Trecento Robotique is an open-ended mutual fund (UCITS IV) that invests in international equities in the robotic sector (which includes robots conceptors/assemblers and their suppliers of equipment, component, material, data processor, software or other services). The objective of the fund, for the recommended investment horizon of 5 years, is to outperform a net annualized return of 7% for the share class I and of 6% for the share class R.

Performances as of 08/12/2018

NAVYTD1 month1 year3 yearsCreation (17/01/2017)
106 647,15 €
-11,62%
-8,68%
-12,56%
--%
+6,65%
NAV
106 647,15 €
YTD-11,62%
1 month-8,68%
1 year-12,56%
3 years--%
Creation (17/01/2017)
+6,65%

ISIN code : Share class I EUR – FR0013219490 / Share class I USD – FR0013281995 • Share class R – FR0013219482 / Share class R USD – FR0013282001

Legal form • Mutual fund unded the French law (FCP), UCITS IV compliant

Currency • Euro (€)

Launch date  • 29/12/2016

AMF classification • International equities

Recommended investment horizon  • 5 years

Valuation period • Daily

Dividend policy • Accumulation

Subscriptions/Redemptions • Cut-off : 16h30

Custodian • CACEIS Bank

Fund valuation • CACEIS Fund Administration

Auditors • Mazars

FATCA Statut • Deemed-compliant FFI – Non reporting IGA FFI

Management fees • 2.5% TTC part R et 1.5% TCC part I

Entry fee • 2,5% (VAT included) maximum

Exit fee • 0%

aliceAlice LHABOUZ

Founder & CEO

Alice LHABOUZ began her career at the Corporate Finance Division of Autorité des Marchés Financiers.

After working as a Buy-Side Financial Analyst at Richelieu Finance, Alice LHABOUZ joined La Financière Meeschaert in 2005 as a Private Portfolio Manager for French high-net-worth individuals and families.

In 2011, she founded Trecento Asset Management.

Alice LHABOUZ heads the company and, with Christophe POUCHOY, manages the collective investment funds (mutual or dedicated) and is also the manager of discretionary investment mandates of private clients.

christopheChristophe POUCHOY

Managing Director & Chief Investment Officer

Christophe POUCHOY graduated from HEC Paris. He started his career within the M&A department of BNP Paribas and the US Securitization team of Société Générale Americas.

Christophe POUCHOY then joined the investment bank Lehman Brothers in London where he was advising European financial companies and governments on their financing and regulatory capital issuance. From October 2008, he held similar responsibilities at the investment bank Nomura International.

Christophe POUCHOY joined Trecento AM in 2013 and was promoted co-fund manager in 2014.

Christophe POUCHOY is currently Managing Director & Chief Investment Officer of Trecento AM. In that respect, he notably acts as Fund Manager of all collective investment funds (mutual or dedicated) and assists Alice LHABOUZ for the discretionary investment management of private clients’ assets.

The Advisory Committee of experts is currently under construction. As of October 31st 2018, the committee is composed of one expert and will be soon expanded to other members.

Adrien CIPEL

RPA (Robotic Process Automation) expert

Adrien CIPEL is VP Business Development at WorkFusion for the EMEA region. WorkFusion is an American software company whose main product (Smart Process Automation) combines RPA, OCR, artificial intelligence, BPM and human intervention in order to automate back and middle office processes.

Adrien has worked 7 years for the Boston Consulting Group, advising banks and insurance companies in Paris and Mumbai (India). He started his career at Morgan Stanley from 2008 to 2010 as a M&A Analyst specialized in financial institutions.

Adrien CIPEL is graduated from ESSEC Business School.

+ Performances

Performances as of 08/12/2018

NAVYTD1 month1 year3 yearsCreation (17/01/2017)
106 647,15 €
-11,62%
-8,68%
-12,56%
--%
+6,65%
NAV
106 647,15 €
YTD-11,62%
1 month-8,68%
1 year-12,56%
3 years--%
Creation (17/01/2017)
+6,65%
+ Caracteristics

ISIN code : Share class I EUR – FR0013219490 / Share class I USD – FR0013281995 • Share class R – FR0013219482 / Share class R USD – FR0013282001

Legal form • Mutual fund unded the French law (FCP), UCITS IV compliant

Currency • Euro (€)

Launch date  • 29/12/2016

AMF classification • International equities

Recommended investment horizon  • 5 years

Valuation period • Daily

Dividend policy • Accumulation

Subscriptions/Redemptions • Cut-off : 16h30

Custodian • CACEIS Bank

Fund valuation • CACEIS Fund Administration

Auditors • Mazars

FATCA Statut • Deemed-compliant FFI – Non reporting IGA FFI

Management fees • 2.5% TTC part R et 1.5% TCC part I

Entry fee • 2,5% (VAT included) maximum

Exit fee • 0%

+ Documents
+ The Fund Managers

aliceAlice LHABOUZ

Founder & CEO

Alice LHABOUZ began her career at the Corporate Finance Division of Autorité des Marchés Financiers.

After working as a Buy-Side Financial Analyst at Richelieu Finance, Alice LHABOUZ joined La Financière Meeschaert in 2005 as a Private Portfolio Manager for French high-net-worth individuals and families.

