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EQUITIES / THEMES

Echiquier Robotics K

FCM Robotique is an international equity fund seeking exposure to the robotics and automation thematic.

Performance 2022

-31,40%

Annualized performance

+9,56%since inception
on 28/01/2015

AuM

11,7 € millions

Investment horizon

5 years

Risk level

6/7

As of 07/12/2022

Fund Managers

Rolando Grandi, CFA

Fund Manager

Performance

Price data

Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.

Calendar performance (%)

Echiquier Robotics K Benchmark
2022 -31,40 -9,68
2021 +16,14 +31,07
2020 +49,58 +6,33
2019 +45,92 +30,02
2018 -15,55 -4,11
2017 +28,73 +7,51
2016 +9,89 +10,73
2015 - +4,68

Cumulative performance (%)

Echiquier Robotics K Benchmark
3 months -5,70 -3,46
2022 -31,40 -9,68
1 year -32,24 -9,28
3 years +19,62 +27,34
5 years +47,84 +57,18
10 years - -
Inception +104,97 +95,56

Annualised performance (%)

Echiquier Robotics K Benchmark
1 year -32,24 -9,28
3 years +6,15 +8,38
5 years +8,13 +9,46
10 years - -
Inception +9,56 +8,90

Calendar performance (%)

Echiquier Robotics K -31,40
Benchmark -9,68
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 -5,70
Benchmark -3,46
Echiquier Robotics K -31,40
Benchmark -9,68
Echiquier Robotics K -32,24
Benchmark -9,28
Echiquier Robotics K +19,62
Benchmark +27,34
Echiquier Robotics K +47,84
Benchmark +57,18
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +104,97
Benchmark +95,56

Annualised performance (%)

Echiquier Robotics K -32,24
Benchmark -9,28
Echiquier Robotics K +6,15
Benchmark +8,38
Echiquier Robotics K +8,13
Benchmark +9,46
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +9,56
Benchmark +8,90

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 22,59 17,31 -1,15 -2,22 1,15 11,06
3 years 23,60 19,25 0,45 -0,11 1,03 12,97
5 years 22,90 17,06 0,52 -0,01 1,11 13,02

Risk indicators (%)

Fund volatility 22,59
Index volatility 17,31
Sharpe ratio -1,15
Information ratio -2,22
Beta 1,15
Tracking Error 11,06
Fund volatility 23,60
Index volatility 19,25
Sharpe ratio 0,45
Information ratio -0,11
Beta 1,03
Tracking Error 12,97
Fund volatility 22,90
Index volatility 17,06
Sharpe ratio 0,52
Information ratio -0,01
Beta 1,11
Tracking Error 13,02

Characteristics

General characteristics of the fund
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 (EUR)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 28/01/2015
ISIN Code FR0012413722
Risk level 6/7
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%