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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 22/01/2025 NAV (€) Return D-1 (%) Return 2025 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 22/01/2025 128,10 €
Return 2025 +3,4 %
Echiquier Agenor Euro SRI Mid Cap A 128,10 +0,6 +3,4 +4,3 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 22/01/2025 432,90 €
Return 2025 +3,9 %
Echiquier Agenor SRI Mid Cap Europe A 432,90 +0,9 +3,9 +7,3 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 22/01/2025 203,23 €
Return 2025 +3,9 %
Echiquier Agenor SRI Mid Cap Europe Fund B 203,23 +0,9 +3,9 +6,5 4/7
Echiquier Agressor A
NAV As of 22/01/2025 1 928,24 €
Return 2025 +4,9 %
Echiquier Agressor A 1 928,24 +0,7 +4,9 +9,5 4/7
Echiquier Artificial Intelligence B
NAV As of 22/01/2025 230,55 €
Return 2025 +6,3 %
Echiquier Artificial Intelligence B 230,55 +2,0 +6,3 +13,5 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 22/01/2025 101,98 €
Return 2025 +4,8 %
Echiquier Climate & Biodiversity Impact Europe A 101,98 +1,0 +4,8 +0,5 4/7
Echiquier Health Impact For All A
NAV As of 22/01/2025 118,06 €
Return 2025 +4,2 %
Echiquier Health Impact For All A 118,06 +0,4 +4,2 +3,2 4/7
Echiquier Major SRI Growth Europe A
NAV As of 22/01/2025 402,38 €
Return 2025 +5,6 %
Echiquier Major SRI Growth Europe A 402,38 +1,0 +5,6 +7,3 4/7
Echiquier Positive Impact Europe A
NAV As of 22/01/2025 307,24 €
Return 2025 +6,7 %
Echiquier Positive Impact Europe A 307,24 +1,5 +6,7 +7,8 4/7
Echiquier Space B
NAV As of 22/01/2025 145,23 €
Return 2025 +7,3 %
Echiquier Space B 145,23 +0,1 +7,3 +10,8 4/7
Echiquier Value Euro A
NAV As of 22/01/2025 201,36 €
Return 2025 +0,6 %
Echiquier Value Euro A 201,36 -0,4 +0,6 +5,9 4/7
Echiquier World Equity Growth A
NAV As of 22/01/2025 464,25 €
Return 2025 +5,3 %
Echiquier World Equity Growth A 464,25 +1,3 +5,3 +10,9 4/7
Echiquier World Next Leaders A
NAV As of 22/01/2025 214,90 €
Return 2025 +2,6 %
Echiquier World Next Leaders A 214,90 +0,9 +2,6 +6,7 5/7
Federis ISR Actions US L
NAV As of 22/01/2025 230,33 €
Return 2025 +3,6 %
Federis ISR Actions US L 230,33 +1,2 +3,6 +13,7 5/7
Tocqueville Biodiversity ISR R
NAV As of 22/01/2025 111,34 €
Return 2025 +3,7 %
Tocqueville Biodiversity ISR R 111,34 +0,5 +3,7 +5,0 4/7
Tocqueville Dividende ISR C
NAV As of 22/01/2025 27,30 €
Return 2025 +4,5 %
Tocqueville Dividende ISR C 27,30 -0,3 +4,5 +4,3 4/7
Tocqueville Environnement ISR C
NAV As of 22/01/2025 262,65 €
Return 2025 +4,1 %
Tocqueville Environnement ISR C 262,65 +0,8 +4,1 +6,3 5/7
Tocqueville Euro Equity ISR C
NAV As of 22/01/2025 290,45 €
Return 2025 +5,9 %
Tocqueville Euro Equity ISR C 290,45 +0,5 +5,9 +4,7 4/7
Tocqueville France ISR C
NAV As of 22/01/2025 72,82 €
Return 2025 +5,8 %
Tocqueville France ISR C 72,82 +0,9 +5,8 +6,1 4/7
Tocqueville Global Tech ISR C
NAV As of 22/01/2025 166,25 €
Return 2025 +6,0 %
Tocqueville Global Tech ISR C 166,25 +1,9 +6,0 +13,0 5/7
Tocqueville Materials for the Future P
NAV As of 22/01/2025 141,33 €
Return 2025 +5,1 %
Tocqueville Materials for the Future P 141,33 -0,4 +5,1 +2,1 6/7
Tocqueville Small Cap Euro ISR C
NAV As of 22/01/2025 62,54 €
Return 2025 +1,8 %
Tocqueville Small Cap Euro ISR C 62,54 -0,4 +1,8 +8,7 4/7
Tocqueville Value Euro ISR R
NAV As of 22/01/2025 138,55 €
Return 2025 +4,1 %
Tocqueville Value Euro ISR R 138,55 -0,2 +4,1 +4,3 5/7
Tocqueville Value Europe ISR P
NAV As of 22/01/2025 283,06 €
Return 2025 +4,3 %
Tocqueville Value Europe ISR P 283,06 -0,1 +4,3 +7,3 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 22/01/2025 1 819,42 €
Return 2025 +1,2 %
Echiquier ARTY SRI A 1 819,42 +0,2 +1,2 +3,7 3/7
Echiquier Patrimoine A
NAV As of 22/01/2025 901,23 €
Return 2025 +0,5 %
Echiquier Patrimoine A 901,23 +0,1 +0,5 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 22/01/2025 171,17 €
Return 2025 -0,1 %
Echiquier Credit SRI Europe A 171,17 0,0 -0,1 +3,1 2/7
See our funds

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