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EQUITIES / THEMATIC RANGE - TECHNOLOGY

Echiquier Robotics K

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

Class K - FR0012413722 - NAV : 285,63

Performance 2024

+15,37%

Annualized performance

+11,94%since inception
on 28/01/2015

AuM

13,2 € millions

Investment horizon

5 years

SRI PRIIPS

5/7

As of 16/05/2024

Fund Managers

Rolando Grandi, CFA

Fund manager

Christophe Pouchoy

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 +5,22 +5,20
2024 +15,37 +11,98
1 year +28,87 +25,69
3 years +17,50 +38,13
5 years +95,40 +81,74
10 years - -
Inception +185,63 +152,92

Annualised performance (%)

Echiquier Robotics K Benchmark
1 year +28,78 +25,61
3 years +5,52 +11,36
5 years +14,32 +12,68
10 years - -
Inception +11,94 +10,49

Calendar performance (%)

Echiquier Robotics K +15,37
Benchmark +11,98
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 +5,22
Benchmark +5,20
Echiquier Robotics K +15,37
Benchmark +11,98
Echiquier Robotics K +28,87
Benchmark +25,69
Echiquier Robotics K +17,50
Benchmark +38,13
Echiquier Robotics K +95,40
Benchmark +81,74
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +185,63
Benchmark +152,92

Annualised performance (%)

Echiquier Robotics K +28,78
Benchmark +25,61
Echiquier Robotics K +5,52
Benchmark +11,36
Echiquier Robotics K +14,32
Benchmark +12,68
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +11,94
Benchmark +10,49

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,97 10,83 1,67 0,56 1,52 10,94
3 years 20,29 13,27 0,38 -0,39 1,27 11,87
5 years 21,60 16,45 0,81 0,24 1,08 12,37

Risk indicators (%)

Fund volatility 18,97
Index volatility 10,83
Sharpe ratio 1,67
Information ratio 0,56
Beta 1,52
Tracking Error 10,94
Fund volatility 20,29
Index volatility 13,27
Sharpe ratio 0,38
Information ratio -0,39
Beta 1,27
Tracking Error 11,87
Fund volatility 21,60
Index volatility 16,45
Sharpe ratio 0,81
Information ratio 0,24
Beta 1,08
Tracking Error 12,37

Characteristics

General characteristics of the fund
Fund Inception 28/01/2015
Société de gestion La Financière de l'Echiquier
Legal form
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
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%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%
Frais de gestion et autres frais administratifs et d'exploitation
(based on the fund's last fiscal year)
1,00%
Coûts de transaction
(based on the average of the fund's last 3 fiscal years)
0,10%