Echiquier Robotics K
FCM Robotique is an international equity fund seeking exposure to the robotics and automation thematic.
Class K - FR0012413722 - NAV : 214,04€
As of 26/01/2023
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 (%)
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 | +6,86 |
Benchmark | +0,52 |
2023 | |
Echiquier Robotics K | +11,54 |
Benchmark | +3,74 |
1 year | |
Echiquier Robotics K | -18,45 |
Benchmark | -2,67 |
3 years | |
Echiquier Robotics K | +13,70 |
Benchmark | +21,89 |
5 years | |
Echiquier Robotics K | +42,39 |
Benchmark | +52,20 |
10 years | |
Echiquier Robotics K | - |
Benchmark | - |
Inception | |
Echiquier Robotics K | +114,04 |
Benchmark | +95,93 |
Annualised performance (%)
1 year | |
Echiquier Robotics K | -18,45 |
Benchmark | -2,67 |
3 years | |
Echiquier Robotics K | +4,37 |
Benchmark | +6,81 |
5 years | |
Echiquier Robotics K | +7,32 |
Benchmark | +8,76 |
10 years | |
Echiquier Robotics K | - |
Benchmark | - |
Inception | |
Echiquier Robotics K | +9,98 |
Benchmark | +8,77 |
Risk indicators (%)
1 year | |
Fund volatility | 22,77 |
Index volatility | 17,15 |
Sharpe ratio | -0,86 |
Information ratio | -1,36 |
Beta | 1,12 |
Tracking Error | 12,43 |
3 years | |
Fund volatility | 23,91 |
Index volatility | 19,44 |
Sharpe ratio | 0,28 |
Information ratio | -0,17 |
Beta | 1,02 |
Tracking Error | 13,26 |
5 years | |
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% |
Legal information