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The proximity of a boutique, the standards of a major house

Successful stock and bond pickers for about 35 years.

Our funds

A comprehensive range of funds for all risk profiles and investment horizons.

As of 11/06/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 11/06/2024 132,46 €
Return 2024 +2,0 %
Echiquier Agenor Euro SRI Mid Cap A 132,46 -1,1 +2,0 +5,5 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 11/06/2024 435,55 €
Return 2024 +5,4 %
Echiquier Agenor SRI Mid Cap Europe A 435,55 -0,4 +5,4 +7,5 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 11/06/2024 204,06 €
Return 2024 +5,6 %
Echiquier Agenor SRI Mid Cap Europe Fund B 204,06 -0,4 +5,6 +7,0 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 11/06/2024 2 143,61 €
Return 2024 +6,0 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 143,61 -0,4 +6,0 +7,6 4/7
Echiquier Agenor SRI Mid Cap Europe G
NAV As of 11/06/2024 494,08 €
Return 2024 +5,9 %
Echiquier Agenor SRI Mid Cap Europe G 494,08 -0,4 +5,9 +6,8 4/7
Echiquier Agressor A
NAV As of 11/06/2024 1 930,05 €
Return 2024 +10,0 %
Echiquier Agressor A 1 930,05 -0,6 +10,0 +9,7 4/7
Echiquier Agressor G
NAV As of 11/06/2024 1 969,09 €
Return 2024 +10,4 %
Echiquier Agressor G 1 969,09 -0,6 +10,4 +3,6 4/7
Echiquier Artificial Intelligence B
NAV As of 11/06/2024 185,12 €
Return 2024 +16,3 %
Echiquier Artificial Intelligence B 185,12 +0,7 +16,3 +10,8 6/7
Echiquier Artificial Intelligence B USD
NAV As of 11/06/2024 78,52 €
Return 2024 +13,2 %
Echiquier Artificial Intelligence B USD 78,52 +0,4 +13,2 -6,8 6/7
Echiquier Artificial Intelligence K
NAV As of 11/06/2024 195,01 €
Return 2024 +16,6 %
Echiquier Artificial Intelligence K 195,01 +0,7 +16,6 +11,8 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 11/06/2024 105,35 €
Return 2024 +8,6 %
Echiquier Climate & Biodiversity Impact Europe A 105,35 -0,8 +8,6 +1,5 4/7
Echiquier Climate & Biodiversity Impact Europe G
NAV As of 11/06/2024 107,77 €
Return 2024 +8,8 %
Echiquier Climate & Biodiversity Impact Europe G 107,77 -0,9 +8,8 +2,2 4/7
Echiquier Health Impact For All A
NAV As of 11/06/2024 123,09 €
Return 2024 +10,2 %
Echiquier Health Impact For All A 123,09 -0,2 +10,2 +4,5 4/7
Echiquier Health Impact For All G
NAV As of 11/06/2024 129,69 €
Return 2024 +10,4 %
Echiquier Health Impact For All G 129,69 -0,2 +10,4 +5,6 4/7
Echiquier Major SRI Growth Europe A
NAV As of 11/06/2024 382,42 €
Return 2024 +8,8 %
Echiquier Major SRI Growth Europe A 382,42 -0,2 +8,8 +7,2 4/7
Echiquier Major SRI Growth Europe G
NAV As of 11/06/2024 406,60 €
Return 2024 +9,3 %
Echiquier Major SRI Growth Europe G 406,60 -0,2 +9,3 +7,6 4/7
Echiquier Positive Impact Europe A
NAV As of 11/06/2024 301,91 €
Return 2024 +11,3 %
Echiquier Positive Impact Europe A 301,91 -0,4 +11,3 +8,1 4/7
Echiquier Positive Impact Europe G
NAV As of 11/06/2024 164,79 €
Return 2024 +11,6 %
Echiquier Positive Impact Europe G 164,79 -0,4 +11,6 +7,9 4/7
Echiquier Space B
NAV As of 11/06/2024 93,90 €
Return 2024 +17,5 %
Echiquier Space B 93,90 -0,1 +17,5 -2,1 5/7
Echiquier Space K
NAV As of 11/06/2024 963,37 €
Return 2024 +17,9 %
Echiquier Space K 963,37 -0,1 +17,9 -1,2 5/7
Echiquier Value Euro A
NAV As of 11/06/2024 220,97 €
