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EQUITIES / THEMES

Echiquier Robotics A

Echiquier Robotics is an international equity fund seeking exposure to the robotics and automation thematic.

Class A - FR0012417350 - NAV : 194,29

Performance 2023

+18,03%

Annualized performance

+8,02%since inception
on 18/02/2015

AuM

11,5 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 25/09/2023

Fund news

Fund Spotlight 17/12/2019

Changes on the LFDE range

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 A Benchmark
3 months -6,55 +2,42
2023 +18,03 +13,07
1 year +8,37 +10,18
3 years +2,33 +42,41
5 years +44,39 +58,89
10 years - -
Inception +94,29 +105,20

Annualised performance (%)

Echiquier Robotics A Benchmark
1 year +8,37 +10,18
3 years +0,77 +12,51
5 years +7,62 +9,70
10 years - -
Inception +8,02 +8,71

Calendar performance (%)

Echiquier Robotics A +18,03
Benchmark +13,07
Echiquier Robotics A -36,19
Benchmark -12,78
Echiquier Robotics A +15,36
Benchmark +31,07
Echiquier Robotics A +40,69
Benchmark +6,33
Echiquier Robotics A +42,90
Benchmark +30,02
Echiquier Robotics A -16,81
Benchmark -4,11
Echiquier Robotics A +26,36
Benchmark +7,51
Echiquier Robotics A +8,12
Benchmark +10,70
Echiquier Robotics A -
Benchmark +0,59

Cumulative performance (%)

Echiquier Robotics A -6,55
Benchmark +2,42
Echiquier Robotics A +18,03
Benchmark +13,07
Echiquier Robotics A +8,37
Benchmark +10,18
Echiquier Robotics A +2,33
Benchmark +42,41
Echiquier Robotics A +44,39
Benchmark +58,89
Echiquier Robotics A -
Benchmark -
Echiquier Robotics A +94,29
Benchmark +105,20

Annualised performance (%)

Echiquier Robotics A +8,37
Benchmark +10,18
Echiquier Robotics A +0,77
Benchmark +12,51
Echiquier Robotics A +7,62
Benchmark +9,70
Echiquier Robotics A -
Benchmark -
Echiquier Robotics A +8,02
Benchmark +8,71

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 19,16 12,33 0,36 -0,06 1,22 12,18
3 years 20,47 14,03 0,10 -0,88 1,19 12,18
5 years 22,83 17,05 0,43 -0,07 1,11 12,92

Risk indicators (%)

Fund volatility 19,16
Index volatility 12,33
Sharpe ratio 0,36
Information ratio -0,06
Beta 1,22
Tracking Error 12,18
Fund volatility 20,47
Index volatility 14,03
Sharpe ratio 0,10
Information ratio -0,88
Beta 1,19
Tracking Error 12,18
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%