fund
- Robocap AI Cyber Security Basket
Products and services
- Robocap UCITS Fund A thematic equity fund focused on pure-play robotics, automation, and AI listed stocks globally, for professional and institutional investors. The fund selects 25-40 high-conviction positions from a proprietary universe of ~400 names, offers multi-currency share classes (USD, CHF, EUR, GBP) with daily liquidity, and achieved a 387.98% total return since launch (16.44% annualised) as of 29 May 2026.
- Robocap Partners Fund A separate investment fund managed by RoboCap, structured as a Cayman-Delaware vehicle and focused on the robotics, automation, and AI theme for investors who cannot access the UCITS fund structure.
- Robocap AI Cyber Security Basket An actively managed certificate (AMC) that provides concentrated exposure to AI-related cybersecurity companies from within the Robocap investment universe, for investors seeking targeted sub-theme exposure.
Quantifiable outcome
- 53.17% 1-year total return as at 29th May 2026
- +5 more outcomes
Companies that use RoboCap
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles1 record
RoboCap technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
RoboCap partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and supporting.
- Waystone Management Company (IE) LtdcoreWaystone serves as the Fund Platform / Management Company for the Robocap UCITS Fund. Waystone Management Company (IE) Ltd is the Irish management company overseeing the MontLake UCITS Platform sub-fund structure, which houses the Robocap UCITS Fund.
- MaplescoreMaples serves as Legal Advisor to the Robocap UCITS Fund, providing legal counsel for the fund structure and operations.
- KPMGcoreKPMG serves as Auditor for the Robocap UCITS Fund, providing independent audit services.
- Northern TrustcoreNorthern Trust serves as both Administrator and Custodian for the Robocap UCITS Fund, providing fund administration and safekeeping of assets.
- RefinitivsupportingRefinitiv provides third-party ESG data and research used by Robocap to build and maintain its internal ESG rating system. ESG data from Refinitiv is combined with corporate disclosures and company communications for portfolio ESG analysis.
- BloombergsupportingBloomberg is referenced as a data source for portfolio analytics, including holding by market cap data shown on the Robocap UCITS Fund page.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
RoboCap competitors and assessment
Company assessmentDirect peers
- ROBO Global: ROBO Global is a robotics and automation thematic index/thematic-investing specialist, founded in 2013 and widely seen as the thematic pioneer in this space. Its ROBO ETF (launched 2013) directly competes with RoboCap's UCITS Fund on the same pure-play robotics/automation theme, with overlapping target investors and a similar research-driven positioning.
- Global X Robotics & Artificial Intelligence ETF (BOTZ): Global X's BOTZ ETF is a passively managed, low-fee (0.68%) thematic ETF tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index. It competes with RoboCap on institutional robotics/AI allocations, with broader holdings (~80 stocks) versus RoboCap's concentrated 25-40 position book and significantly lower fee point.
- iShares Robotics and Artificial Intelligence ETF (IRBO): iShares (BlackRock) IRBO is a thematic ETF providing global exposure to robotics and AI equities. As a low-cost passive alternative from the world's largest asset manager, IRBO competes with RoboCap for institutional thematic mandates with a different (passive, broadly diversified) approach and significantly lower fees.
- WisdomTree Artificial Intelligence ETF (WTAI): WisdomTree's WTAI UCITS ETF provides thematic exposure to AI-enabled companies globally. It is a direct competitor to RoboCap in the European UCITS distribution channel, targeting similar institutional and professional investors with a passive, AI-focused portfolio.
- ARK Invest (ARK Autonomous Tech. & Robotics ETF): ARK's autonomous technology and robotics strategy provides thematic exposure to AI, automation, robotics, and autonomous vehicles. While more US-centric and more aggressive in style, ARK competes for the same global thematic equity allocator mindshare and is often mentioned alongside RoboCap in institutional thematic discussions.
Broad incumbents
- Polar Capital Technology Trust / Technology Fund: Polar Capital's technology-focused funds provide active equity exposure to the broader technology ecosystem, including AI and robotics beneficiaries. While not pure-play thematic, it competes for UK/European institutional technology equity allocations with a more diversified, larger-AUM approach.
- abrdn (formerly Aberdeen Standard) — thematic equity strategies: abrdn offers several thematic equity strategies across AI, automation, and technology for institutional and retail investors. As a large incumbent asset manager with global distribution, it competes with RoboCap in the institutional thematic equity RFP process, though with broader portfolios and lower thematic purity.
- Allianz Global Investors — thematic equity strategies: Allianz GI's thematic equity product suite includes robotics, AI, and technology strategies aimed at European institutional and retail investors. As a major incumbent with deep European distribution, it competes with RoboCap for the same UCITS-registered thematic mandates.
- AXA IM Robotics & AI thematic strategies: AXA Investment Managers operates thematic equity strategies including robotics and AI, offered to European institutional investors via UCITS structures. As a major incumbent with established distribution, it competes directly with RoboCap for European pension and insurance thematic equity allocations.
Emerging players
- HANetf (thematic ETF platform): HANetf is a European thematic ETF white-label provider that has launched multiple AI and robotics-themed products in the UCITS market. It competes with RoboCap as an alternative vehicle for the same thematic exposure, particularly for European institutional and advisor channels seeking lower-fee, exchange-traded access.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
RoboCap social profiles
Digital presenceRoboCap compliance and trust
Trust signalCompliance2 records
RoboCap financial estimates
Financial estimateRevenue estimate
Valuation estimate
RoboCap leadership team
Management profileNumber of profiles
Profiles5 records
RoboCap subsidiaries and ownership
Company hierarchySubsidiaries1 record
RoboCap funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RoboCap M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RoboCap
What does RoboCap do?
RoboCap is an investment management firm that manages the Robocap UCITS Fund and related products, investing in pure-play robotics, automation, and AI listed equities globally. The flagship fund selects 25-40 high-conviction positions from a proprietary investment universe of over 400 names filtered by >40% revenue exposure to the theme, with multi-currency share classes (USD, CHF, EUR, GBP) and daily liquidity.
Is RoboCap a public or private company?
RoboCap is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RoboCap founded?
RoboCap was founded in 2016. It employs 1 to 10 people.
Where is RoboCap based?
RoboCap is headquartered in London, United Kingdom, in the Europe region.
How does RoboCap make money?
One revenue line is on record: investment Management Fees.
Who are RoboCap's main competitors?
Direct peers on record are ROBO Global, Global X Robotics & Artificial Intelligence ETF (BOTZ), iShares Robotics and Artificial Intelligence ETF (IRBO), WisdomTree Artificial Intelligence ETF (WTAI) and ARK Invest (ARK Autonomous Tech. & Robotics ETF). Broad incumbents are Polar Capital Technology Trust / Technology Fund, abrdn (formerly Aberdeen Standard) — thematic equity strategies, Allianz Global Investors — thematic equity strategies and AXA IM Robotics & AI thematic strategies. HANetf (thematic ETF platform) is listed as an emerging player.
Does RoboCap have an API?
No public API is recorded for RoboCap.
What industry is RoboCap in?
RoboCap's product category is Thematic Equity Fund Management. Its primary akta.pro industry code is FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access), with a secondary code of FSAEAAAK, Digital/Robo Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.