Return 2024 +2,1 %
Echiquier Value Euro A 220,97 -1,2 +2,1 +7,1 4/7
Echiquier Value Euro B
NAV As of 11/06/2024 118,96 €
Return 2024 +2,5 %
Echiquier Value Euro B 118,96 -1,2 +2,5 +5,9 4/7
Echiquier World Equity Growth A
NAV As of 11/06/2024 415,76 €
Return 2024 +13,9 %
Echiquier World Equity Growth A 415,76 +0,0 +13,9 +10,6 5/7
Echiquier World Equity Growth G
NAV As of 11/06/2024 480,36 €
Return 2024 +14,4 %
Echiquier World Equity Growth G 480,36 +0,0 +14,4 +11,7 5/7
Echiquier World Next Leaders A
NAV As of 11/06/2024 189,64 €
Return 2024 -2,6 %
Echiquier World Next Leaders A 189,64 0,0 -2,6 +5,9 6/7
Echiquier World Next Leaders K
NAV As of 11/06/2024 104,87 €
Return 2024 -2,3 %
Echiquier World Next Leaders K 104,87 0,0 -2,3 -1,4 6/7
Tocqueville Dividende ISR C
NAV As of 11/06/2024 26,33 €
Return 2024 +6,0 %
Tocqueville Dividende ISR C 26,33 -1,1 +6,0 +4,3 4/7
Tocqueville Dividende ISR D
NAV As of 11/06/2024 11,97 €
Return 2024 +3,9 %
Tocqueville Dividende ISR D 11,97 -1,1 +3,9 +0,8 4/7
Tocqueville France ISR C
NAV As of 11/06/2024 73,31 €
Return 2024 +3,8 %
Tocqueville France ISR C 73,31 -1,3 +3,8 +6,3 5/7
Tocqueville France ISR D
NAV As of 11/06/2024 61,84 €
Return 2024 +3,8 %
Tocqueville France ISR D 61,84 -1,4 +3,8 +5,5 5/7
Tocqueville Materials for the Future P
NAV As of 11/06/2024 145,35 €
Return 2024 +9,6 %
Tocqueville Materials for the Future P 145,35 -1,6 +9,6 +2,4 6/7
Tocqueville Small Cap Euro ISR C
NAV As of 11/06/2024 70,21 €
Return 2024 +6,7 %
Tocqueville Small Cap Euro ISR C 70,21 -1,5 +6,7 +9,3 4/7
Tocqueville Small Cap Euro ISR D
NAV As of 11/06/2024 49,95 €
Return 2024 +4,9 %
Tocqueville Small Cap Euro ISR D 49,95 -1,5 +4,9 +6,8 4/7
Tocqueville Value Europe ISR I
NAV As of 11/06/2024 345,36 €
Return 2024 +7,7 %
Tocqueville Value Europe ISR I 345,36 -1,2 +7,7 +5,9 5/7
Tocqueville Value Europe ISR P
NAV As of 11/06/2024 275,09 €
Return 2024 +7,2 %
Tocqueville Value Europe ISR P 275,09 -1,2 +7,2 +7,3 5/7
  Multi assets
Echiquier Arty SRI A
NAV As of 11/06/2024 1 767,49 €
Return 2024 +1,8 %
Echiquier Arty SRI A 1 767,49 -0,1 +1,8 +3,6 3/7
Echiquier Patrimoine A
NAV As of 11/06/2024 877,91 €
Return 2024 +1,4 %
Echiquier Patrimoine A 877,91 +0,0 +1,4 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Convexité SRI Europe A
NAV As of 11/06/2024 1 279,67 €
Return 2024 +2,4 %
Echiquier Convexité SRI Europe A 1 279,67 -0,2 +2,4 +1,4 3/7
Echiquier Credit SRI Europe A
NAV As of 11/06/2024 164,52 €
Return 2024 -0,1 %
Echiquier Credit SRI Europe A 164,52 +0,1 -0,1 +3,0 2/7

Our strengths

A company on a human scale

Experienced management teams at your service

Active conviction-based management

Internal processes and systems adapted to different types of clients

With €27 billion in AUM, the agility inherent in its entrepreneurial culture and the active support of LBP AM, we are about to build a new leader in conviction-based management capable of providing all our clients, from individuals to institutions, with enhanced financial management and a profoundly renewed and innovative offering.

Olivier de Berranger

Olivier de Berranger

CEO of LFDE

Founded
1991
Assets
€27
billion managed
Team
+170
employees
SFDR articles 8 & 9
92%
open -end funds

As of 01/04/2024