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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 15/05/2025 NAV (€) Return D-1 (%) Return 2025 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 15/05/2025 130,51 €
Return 2025 +5,4 %
Echiquier Agenor Euro SRI Mid Cap A 130,51 +0,7 +5,4 +4,4 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 15/05/2025 428,66 €
Return 2025 +2,9 %
Echiquier Agenor SRI Mid Cap Europe A 428,66 +0,8 +2,9 +7,1 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 15/05/2025 201,42 €
Return 2025 +3,0 %
Echiquier Agenor SRI Mid Cap Europe Fund B 201,42 +0,8 +3,0 +6,3 4/7
Echiquier Agressor A
NAV As of 15/05/2025 1 974,90 €
Return 2025 +7,4 %
Echiquier Agressor A 1 974,90 +0,7 +7,4 +9,5 4/7
Echiquier Artificial Intelligence B
NAV As of 15/05/2025 209,39 €
Return 2025 -3,5 %
Echiquier Artificial Intelligence B 209,39 -0,6 -3,5 +11,3 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 15/05/2025 102,50 €
Return 2025 +5,3 %
Echiquier Climate & Biodiversity Impact Europe A 102,50 +0,9 +5,3 +0,6 4/7
Echiquier Global Tech C
NAV As of 15/05/2025 146,13 €
Return 2025 -6,9 %
Echiquier Global Tech C 146,13 -0,1 -6,9 +8,8 5/7
Echiquier Health Impact For All A
NAV As of 15/05/2025 103,03 €
Return 2025 -9,0 %
Echiquier Health Impact For All A 103,03 +0,7 -9,0 +0,5 4/7
Echiquier Major SRI Growth Europe A
NAV As of 15/05/2025 379,68 €
Return 2025 -0,3 %
Echiquier Major SRI Growth Europe A 379,68 +0,8 -0,3 +6,8 4/7
Echiquier Positive Impact Europe A
NAV As of 15/05/2025 296,41 €
Return 2025 +2,9 %
Echiquier Positive Impact Europe A 296,41 +0,9 +2,9 +7,4 4/7
Echiquier Space B
NAV As of 15/05/2025 138,53 €
Return 2025 +2,4 %
Echiquier Space B 138,53 +1,8 +2,4 +8,6 4/7
Echiquier Value Euro A
NAV As of 15/05/2025 228,96 €
Return 2025 +14,4 %
Echiquier Value Euro A 228,96 +0,1 +14,4 +6,9 4/7
Echiquier Value Europe P
NAV As of 15/05/2025 307,15 €
Return 2025 +13,2 %
Echiquier Value Europe P 307,15 +0,2 +13,2 +7,5 5/7
Echiquier World Equity Growth A
NAV As of 15/05/2025 426,14 €
Return 2025 -3,4 %
Echiquier World Equity Growth A 426,14 -0,1 -3,4 +10,1 4/7
Echiquier World Next Leaders A
NAV As of 15/05/2025 194,12 €
Return 2025 -7,3 %
Echiquier World Next Leaders A 194,12 0,0 -7,3 +5,7 5/7
Tocqueville Biodiversity ISR R
NAV As of 15/05/2025 107,21 €
Return 2025 -0,1 %
Tocqueville Biodiversity ISR R 107,21 +0,8 -0,1 +2,8 4/7
Tocqueville Dividende C
NAV As of 15/05/2025 31,32 €
Return 2025 +19,9 %
Tocqueville Dividende C 31,32 +0,2 +19,9 +4,9 4/7
Tocqueville Environnement ISR C
NAV As of 15/05/2025 268,96 €
Return 2025 +6,6 %
Tocqueville Environnement ISR C 268,96 +0,5 +6,6 +6,4 5/7
Tocqueville Euro Equity ISR C
NAV As of 15/05/2025 305,46 €
Return 2025 +11,4 %
Tocqueville Euro Equity ISR C 305,46 +0,3 +11,4 +4,9 4/7
Tocqueville France C
NAV As of 15/05/2025 75,02 €
Return 2025 +9,0 %
Tocqueville France C 75,02 +0,3 +9,0 +6,2 4/7
Tocqueville Materials for the Future P
NAV As of 15/05/2025 141,13 €
Return 2025 +5,4 %
Tocqueville Materials for the Future P 141,13 0,0 +5,4 +2,1 6/7
Tocqueville Small Cap Euro ISR C
NAV As of 15/05/2025 67,96 €
Return 2025 +10,6 %
Tocqueville Small Cap Euro ISR C 67,96 +0,6 +10,6 +8,9 4/7
Tocqueville US Equity SRI L
NAV As of 15/05/2025 214,18 €
Return 2025 -3,7 %
Tocqueville US Equity SRI L 214,18 +0,4 -3,7 +11,8 5/7
Tocqueville Value Euro ISR R
NAV As of 15/05/2025 157,49 €
Return 2025 +18,4 %
Tocqueville Value Euro ISR R 157,49 +0,3 +18,4 +5,7 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 15/05/2025 1 851,86 €
Return 2025 +3,0 %
Echiquier ARTY SRI A 1 851,86 +0,4 +3,0 +3,7 3/7
Echiquier Patrimoine A
NAV As of 15/05/2025 908,73 €
Return 2025 +1,3 %
Echiquier Patrimoine A 908,73 +0,2 +1,3 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 15/05/2025 172,76 €
Return 2025 +0,8 %
Echiquier Credit SRI Europe A 172,76 +0,3 +0,8 +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