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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 2021

-0,45%

Annualized performance

+16,17%since inception
on 28/01/2015

AuM

22,1 € millions

Investment horizon

5 years

Risk level

6/7

As of 06/05/2021

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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
2021 -0,45 +11,95
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 -5,68 +6,64
2021 -0,45 +11,95
1 year +38,75 +32,16
3 years +82,28 +46,66
5 years +178,09 +86,47
10 years - -
Inception +156,12 +84,95

Annualised performance (%)

Echiquier Robotics K Benchmark
1 year +38,75 +33,67
3 years +22,13 +13,79
5 years +22,68 +13,26
10 years - -
Inception +16,17 +10,30

Calendar performance (%)

Echiquier Robotics K -0,45
Benchmark +11,95
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 -5,68
Benchmark +6,64
Echiquier Robotics K -0,45
Benchmark +11,95
Echiquier Robotics K +38,75
Benchmark +32,16
Echiquier Robotics K +82,28
Benchmark +46,66
Echiquier Robotics K +178,09
Benchmark +86,47
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +156,12
Benchmark +84,95

Annualised performance (%)

Echiquier Robotics K +38,75
Benchmark +33,67
Echiquier Robotics K +22,13
Benchmark +13,79
Echiquier Robotics K +22,68
Benchmark +13,26
Echiquier Robotics K -
Benchmark -
Echiquier Robotics K +16,17
Benchmark +10,30

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,70 15,04 2,56 0,78 0,92 12,68
3 years 24,03 18,39 1,13 0,82 1,08 13,66
5 years 20,23 15,96 1,30 0,97 1,04 11,52

Risk indicators (%)

Fund volatility 18,70
Index volatility 15,04
Sharpe ratio 2,56
Information ratio 0,78
Beta 0,92
Tracking Error 12,68
Fund volatility 24,03
Index volatility 18,39
Sharpe ratio 1,13
Information ratio 0,82
Beta 1,08
Tracking Error 13,66
Fund volatility 20,23
Index volatility 15,96
Sharpe ratio 1,30
Information ratio 0,97
Beta 1,04
Tracking Error 11,52
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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 Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 6
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%