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EQUITIES / THEMES

Echiquier Robotics K

FCM Robotique is an international equity fund seeking exposure to the robotics and automation thematic.

Class K - FR0012413722 - NAV : 223,82

Performance 2023

+16,63%

Annualized performance

+10,55%since inception
on 28/01/2015

AuM

11,7 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 06/02/2023

Fund Managers

Rolando Grandi, CFA

Fund Manager

Performance

Price data

Calendar performance (%)

Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.

Cumulative performance (%)

Echiquier Robotics K Benchmark
3 months +12,48 +3,06
2023 +16,63 +6,83
1 year -13,73 -1,09
3 years +19,28 +23,84
5 years +58,75 +66,67
10 years - -
Inception +123,82 +101,75

Annualised performance (%)

Echiquier Robotics K Benchmark
1 year -13,73 -1,09
3 years +6,05 +7,38
5 years +9,68 +10,75
10 years - -
Inception +10,55 +9,13

Calendar performance (%)

Echiquier Robotics K +16,63
Benchmark +6,83
Echiquier Robotics K -35,78
Benchmark -12,78
Echiquier Robotics K +16,14
Benchmark +31,07
Echiquier Robotics K +49,58
Benchmark +6,33
Echiquier Robotics K +45,92
Benchmark +30,02
Echiquier Robotics K -15,55
Benchmark -4,11
Echiquier Robotics K +28,73
Benchmark +7,51
Echiquier Robotics K +9,89
Benchmark +10,73
Echiquier Robotics K -
Benchmark +4,68

Cumulative performance (%)

Echiquier Robotics K +12,48
Benchmark +3,06
Echiquier Robotics K +16,63
Benchmark +6,83
Echiquier Robotics K -13,73
Benchmark -1,09
Echiquier Robotics K +19,28
Benchmark +23,84
Echiquier Robotics K +58,75
Benchmark +66,67
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +123,82
Benchmark +101,75

Annualised performance (%)

Echiquier Robotics K -13,73
Benchmark -1,09
Echiquier Robotics K +6,05
Benchmark +7,38
Echiquier Robotics K +9,68
Benchmark +10,75
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +10,55
Benchmark +9,13

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 23,56 17,28 -0,43 -0,81 1,16 12,73
3 years 23,95 19,30 0,42 0,02 1,03 13,44
5 years 23,08 17,03 0,59 0,04 1,11 13,35

Risk indicators (%)

Fund volatility 23,56
Index volatility 17,28
Sharpe ratio -0,43
Information ratio -0,81
Beta 1,16
Tracking Error 12,73
Fund volatility 23,95
Index volatility 19,30
Sharpe ratio 0,42
Information ratio 0,02
Beta 1,03
Tracking Error 13,44
Fund volatility 23,08
Index volatility 17,03
Sharpe ratio 0,59
Information ratio 0,04
Beta 1,11
Tracking Error 13,35

Characteristics

General characteristics of the fund
Fund Inception 28/01/2015
Legal form A French mutual fund (Fonds Commun de Placement or FCP)
Classification International equity
Reference indicator MSCI WORLD NET TOTAL RETURN (en EUR)
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 07/02/2022
ISIN Code FR0012413722
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile For institutional investors and marketing by financial intermediaries only
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%