« China missed the first three industrial revolutions, It does not want to miss the next one »
Haicheng Tchang
The first robotic fund supported by experts from the sector
A dynamic growth industry: future Government’s investment plans will support the investments in the robotization and digitalization of all industries
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.
Net annual performance of the Trecento Robotique ISR fund since its creation (part R)
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | YTD (30/09/2024) |
| 21.09% | -17.53% | 26.35% | 21.23% | 18.34% | -31.64% | 31.33% | 19.48% |
Share R EUR – Code ISIN FR0011319664 – Performances as of
Shart I EUR – Code ISIN FR0013219490 – Performances as of
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 • None
Exit fee • None
Alice 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.
Florent MARTINI
Head of Equity Investment
Florent MARTINI is a CFA® (Chartered Financial Analyst) and holds a Master’s degree from the Grande École program at NEOMA Business School.
He also holds a Master’s degree in Artificial Intelligence and Data Science from Université Paris Dauphine, during which he gained expertise in modern data analysis and Machine Learning techniques, enabling him to develop quantitative models for equity market analysis and stock selection.
Florent MARTINI began his career in 2015 at BNP Paribas as an active investor advisor, where he advised high-end clients on international equities and equity derivatives. In 2017, he advanced within the group, joining Portzamparc, where he became a portfolio manager for international equities and a member of the entity’s investment committee. He successively took on responsibilities as Head of the Consumer Discretionary, Industrial, and Technology sectors, while also contributing to the analysis of the Healthcare sector and stock selection decisions.
He then expanded his portfolio management experience at Amplegest, where he managed high-end clients and co-managed dedicated international equity funds. There, he implemented a stock selection committee based on the quantitative models he had been using in his management for several years.
Florent MARTINI joined Trecento AM in July 2023 as Head of Asset Management and manager of the Trecento Santé ISR and Trecento Robotique ISR funds.
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
-
Share R EUR – Code ISIN FR0011319664 – Performances as of
Shart I EUR – Code ISIN FR0013219490 – Performances as of
- 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 • None
Exit fee • None
- Documents
- The Fund Managers
-
Alice 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.
Florent MARTINIHead of Equity Investment
Florent MARTINI is a CFA® (Chartered Financial Analyst) and holds a Master’s degree from the Grande École program at NEOMA Business School.
He also holds a Master’s degree in Artificial Intelligence and Data Science from Université Paris Dauphine, during which he gained expertise in modern data analysis and Machine Learning techniques, enabling him to develop quantitative models for equity market analysis and stock selection.
Florent MARTINI began his career in 2015 at BNP Paribas as an active investor advisor, where he advised high-end clients on international equities and equity derivatives. In 2017, he advanced within the group, joining Portzamparc, where he became a portfolio manager for international equities and a member of the entity’s investment committee. He successively took on responsibilities as Head of the Consumer Discretionary, Industrial, and Technology sectors, while also contributing to the analysis of the Healthcare sector and stock selection decisions.
He then expanded his portfolio management experience at Amplegest, where he managed high-end clients and co-managed dedicated international equity funds. There, he implemented a stock selection committee based on the quantitative models he had been using in his management for several years.
Florent MARTINI joined Trecento AM in July 2023 as Head of Asset Management and manager of the Trecento Santé ISR and Trecento Robotique ISR funds.
- The robotics 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