Trecento Robotique ISR 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 26/11/2020

NAV YTD 1 month 1 year 3 years Inception (17/01/2017)
149 754,04 $
17,06%
+5,36%
--%
+21,56%
+49,75%
NAV
149 754,04 CHF
YTD 17,06%
1 month +5,36%
1 year --%
3 years +21,56%
Inception (17/01/2017)
+49,75%

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 Sothira NGAUV, manages the collective investment funds (mutual or dedicated) and is also the manager of discretionary investment mandates of private clients.

Sothira NGAUVSothira NGAUV

co Fund Manager

Sothira NGAUV holds a Master’s degree in Economics from Panthéon-Assas Paris II university, and a specialized Master’s degree in Finance from Audencia Business School. He started his career in the Asset Management Department of Autorité des Marchés Financiers (french financial markets regulator), then he had the opportunity to broaden his knowledges in financial analysis in the M&A Department of Crédit Agricole.

Sothira NGAUV joined Trecento AM in 2015 as a Financial analyst and currently serves as co-Manager of Trecento Santé ISR and Trecento Robotique ISR funds, and manages the SRI division. In 2014, he became interested in the topic of the socially responsible investment, by completing a professional thesis on the challenges and measurement of the financial performance of SRI UCITS, compared to traditional UCITS. In 2019, he led with success the SRI labeling project of the Trecento Santé and Trecento Robotique funds: they obtained the SRI label in the first quarter of 2020.

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.

Performances

Performances as of 26/11/2020

NAV YTD 1 month 1 year 3 years Inception (17/01/2017)
149 754,04 $
17,06%
+5,36%
--%
+21,56%
+49,75%
NAV
149 754,04 CHF
YTD 17,06%
1 month +5,36%
1 year --%
3 years +21,56%
Inception (17/01/2017)
+49,75%
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 Sothira NGAUV, manages the collective investment funds (mutual or dedicated) and is also the manager of discretionary investment mandates of private clients.

Sothira NGAUVSothira NGAUV

co Fund Manager

Sothira NGAUV holds a Master’s degree in Economics from Panthéon-Assas Paris II university, and a specialized Master’s degree in Finance from Audencia Business School. He started his career in the Asset Management Department of Autorité des Marchés Financiers (french financial markets regulator), then he had the opportunity to broaden his knowledges in financial analysis in the M&A Department of Crédit Agricole.

Sothira NGAUV joined Trecento AM in 2015 as a Financial analyst and currently serves as co-Manager of Trecento Santé ISR and Trecento Robotique ISR funds, and manages the SRI division. In 2014, he became interested in the topic of the socially responsible investment, by completing a professional thesis on the challenges and measurement of the financial performance of SRI UCITS, compared to traditional UCITS. In 2019, he led with success the SRI labeling project of the Trecento Santé and Trecento Robotique funds: they obtained the SRI label in the first quarter of 2020.

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 robotics expert committee

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
RT @EksoBionics: Lighter, better, faster, stronger — introducing EVO The next evolution of #EksoVest, EVO was designed with data-backed &…
7
RT @business: Siemens Healthineers says it entered into an agreement to buy Varian Medical Systems for about $16.4 billion https://t.co/ak5
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@EksoBionics obtient le feu vert de la #FDA aux US pour la commercialisation de son exosquelette #EksoNR dans le ca… https://t.co/WSEM8v63iR
1
RT @cafedelabourse: #Bourse : le secteur de la #robotique, une thématique gagnante ? Découvrez dans notre dossier dédié toutes les explicat…
1
Les principales tendances attendues par l'#IFR concernant les #robots industriels en 2020 #Robotique #Industrie40… https://t.co/i1JlczCEZP
1 1
#Medtronic renforce sa division #Robotique Chirurgicale et ses capacités d'#IA en rachetant Digital Surgery, sociét… https://t.co/2wFGqlTVJ7
4 1
RT @Trecento_Sante: Extension de collaboration entre #CELLINK3D et #AstraZeneca pour l'utilisation des bio-imprimantes 3D dans le cadre de…
2
RT @CES: A Preview of Innovations You'll See at #CES2020 https://t.co/vdai7p8k1L
123
RT @IDC: Worldwide spending on robotics systems is forecast to be $112.4 billion in 2020. Spending on drones will total $16.3 billion in 20…
18
Envoyer des #robots pour nettoyer l'espace ? C'est ce que tentera de faire la société @ClearspaceToday, missionnée… https://t.co/g23zrt5dxp
1
Selon l'@IFR_Robots, 422 000 #robots industriels ont été livrés et mis en service en 2018 (+6% yoy). 5 pays représe… https://t.co/H1IjFpqWx1
1 3
#Stryker rachète #MobiusImaging et #CardanRobotics pour $370M (+$130M en fonction de certains milestones). Stryker… https://t.co/aceUac3I4Y
1 1
#Fanuc et #Hitachi vont expérimenter les solutions #5G de #Docomo en milieu industriel. Double objectif d'améliorat… https://t.co/VJjZJx2nur
RT @ChinaDaily: Robotic surgery guided by #5G technology is conducted at Tianjin. The procedure was one of three orthopedic surgeries perfo…
22
@SiemensHealth, filiale Santé du groupe #Siemens, va racheter @CorindusInc pour $1,1Md (prime de 77%), société amér… https://t.co/wTlDmmdS5p
1
RT @Trecento_Sante: Le nombre de procédures interventionnelles réalisées avec les #systèmes #robotisés d'@IntuitiveSurg continue de progres…
1
La startup #Neuralink d'Elon #Musk espère tester son système d'#implant #cérébral sur l'homme en 2020. Il permettra… https://t.co/CeayZldNeU
1
Top 10 des #technologies émergentes selon le @wef : https://t.co/KdgmbK4hkD #Santé #Robotique @AliceLHABOUZ
1
La Commission de services publics de #Californie a délivré un permis d'opérer des services de transport par… https://t.co/1w3nY8qScc
@blue_prism rachète @thoughtonomy pour £80M, autre acteur de solutions de #RPA afin d'étendre ses capacités sur ce… https://t.co/9IuVOKVBKH