Echiquier Robotics A
Echiquier Robotics is an international equity fund seeking exposure to the robotics and automation thematic.
Class A - FR0012417350 - NAV : 194,29€
As of 25/09/2023
Fund news
Changes on the LFDE range
Fund Managers
Fund Manager
From Bolivia with a degree in finance from IAE Lyon school of business, Rolando Grandi began his career at Roche-Brune AM as an international equity analyst before becoming co-manager in 2015. Rolando joined La Financière de l’Echiquier in 2017 and became fund manager of thematic and international equities. In 2018, he launched Echiquier Artifical Intelligence, the first French investment fund on this theme. In 2021, he launched the first thematic fund in Europe focused on space and its ecosystem: Echiquier Space.
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 A | +18,03 |
| Benchmark | +13,07 |
| 2022 | |
| Echiquier Robotics A | -36,19 |
| Benchmark | -12,78 |
| 2021 | |
| Echiquier Robotics A | +15,36 |
| Benchmark | +31,07 |
| 2020 | |
| Echiquier Robotics A | +40,69 |
| Benchmark | +6,33 |
| 2019 | |
| Echiquier Robotics A | +42,90 |
| Benchmark | +30,02 |
| 2018 | |
| Echiquier Robotics A | -16,81 |
| Benchmark | -4,11 |
| 2017 | |
| Echiquier Robotics A | +26,36 |
| Benchmark | +7,51 |
| 2016 | |
| Echiquier Robotics A | +8,12 |
| Benchmark | +10,70 |
| 2015 | |
| Echiquier Robotics A | - |
| Benchmark | +0,59 |
Cumulative performance (%)
| 3 months | |
| Echiquier Robotics A | -6,55 |
| Benchmark | +2,42 |
| 2023 | |
| Echiquier Robotics A | +18,03 |
| Benchmark | +13,07 |
| 1 year | |
| Echiquier Robotics A | +8,37 |
| Benchmark | +10,18 |
| 3 years | |
| Echiquier Robotics A | +2,33 |
| Benchmark | +42,41 |
| 5 years | |
| Echiquier Robotics A | +44,39 |
| Benchmark | +58,89 |
| 10 years | |
| Echiquier Robotics A | - |
| Benchmark | - |
| Inception | |
| Echiquier Robotics A | +94,29 |
| Benchmark | +105,20 |
Annualised performance (%)
| 1 year | |
| Echiquier Robotics A | +8,37 |
| Benchmark | +10,18 |
| 3 years | |
| Echiquier Robotics A | +0,77 |
| Benchmark | +12,51 |
| 5 years | |
| Echiquier Robotics A | +7,62 |
| Benchmark | +9,70 |
| 10 years | |
| Echiquier Robotics A | - |
| Benchmark | - |
| Inception | |
| Echiquier Robotics A | +8,02 |
| Benchmark | +8,71 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 19,16 |
| Index volatility | 12,33 |
| Sharpe ratio | 0,36 |
| Information ratio | -0,06 |
| Beta | 1,22 |
| Tracking Error | 12,18 |
| 3 years | |
| Fund volatility | 20,47 |
| Index volatility | 14,03 |
| Sharpe ratio | 0,10 |
| Information ratio | -0,88 |
| Beta | 1,19 |
| Tracking Error | 12,18 |
| 5 years | |
| Fund volatility | 22,83 |
| Index volatility | 17,05 |
| Sharpe ratio | 0,43 |
| Information ratio | -0,07 |
| Beta | 1,11 |
| Tracking Error | 12,92 |
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 | 18/02/2015 |
| ISIN Code | FR0012417350 |
| SRI PRIIPS | 4/7 |
| Minimum subscription amount | Null |
| Investor profile | All investors |
| Tax included Including tax | 1,65% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
Legal information
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.