In 2011, she founded Trecento Asset Management.

Alice LHABOUZ heads the company and, with Christophe POUCHOY, manages the collective investment funds (mutual or dedicated) and is also the manager of discretionary investment mandates of private clients.

christopheChristophe POUCHOY

Managing Director & Chief Investment Officer

Christophe POUCHOY graduated from HEC Paris. He started his career within the M&A department of BNP Paribas and the US Securitization team of Société Générale Americas.

Christophe POUCHOY then joined the investment bank Lehman Brothers in London where he was advising European financial companies and governments on their financing and regulatory capital issuance. From October 2008, he held similar responsibilities at the investment bank Nomura International.

Christophe POUCHOY joined Trecento AM in 2013 and was promoted co-fund manager in 2014.

Christophe POUCHOY is currently Managing Director & Chief Investment Officer of Trecento AM. In that respect, he notably acts as Fund Manager of all collective investment funds (mutual or dedicated) and assists Alice LHABOUZ for the discretionary investment management of private clients’ assets.

+ The robotic expert committee

The Advisory Committee of experts is currently under construction. As of October 31st 2018, the committee is composed of one expert and will be soon expanded to other members.

Adrien CIPEL

RPA (Robotic Process Automation) expert

Adrien CIPEL is VP Business Development at WorkFusion for the EMEA region. WorkFusion is an American software company whose main product (Smart Process Automation) combines RPA, OCR, artificial intelligence, BPM and human intervention in order to automate back and middle office processes.

Adrien has worked 7 years for the Boston Consulting Group, advising banks and insurance companies in Paris and Mumbai (India). He started his career at Morgan Stanley from 2008 to 2010 as a M&A Analyst specialized in financial institutions.

Adrien CIPEL is graduated from ESSEC Business School.

Past performance is not an indication of future results and may vary over time. Performances are calculated net of fees. Data sources : Trecento AM

Trecento Robotique on video
Trecento Robotique on Twitter
Google's spinoff #Waymo officially launched its self-driving taxis services in the area of Phoenix (US). A human wi… https://t.co/VMa0U3HQvI
@Waymo, spin-off de @Google, a officiellement lancé son offre de robots taxis autonomes aux Etats-Unis, dans la vil… https://t.co/Ke3auBqR9V
1
Very active in the use of robots, #Walmart extends its relationship with @braincor by ordering about 360 floor-clea… https://t.co/LceHNYXJ2v
Très actif dans l'utilisation de robots, @WalmartInc étend sa relation avec @braincor en commandant environ 360… https://t.co/ArrKvhA2k0
2 1
Over the 9 first months, North American companies ordered nearly 23,000 #robots for c.$1.3bn. Orders to non-automot… https://t.co/cpt9gX7iot
Sur les 9 premiers mois de l'année, les sociétés américaines ont commandé près de 23 000 #robots pour c.$1,3Md. Les… https://t.co/lLJLFb125c
1
Horizon Robotics, a Chinese start-up specialized in embedded artificial intelligence systems (chips), raised $1bn t… https://t.co/GwJMTCqCVX
Horizon Robotics, start up chinoise spécialisée dans les systèmes d'intelligence artificielle embarqués (puces), a… https://t.co/tp9EjA2QCW
1 1
#Softbank Group introduced a new robot for professionals: #Whiz, an #autonomous floor-cleaning machine, which will… https://t.co/apZih2S6xV
2 1
Après le célèbre #robot #compagnon #Pepper, @SoftBank a dévoilé un nouveau robot, cette fois-ci à destination des p… https://t.co/OY0LULN5yN
1 1
In 2017, in #China, the automated guided vehicle (AGV) sales soared 93.7% year on year and reached 22,000 units. Th… https://t.co/FBmZ9l4Kn0
En 2017, en #Chine, le nombre de véhicules à guidage automatique (#VGA) vendus a augmenté de 93,7% et a atteint 22… https://t.co/3ki11TRM7j
1 1
According to #Bitkom, in 2018, 24% of the machinery and equipment used by German industrial companies are "smart" (… https://t.co/5PVdcXIjHn
1
Selon @Bitkom, en 2018, 24% des #équipements et #machines des sociétés industrielles allemandes sont considérés com… https://t.co/gFkBVTPQAs
1
#Service #robotics market (vacuum robots, companions, medical robots, #exoskeletons, etc) is expected to exceed mor… https://t.co/DXzZQI78K7
Le marché de la #robotique de #services (robots aspirateurs, compagnons, robots médicaux, #exosquelettes, etc) pour… https://t.co/Aq24bP8XDp
2
#iRobot partners with #Google to develop next-generation #smart #home. With the #Google #Assistant, users will be a… https://t.co/YrxODS3kgA
1
@iRobot et @Google signent un partenariat pour avancer sur les concepts #smart #home. Grâce à l'assistant vocal de… https://t.co/8wpnwip91i
1 2
#ABBgroupnews will invest $150mns to build the "world's most advanced" robotics factory, in Shanghai. Thanks to ABB… https://t.co/MKyiIAnrZu
@ABBgroupnews va investir $150M pour fabriquer l'usine du #futur "la plus avancée au monde", à Shanghai. Grâce à se… https://t.co/3qqWHXLZo9
2