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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 : 214,04

Performance 2023

+11,54%

Annualized performance

+9,98%since inception
on 28/01/2015

AuM

11,3 € millions

Investment horizon

5 years

Risk level

4/7

As of 26/01/2023

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 +6,86 +0,52
2023 +11,54 +3,74
1 year -18,45 -2,67
3 years +13,70 +21,89
5 years +42,39 +52,20
10 years - -
Inception +114,04 +95,93

Annualised performance (%)

Echiquier Robotics K Benchmark
1 year -18,45 -2,67
3 years +4,37 +6,81
5 years +7,32 +8,76
10 years - -
Inception +9,98 +8,77

Calendar performance (%)

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 +6,86
Benchmark +0,52
Echiquier Robotics K +11,54
Benchmark +3,74
Echiquier Robotics K -18,45
Benchmark -2,67
Echiquier Robotics K +13,70
Benchmark +21,89
Echiquier Robotics K +42,39
Benchmark +52,20
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +114,04
Benchmark +95,93

Annualised performance (%)

Echiquier Robotics K -18,45
Benchmark -2,67
Echiquier Robotics K +4,37
Benchmark +6,81
Echiquier Robotics K +7,32
Benchmark +8,76
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +9,98
Benchmark +8,77

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 22,77 17,15 -0,86 -1,36 1,12 12,43
3 years 23,91 19,44 0,28 -0,17 1,02 13,26
5 years 23,09 17,19 0,43 -0,05 1,11 13,24

Risk indicators (%)

Fund volatility 22,77
Index volatility 17,15
Sharpe ratio -0,86
Information ratio -1,36
Beta 1,12
Tracking Error 12,43
Fund volatility 23,91
Index volatility 19,44
Sharpe ratio 0,28
Information ratio -0,17
Beta 1,02
Tracking Error 13,26
Fund volatility 23,09
Index volatility 17,19
Sharpe ratio 0,43
Information ratio -0,05
Beta 1,11
Tracking Error 13,24

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 30/01/2022
ISIN Code FR0012413722
Risk level 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%