Echiquier Robotics K
FCM Robotique is an international equity fund seeking exposure to the robotics and automation thematic.
Class K - FR0012413722 - NAV : 223,82€
As of 06/02/2023
Fund Managers
Performance
Price dataCalendar performance (%)
Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.
Calendar performance (%)
2023 | |
Echiquier Robotics K | +16,63 |
Benchmark | +6,83 |
2022 | |
Echiquier Robotics K | -35,78 |
Benchmark | -12,78 |
2021 | |
Echiquier Robotics K | +16,14 |
Benchmark | +31,07 |
2020 | |
Echiquier Robotics K | +49,58 |
Benchmark | +6,33 |
2019 | |
Echiquier Robotics K | +45,92 |
Benchmark | +30,02 |
2018 | |
Echiquier Robotics K | -15,55 |
Benchmark | -4,11 |
2017 | |
Echiquier Robotics K | +28,73 |
Benchmark | +7,51 |
2016 | |
Echiquier Robotics K | +9,89 |
Benchmark | +10,73 |
2015 | |
Echiquier Robotics K | - |
Benchmark | +4,68 |
Cumulative performance (%)
3 months | |
Echiquier Robotics K | +12,48 |
Benchmark | +3,06 |
2023 | |
Echiquier Robotics K | +16,63 |
Benchmark | +6,83 |
1 year | |
Echiquier Robotics K | -13,73 |
Benchmark | -1,09 |
3 years | |
Echiquier Robotics K | +19,28 |
Benchmark | +23,84 |
5 years | |
Echiquier Robotics K | +58,75 |
Benchmark | +66,67 |
10 years | |
Echiquier Robotics K | - |
Benchmark | - |
Inception | |
Echiquier Robotics K | +123,82 |
Benchmark | +101,75 |
Annualised performance (%)
1 year | |
Echiquier Robotics K | -13,73 |
Benchmark | -1,09 |
3 years | |
Echiquier Robotics K | +6,05 |
Benchmark | +7,38 |
5 years | |
Echiquier Robotics K | +9,68 |
Benchmark | +10,75 |
10 years | |
Echiquier Robotics K | - |
Benchmark | - |
Inception | |
Echiquier Robotics K | +10,55 |
Benchmark | +9,13 |
Risk indicators (%)
1 year | |
Fund volatility | 23,56 |
Index volatility | 17,28 |
Sharpe ratio | -0,43 |
Information ratio | -0,81 |
Beta | 1,16 |
Tracking Error | 12,73 |
3 years | |
Fund volatility | 23,95 |
Index volatility | 19,30 |
Sharpe ratio | 0,42 |
Information ratio | 0,02 |
Beta | 1,03 |
Tracking Error | 13,44 |
5 years | |
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% |
Legal information