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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 23/04/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Tocqueville Small Cap Euro ISR D
NAV As of 23/04/2024 49,05 €
Return 2024 +3,0 %
Tocqueville Small Cap Euro ISR D 49,05 +1,0 +3,0 +6,8 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 23/04/2024 68,94 €
Return 2024 +4,8 %
Tocqueville Small Cap Euro ISR C 68,94 +1,0 +4,8 +9,3 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 23/04/2024 415,68 €
Return 2024 +0,6 %
Echiquier Agenor SRI Mid Cap Europe A 415,68 +1,3 +0,6 +7,3 4/7
Echiquier Agenor SRI Mid Cap Europe G
NAV As of 23/04/2024 470,97 €
Return 2024 +0,9 %
Echiquier Agenor SRI Mid Cap Europe G 470,97 +1,3 +0,9 +6,6 4/7
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 23/04/2024 130,82 €
Return 2024 +0,7 %
Echiquier Agenor Euro SRI Mid Cap A 130,82 +0,9 +0,7 +5,4 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 23/04/2024 194,71 €
Return 2024 +0,8 %
Echiquier Agenor SRI Mid Cap Europe Fund B 194,71 +1,3 +0,8 +6,6 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 23/04/2024 2 043,28 €
Return 2024 +1,0 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 043,28 +1,3 +1,0 +7,2 4/7
Echiquier Agressor A
NAV As of 23/04/2024 1 877,35 €
Return 2024 +7,0 %
Echiquier Agressor A 1 877,35 +1,1 +7,0 +9,6 4/7
Echiquier Agressor G
NAV As of 23/04/2024 1 913,00 €
Return 2024 +7,3 %
Echiquier Agressor G 1 913,00 +1,1 +7,3 +3,4 4/7
Echiquier Major SRI Growth Europe A
NAV As of 23/04/2024 369,77 €
Return 2024 +5,2 %
Echiquier Major SRI Growth Europe A 369,77 +1,3 +5,2 +7,1 4/7
Echiquier Major SRI Growth Europe G
NAV As of 23/04/2024 392,60 €
Return 2024 +5,5 %
Echiquier Major SRI Growth Europe G 392,60 +1,3 +5,5 +7,5 4/7
Tocqueville Dividende ISR C
NAV As of 23/04/2024 26,54 €
Return 2024 +6,8 %
Tocqueville Dividende ISR C 26,54 +0,6 +6,8 +4,3 4/7
Tocqueville Dividende ISR D
NAV As of 23/04/2024 12,30 €
Return 2024 +6,8 %
Tocqueville Dividende ISR D 12,30 +0,7 +6,8 +0,9 4/7
Tocqueville Value Europe ISR I
NAV As of 23/04/2024 344,27 €
Return 2024 +7,4 %
Tocqueville Value Europe ISR I 344,27 +0,8 +7,4 +5,9 5/7
Tocqueville Value Europe ISR P
NAV As of 23/04/2024 274,58 €
Return 2024 +7,0 %
Tocqueville Value Europe ISR P 274,58 +0,8 +7,0 +7,3 5/7
Echiquier Value Euro A
NAV As of 23/04/2024 220,84 €
Return 2024 +2,0 %
Echiquier Value Euro A 220,84 +0,6 +2,0 +7,2 4/7
Echiquier Value Euro B
NAV As of 23/04/2024 118,91 €
Return 2024 +2,5 %
Echiquier Value Euro B 118,91 +0,6 +2,5 +6,1 4/7
Tocqueville Materials for the Future P
NAV As of 23/04/2024 143,66 €
Return 2024 +8,4 %
Tocqueville Materials for the Future P 143,66 -0,5 +8,4 +2,3 6/7
Echiquier World Equity Growth A
NAV As of 23/04/2024 404,30 €
Return 2024 +10,7 %
Echiquier World Equity Growth A 404,30 +0,8 +10,7 +10,5 5/7
