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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 17/09/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 17/09/2024 129,78 €
Return 2024 -0,1 %
Echiquier Agenor Euro SRI Mid Cap A 129,78 +0,2 -0,1 +4,9 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 17/09/2024 435,83 €
Return 2024 +5,5 %
Echiquier Agenor SRI Mid Cap Europe A 435,83 +0,3 +5,5 +7,4 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 17/09/2024 204,45 €
Return 2024 +5,8 %
Echiquier Agenor SRI Mid Cap Europe Fund B 204,45 +0,3 +5,8 +6,8 4/7
Echiquier Agressor A
NAV As of 17/09/2024 1 884,42 €
Return 2024 +7,4 %
Echiquier Agressor A 1 884,42 +0,2 +7,4 +9,5 4/7
Echiquier Artificial Intelligence B
NAV As of 17/09/2024 181,60 €
Return 2024 +14,1 %
Echiquier Artificial Intelligence B 181,60 -0,2 +14,1 +10,0 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 17/09/2024 103,34 €
Return 2024 +6,6 %
Echiquier Climate & Biodiversity Impact Europe A 103,34 +0,5 +6,6 +0,9 4/7
Echiquier Health Impact For All A
NAV As of 17/09/2024 120,77 €
Return 2024 +8,1 %
Echiquier Health Impact For All A 120,77 -0,5 +8,1 +3,8 4/7
Echiquier Major SRI Growth Europe A
NAV As of 17/09/2024 379,93 €
Return 2024 +8,1 %
Echiquier Major SRI Growth Europe A 379,93 +0,2 +8,1 +7,1 4/7
Echiquier Positive Impact Europe A
NAV As of 17/09/2024 296,75 €
Return 2024 +9,4 %
Echiquier Positive Impact Europe A 296,75 +0,3 +9,4 +7,8 4/7
Echiquier Space B
NAV As of 17/09/2024 98,73 €
Return 2024 +23,6 %
Echiquier Space B 98,73 -0,5 +23,6 -0,4 5/7
Echiquier Value Euro A
NAV As of 17/09/2024 207,76 €
Return 2024 -4,0 %
Echiquier Value Euro A 207,76 +0,3 -4,0 +6,4 4/7
Echiquier World Equity Growth A
NAV As of 17/09/2024 413,08 €
Return 2024 +13,1 %
Echiquier World Equity Growth A 413,08 +0,1 +13,1 +10,3 5/7
Echiquier World Next Leaders A
NAV As of 17/09/2024 194,70 €
Return 2024 +0,0 %
Echiquier World Next Leaders A 194,70 +0,4 +0,0 +6,0 6/7
Federis ISR Actions US L
NAV As of 17/09/2024 205,43 €
Return 2024 +16,5 %
Federis ISR Actions US L 205,43 -0,2 +16,5 +12,4 5/7
Tocqueville Biodiversity ISR R
NAV As of 17/09/2024 109,41 €
Return 2024 +11,2 %
Tocqueville Biodiversity ISR R 109,41 +0,3 +11,2 +5,0 4/7
Tocqueville Dividende ISR C
NAV As of 17/09/2024 27,09 €
Return 2024 +9,0 %
Tocqueville Dividende ISR C 27,09 +0,3 +9,0 +4,3 4/7
Tocqueville Environnement ISR C
NAV As of 17/09/2024 269,20 €
Return 2024 +12,7 %
Tocqueville Environnement ISR C 269,20 +0,9 +12,7 +6,7 5/7
Tocqueville Euro Equity ISR C
NAV As of 17/09/2024 276,74 €
Return 2024 +7,8 %
Tocqueville Euro Equity ISR C 276,74 +0,6 +7,8 +4,5 4/7
Tocqueville France ISR C
NAV As of 17/09/2024 70,64 €
Return 2024 +0,0 %
Tocqueville France ISR C 70,64 +0,6 +0,0 +6,1 5/7
Tocqueville Materials for the Future P
NAV As of 17/09/2024 135,15 €
Return 2024 +2,0 %
Tocqueville Materials for the Future P 135,15 +0,2 +2,0 +1,9 6/7
Tocqueville Small Cap Euro ISR C
NAV As of 17/09/2024 65,53 €
Return 2024 -0,4 %
Tocqueville Small Cap Euro ISR C 65,53 +0,3 -0,4 +9,0 4/7
Tocqueville Value Euro ISR R
NAV As of 17/09/2024 136,48 €
Return 2024 +10,5 %
Tocqueville Value Euro ISR R 136,48 +0,5 +10,5 +4,2 5/7
Tocqueville Value Europe ISR P
NAV As of 17/09/2024 276,18 €
Return 2024 +7,7 %
Tocqueville Value Europe ISR P 276,18 +0,4 +7,7 +7,3 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 17/09/2024 1 798,67 €
Return 2024 +3,6 %
Echiquier ARTY SRI A 1 798,67 0,0 +3,6 +3,7 3/7
Echiquier Patrimoine A
NAV As of 17/09/2024 890,26 €
Return 2024 +2,8 %
Echiquier Patrimoine A 890,26 0,0 +2,8 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Convexité SRI Europe A
NAV As of 17/09/2024 1 280,57 €
Return 2024 +2,5 %
Echiquier Convexité SRI Europe A 1 280,57 +0,2 +2,5 +1,4 3/7
Echiquier Credit SRI Europe A
NAV As of 17/09/2024 169,41 €
Return 2024 +2,9 %
Echiquier Credit SRI Europe A 169,41 0,0 +2,9 +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