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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 25/04/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Tocqueville Small Cap Euro ISR D
NAV As of 25/04/2024 48,49 €
Return 2024 +1,8 %
Tocqueville Small Cap Euro ISR D 48,49 -0,9 +1,8 +6,8 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 25/04/2024 68,16 €
Return 2024 +3,6 %
Tocqueville Small Cap Euro ISR C 68,16 -0,9 +3,6 +9,2 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 25/04/2024 411,86 €
Return 2024 -0,3 %
Echiquier Agenor SRI Mid Cap Europe A 411,86 -0,9 -0,3 +7,3 4/7
Echiquier Agenor SRI Mid Cap Europe G
NAV As of 25/04/2024 466,66 €
Return 2024 0,0 %
Echiquier Agenor SRI Mid Cap Europe G 466,66 -0,9 0,0 +6,5 4/7
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 25/04/2024 129,17 €
Return 2024 -0,5 %
Echiquier Agenor Euro SRI Mid Cap A 129,17 -1,4 -0,5 +5,2 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 25/04/2024 192,91 €
Return 2024 -0,1 %
Echiquier Agenor SRI Mid Cap Europe Fund B 192,91 -0,9 -0,1 +6,5 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 25/04/2024 2 024,55 €
Return 2024 +0,1 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 024,55 -0,9 +0,1 +7,1 4/7
Echiquier Agressor A
NAV As of 25/04/2024 1 862,22 €
Return 2024 +6,1 %
Echiquier Agressor A 1 862,22 -0,5 +6,1 +9,6 4/7
Echiquier Agressor G
NAV As of 25/04/2024 1 897,68 €
Return 2024 +6,4 %
Echiquier Agressor G 1 897,68 -0,5 +6,4 +3,4 4/7
Echiquier Major SRI Growth Europe A
NAV As of 25/04/2024 364,03 €
Return 2024 +3,6 %
Echiquier Major SRI Growth Europe A 364,03 -1,0 +3,6 +7,0 4/7
Echiquier Major SRI Growth Europe G
NAV As of 25/04/2024 386,53 €
Return 2024 +3,9 %
Echiquier Major SRI Growth Europe G 386,53 -1,0 +3,9 +7,4 4/7
Tocqueville Dividende ISR C
NAV As of 25/04/2024 26,26 €
Return 2024 +5,7 %
Tocqueville Dividende ISR C 26,26 -0,5 +5,7 +4,3 4/7
Tocqueville Dividende ISR D
NAV As of 25/04/2024 12,17 €
Return 2024 +5,6 %
Tocqueville Dividende ISR D 12,17 -0,6 +5,6 +0,9 4/7
Tocqueville Value Europe ISR I
NAV As of 25/04/2024 341,24 €
Return 2024 +6,4 %
Tocqueville Value Europe ISR I 341,24 -0,4 +6,4 +5,9 5/7
Tocqueville Value Europe ISR P
NAV As of 25/04/2024 272,15 €
Return 2024 +6,1 %
Tocqueville Value Europe ISR P 272,15 -0,4 +6,1 +7,3 5/7
Echiquier Value Euro A
NAV As of 25/04/2024 219,69 €
Return 2024 +1,5 %
Echiquier Value Euro A 219,69 -0,4 +1,5 +7,1 4/7
Echiquier Value Euro B
NAV As of 25/04/2024 118,28 €
Return 2024 +1,9 %
Echiquier Value Euro B 118,28 -0,4 +1,9 +5,9 4/7
Tocqueville Materials for the Future P
NAV As of 25/04/2024 145,93 €
Return 2024 +10,1 %
Tocqueville Materials for the Future P 145,93 +1,0 +10,1 +2,4 6/7
Echiquier World Equity Growth A
NAV As of 25/04/2024 399,62 €
Return 2024 +9,4 %
Echiquier World Equity Growth A 399,62 -0,9 +9,4 +10,4 5/7
