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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 21/03/2025 NAV (€) Return D-1 (%) Return 2025 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 21/03/2025 127,05 €
Return 2025 +2,7 %
Echiquier Agenor Euro SRI Mid Cap A 127,05 +0,1 +2,7 +4,1 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 21/03/2025 422,82 €
Return 2025 +1,7 %
Echiquier Agenor SRI Mid Cap Europe A 422,82 +0,3 +1,7 +7,1 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 21/03/2025 198,61 €
Return 2025 +1,5 %
Echiquier Agenor SRI Mid Cap Europe Fund B 198,61 +0,0 +1,5 +6,2 4/7
Echiquier Agressor A
NAV As of 21/03/2025 1 973,16 €
Return 2025 +7,3 %
Echiquier Agressor A 1 973,16 0,0 +7,3 +9,5 4/7
Echiquier Artificial Intelligence B
NAV As of 21/03/2025 200,06 €
Return 2025 -7,8 %
Echiquier Artificial Intelligence B 200,06 +0,0 -7,8 +10,8 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 21/03/2025 100,06 €
Return 2025 +2,9 %
Echiquier Climate & Biodiversity Impact Europe A 100,06 +0,1 +2,9 +0,0 4/7
Echiquier Health Impact For All A
NAV As of 21/03/2025 109,91 €
Return 2025 -2,8 %
Echiquier Health Impact For All A 109,91 +0,2 -2,8 +1,8 4/7
Echiquier Major SRI Growth Europe A
NAV As of 21/03/2025 381,49 €
Return 2025 +0,5 %
Echiquier Major SRI Growth Europe A 381,49 +0,3 +0,5 +6,9 4/7
Echiquier Positive Impact Europe A
NAV As of 21/03/2025 291,14 €
Return 2025 +1,6 %
Echiquier Positive Impact Europe A 291,14 +0,5 +1,6 +7,4 4/7
Echiquier Space B
NAV As of 21/03/2025 134,91 €
Return 2025 -0,3 %
Echiquier Space B 134,91 +0,0 -0,3 +8,2 4/7
Echiquier Value Euro A
NAV As of 21/03/2025 221,11 €
Return 2025 +10,5 %
Echiquier Value Euro A 221,11 0,0 +10,5 +6,6 4/7
Echiquier World Equity Growth A
NAV As of 21/03/2025 422,57 €
Return 2025 -3,1 %
Echiquier World Equity Growth A 422,57 +1,1 -3,1 +10,2 4/7
Echiquier World Next Leaders A
NAV As of 21/03/2025 192,24 €
Return 2025 -7,5 %
Echiquier World Next Leaders A 192,24 +0,8 -7,5 +5,7 5/7
Federis ISR Actions US L
NAV As of 21/03/2025 207,26 €
Return 2025 -5,1 %
Federis ISR Actions US L 207,26 +1,8 -5,1 +11,8 5/7
Tocqueville Biodiversity ISR R
NAV As of 21/03/2025 104,80 €
Return 2025 -1,8 %
Tocqueville Biodiversity ISR R 104,80 +0,6 -1,8 +2,3 4/7
Tocqueville Dividende ISR C
NAV As of 21/03/2025 30,68 €
Return 2025 +17,2 %
Tocqueville Dividende ISR C 30,68 -0,2 +17,2 +4,8 4/7
Tocqueville Environnement ISR C
NAV As of 21/03/2025 264,11 €
Return 2025 +4,5 %
Tocqueville Environnement ISR C 264,11 -0,1 +4,5 +6,3 5/7
Tocqueville Euro Equity ISR C
NAV As of 21/03/2025 302,12 €
Return 2025 +10,2 %
Tocqueville Euro Equity ISR C 302,12 +0,0 +10,2 +4,8 4/7
Tocqueville France ISR C
NAV As of 21/03/2025 75,26 €
Return 2025 +9,2 %
Tocqueville France ISR C 75,26 -0,2 +9,2 +6,2 4/7
Tocqueville Global Tech ISR C
NAV As of 21/03/2025 139,95 €
Return 2025 -9,1 %
Tocqueville Global Tech ISR C 139,95 +1,9 -9,1 +8,5 5/7
Tocqueville Materials for the Future P
NAV As of 21/03/2025 145,12 €
Return 2025 +9,4 %
Tocqueville Materials for the Future P 145,12 +0,9 +9,4 +2,3 6/7
Tocqueville Small Cap Euro ISR C
NAV As of 21/03/2025 66,23 €
Return 2025 +7,9 %
Tocqueville Small Cap Euro ISR C 66,23 +0,1 +7,9 +8,9 4/7
Tocqueville Value Euro ISR R
NAV As of 21/03/2025 153,89 €
Return 2025 +15,4 %
Tocqueville Value Euro ISR R 153,89 -0,2 +15,4 +5,5 5/7
Tocqueville Value Europe ISR P
NAV As of 21/03/2025 306,59 €
Return 2025 +12,6 %
Tocqueville Value Europe ISR P 306,59 -0,3 +12,6 +7,5 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 21/03/2025 1 825,29 €
Return 2025 +1,5 %
Echiquier ARTY SRI A 1 825,29 +0,0 +1,5 +3,6 3/7
Echiquier Patrimoine A
NAV As of 21/03/2025 905,79 €
Return 2025 +1,0 %
Echiquier Patrimoine A 905,79 +0,0 +1,0 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 21/03/2025 171,26 €
Return 2025 -0,1 %
Echiquier Credit SRI Europe A 171,26 +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
97%
of Asset under Management

As of 31/12/2024