Echiquier World Equity Growth G
NAV As of 23/04/2024 466,55 €
Return 2024 +11,1 %
Echiquier World Equity Growth G 466,55 +0,8 +11,1 +11,6 5/7
Echiquier World Next Leaders A
NAV As of 23/04/2024 193,03 €
Return 2024 -0,8 %
Echiquier World Next Leaders A 193,03 +0,7 -0,8 +6,2 6/7
Echiquier World Next Leaders K
NAV As of 23/04/2024 106,66 €
Return 2024 -0,6 %
Echiquier World Next Leaders K 106,66 +0,7 -0,6 -1,1 6/7
Echiquier Positive Impact Europe A
NAV As of 23/04/2024 285,22 €
Return 2024 +5,2 %
Echiquier Positive Impact Europe A 285,22 +1,6 +5,2 +7,7 4/7
Echiquier Positive Impact Europe G
NAV As of 23/04/2024 155,55 €
Return 2024 +5,4 %
Echiquier Positive Impact Europe G 155,55 +1,6 +5,4 +7,2 4/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 23/04/2024 99,80 €
Return 2024 +2,9 %
Echiquier Climate & Biodiversity Impact Europe A 99,80 +1,3 +2,9 -0,1 4/7
Echiquier Climate & Biodiversity Impact Europe G
NAV As of 23/04/2024 102,04 €
Return 2024 +3,1 %
Echiquier Climate & Biodiversity Impact Europe G 102,04 +1,3 +3,1 +0,6 4/7
Echiquier Health Impact For All A
NAV As of 23/04/2024 120,38 €
Return 2024 +7,8 %
Echiquier Health Impact For All A 120,38 +1,6 +7,8 +4,1 4/7
Echiquier Health Impact For All G
NAV As of 23/04/2024 126,75 €
Return 2024 +7,9 %
Echiquier Health Impact For All G 126,75 +1,6 +7,9 +5,3 4/7
Echiquier Artificial Intelligence B
NAV As of 23/04/2024 171,94 €
Return 2024 +8,0 %
Echiquier Artificial Intelligence B 171,94 +2,0 +8,0 +9,7 6/7
Echiquier Artificial Intelligence K
NAV As of 23/04/2024 180,98 €
Return 2024 +8,3 %
Echiquier Artificial Intelligence K 180,98 +2,0 +8,3 +10,7 6/7
Echiquier Artificial Intelligence B USD
NAV As of 23/04/2024 72,67 €
Return 2024 +4,7 %
Echiquier Artificial Intelligence B USD 72,67 +2,4 +4,7 -9,2 6/7
Echiquier Space B
NAV As of 23/04/2024 84,06 €
Return 2024 +5,2 %
Echiquier Space B 84,06 +1,3 +5,2 -5,8 5/7
Echiquier Space K
NAV As of 23/04/2024 861,67 €
Return 2024 +5,4 %
Echiquier Space K 861,67 +1,3 +5,4 -5,0 5/7
Tocqueville France ISR C
NAV As of 23/04/2024 74,46 €
Return 2024 +5,4 %
Tocqueville France ISR C 74,46 +1,0 +5,4 +6,5 5/7
Tocqueville France ISR D
NAV As of 23/04/2024 62,81 €
Return 2024 +5,4 %
Tocqueville France ISR D 62,81 +0,9 +5,4 +5,6 5/7
  Multi assets
Echiquier Arty SRI A
NAV As of 23/04/2024 1 742,05 €
Return 2024 +0,4 %
Echiquier Arty SRI A 1 742,05 +0,3 +0,4 +3,6 3/7
Echiquier Patrimoine A
NAV As of 23/04/2024 874,23 €
Return 2024 +1,0 %
Echiquier Patrimoine A 874,23 +0,1 +1,0 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 23/04/2024 164,42 €
Return 2024 -0,2 %
Echiquier Credit SRI Europe A 164,42 +0,0 -0,2 +3,0 2/7
Echiquier Convexité SRI Europe A
NAV As of 23/04/2024 1 264,99 €
Return 2024 +1,3 %
Echiquier Convexité SRI Europe A 1 264,99 +0,2 +1,3 +1,3 3/7

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