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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 : 272,07

Performance 2024

+9,90%

Annualized performance

+11,66%since inception
on 28/01/2015

AuM

13,0 € millions

Investment horizon

5 years

SRI PRIIPS

5/7

As of 23/02/2024

Fund Managers

Rolando Grandi, CFA

Fund Manager

Alicia Daurignac

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 +15,76 +12,02
2024 +9,90 +7,55
1 year +22,78 +21,21
3 years +2,92 +40,54
5 years +90,86 +81,63
10 years - -
Inception +172,07 +142,93

Annualised performance (%)

Echiquier Robotics K Benchmark
1 year +22,78 +21,21
3 years +0,96 +12,01
5 years +13,79 +12,67
10 years - -
Inception +11,66 +10,27

Calendar performance (%)

Echiquier Robotics K +9,90
Benchmark +7,55
Echiquier Robotics K +29,01
Benchmark +19,60
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 +15,76
Benchmark +12,02
Echiquier Robotics K +9,90
Benchmark +7,55
Echiquier Robotics K +22,78
Benchmark +21,21
Echiquier Robotics K +2,92
Benchmark +40,54
Echiquier Robotics K +90,86
Benchmark +81,63
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +172,07
Benchmark +142,93

Annualised performance (%)

Echiquier Robotics K +22,78
Benchmark +21,21
Echiquier Robotics K +0,96
Benchmark +12,01
Echiquier Robotics K +13,79
Benchmark +12,67
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +11,66
Benchmark +10,27

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 17,56 11,00 1,30 0,37 1,33 10,36
3 years 19,87 13,13 0,17 -0,77 1,22 12,31
5 years 21,54 16,40 0,74 0,19 1,07 12,46

Risk indicators (%)

Fund volatility 17,56
Index volatility 11,00
Sharpe ratio 1,30
Information ratio 0,37
Beta 1,33
Tracking Error 10,36
Fund volatility 19,87
Index volatility 13,13
Sharpe ratio 0,17
Information ratio -0,77
Beta 1,22
Tracking Error 12,31
Fund volatility 21,54
Index volatility 16,40
Sharpe ratio 0,74
Information ratio 0,19
Beta 1,07
Tracking Error 12,46

Characteristics

General characteristics of the fund
Fund Inception 28/01/2015
Legal form French mutual fund (FCP)
Classification International equity
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 28/01/2015
ISIN Code FR0012413722
SRI PRIIPS 5/7
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%