Echiquier World Equity Growth G
NAV As of 25/04/2024 461,17 €
Return 2024 +9,8 %
Echiquier World Equity Growth G 461,17 -0,9 +9,8 +11,5 5/7
Echiquier World Next Leaders A
NAV As of 25/04/2024 191,50 €
Return 2024 -1,6 %
Echiquier World Next Leaders A 191,50 -1,1 -1,6 +6,1 6/7
Echiquier World Next Leaders K
NAV As of 25/04/2024 105,82 €
Return 2024 -1,4 %
Echiquier World Next Leaders K 105,82 -1,1 -1,4 -1,3 6/7
Echiquier Positive Impact Europe A
NAV As of 25/04/2024 282,79 €
Return 2024 +4,3 %
Echiquier Positive Impact Europe A 282,79 -1,0 +4,3 +7,6 4/7
Echiquier Positive Impact Europe G
NAV As of 25/04/2024 154,23 €
Return 2024 +4,5 %
Echiquier Positive Impact Europe G 154,23 -1,0 +4,5 +7,0 4/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 25/04/2024 99,29 €
Return 2024 +2,4 %
Echiquier Climate & Biodiversity Impact Europe A 99,29 -0,6 +2,4 -0,2 4/7
Echiquier Climate & Biodiversity Impact Europe G
NAV As of 25/04/2024 101,52 €
Return 2024 +2,5 %
Echiquier Climate & Biodiversity Impact Europe G 101,52 -0,6 +2,5 +0,4 4/7
Echiquier Health Impact For All A
NAV As of 25/04/2024 117,70 €
Return 2024 +5,4 %
Echiquier Health Impact For All A 117,70 -1,7 +5,4 +3,6 4/7
Echiquier Health Impact For All G
NAV As of 25/04/2024 123,93 €
Return 2024 +5,5 %
Echiquier Health Impact For All G 123,93 -1,7 +5,5 +4,8 4/7
Echiquier Artificial Intelligence B
NAV As of 25/04/2024 170,47 €
Return 2024 +7,1 %
Echiquier Artificial Intelligence B 170,47 -0,8 +7,1 +9,5 6/7
Echiquier Artificial Intelligence K
NAV As of 25/04/2024 179,43 €
Return 2024 +7,3 %
Echiquier Artificial Intelligence K 179,43 -0,8 +7,3 +10,5 6/7
Echiquier Artificial Intelligence B USD
NAV As of 25/04/2024 72,23 €
Return 2024 +4,1 %
Echiquier Artificial Intelligence B USD 72,23 -0,5 +4,1 -9,4 6/7
Echiquier Space B
NAV As of 25/04/2024 83,29 €
Return 2024 +4,3 %
Echiquier Space B 83,29 -0,8 +4,3 -6,1 5/7
Echiquier Space K
NAV As of 25/04/2024 853,77 €
Return 2024 +4,5 %
Echiquier Space K 853,77 -0,8 +4,5 -5,3 5/7
Tocqueville France ISR C
NAV As of 25/04/2024 73,71 €
Return 2024 +4,3 %
Tocqueville France ISR C 73,71 -0,9 +4,3 +6,4 5/7
Tocqueville France ISR D
NAV As of 25/04/2024 62,18 €
Return 2024 +4,3 %
Tocqueville France ISR D 62,18 -0,9 +4,3 +5,6 5/7
  Multi assets
Echiquier Arty SRI A
NAV As of 25/04/2024 1 736,01 €
Return 2024 +0,0 %
Echiquier Arty SRI A 1 736,01 -0,2 +0,0 +3,5 3/7
Echiquier Patrimoine A
NAV As of 25/04/2024 872,99 €
Return 2024 +0,8 %
Echiquier Patrimoine A 872,99 -0,1 +0,8 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 25/04/2024 163,73 €
Return 2024 -0,6 %
Echiquier Credit SRI Europe A 163,73 -0,2 -0,6 +3,0 2/7
Echiquier Convexité SRI Europe A
NAV As of 25/04/2024 1 265,05 €
Return 2024 +1,3 %
Echiquier Convexité SRI Europe A 1 265,05 -0,2 +1,3 +1,3 3/7
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