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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 18/04/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Tocqueville Small Cap Euro ISR D
NAV As of 18/04/2024 48,85 €
Return 2024 +2,6 %
Tocqueville Small Cap Euro ISR D 48,85 +0,9 +2,6 +6,8 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 18/04/2024 68,66 €
Return 2024 +4,3 %
Tocqueville Small Cap Euro ISR C 68,66 +0,9 +4,3 +9,3 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 18/04/2024 411,97 €
Return 2024 -0,3 %
Echiquier Agenor SRI Mid Cap Europe A 411,97 -0,3 -0,3 +7,3 4/7
Echiquier Agenor SRI Mid Cap Europe G
NAV As of 18/04/2024 466,71 €
Return 2024 +0,0 %
Echiquier Agenor SRI Mid Cap Europe G 466,71 -0,3 +0,0 +6,5 4/7
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 18/04/2024 130,62 €
Return 2024 +0,6 %
Echiquier Agenor Euro SRI Mid Cap A 130,62 -0,2 +0,6 +5,4 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 18/04/2024 192,96 €
Return 2024 -0,1 %
Echiquier Agenor SRI Mid Cap Europe Fund B 192,96 -0,3 -0,1 +6,5 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 18/04/2024 2 024,76 €
Return 2024 +0,1 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 024,76 -0,3 +0,1 +7,1 4/7
Echiquier Agressor A
NAV As of 18/04/2024 1 850,51 €
Return 2024 +5,4 %
Echiquier Agressor A 1 850,51 +0,3 +5,4 +9,6 4/7
Echiquier Agressor G
NAV As of 18/04/2024 1 885,42 €
Return 2024 +5,7 %
Echiquier Agressor G 1 885,42 +0,3 +5,7 +3,3 4/7
Echiquier Major SRI Growth Europe A
NAV As of 18/04/2024 365,15 €
Return 2024 +3,9 %
Echiquier Major SRI Growth Europe A 365,15 -0,2 +3,9 +7,0 4/7
Echiquier Major SRI Growth Europe G
NAV As of 18/04/2024 387,64 €
Return 2024 +4,2 %
Echiquier Major SRI Growth Europe G 387,64 -0,2 +4,2 +7,4 4/7
Tocqueville Dividende ISR C
NAV As of 18/04/2024 26,06 €
Return 2024 +4,9 %
Tocqueville Dividende ISR C 26,06 +0,6 +4,9 +4,3 4/7
Tocqueville Dividende ISR D
NAV As of 18/04/2024 12,08 €
Return 2024 +4,9 %
Tocqueville Dividende ISR D 12,08 +0,7 +4,9 +0,8 4/7
Tocqueville Value Europe ISR I
NAV As of 18/04/2024 337,43 €
Return 2024 +5,2 %
Tocqueville Value Europe ISR I 337,43 +0,8 +5,2 +5,8 5/7
Tocqueville Value Europe ISR P
NAV As of 18/04/2024 269,17 €
Return 2024 +4,9 %
Tocqueville Value Europe ISR P 269,17 +0,8 +4,9 +7,3 5/7
Echiquier Value Euro A
NAV As of 18/04/2024 217,54 €
Return 2024 +0,5 %
Echiquier Value Euro A 217,54 +0,5 +0,5 +7,0 4/7
Echiquier Value Euro B
NAV As of 18/04/2024 117,13 €
Return 2024 +0,9 %
Echiquier Value Euro B 117,13 +0,6 +0,9 +5,6 4/7
Tocqueville Materials for the Future P
NAV As of 18/04/2024 146,16 €
Return 2024 +10,3 %
Tocqueville Materials for the Future P 146,16 +0,6 +10,3 +2,5 6/7
Echiquier World Equity Growth A
NAV As of 18/04/2024 402,79 €
Return 2024 +10,3 %
Echiquier World Equity Growth A 402,79 -0,4 +10,3 +10,5 5/7
Echiquier World Equity Growth G
NAV As of 18/04/2024 464,76 €
Return 2024 +10,7 %
Echiquier World Equity Growth G 464,76 -0,4 +10,7 +11,6 5/7
Echiquier World Next Leaders A
NAV As of 18/04/2024 191,63 €
Return 2024 -1,6 %
Echiquier World Next Leaders A 191,63 +0,5 -1,6 +6,1 6/7
Echiquier World Next Leaders K
NAV As of 18/04/2024 105,87 €
Return 2024 -1,4 %
Echiquier World Next Leaders K 105,87 +0,5 -1,4 -1,3 6/7
Echiquier Positive Impact Europe A
NAV As of 18/04/2024 281,27 €
Return 2024 +3,7 %
Echiquier Positive Impact Europe A 281,27 0,0 +3,7 +7,6 4/7
Echiquier Positive Impact Europe G
NAV As of 18/04/2024 153,38 €
Return 2024 +3,9 %
Echiquier Positive Impact Europe G 153,38 0,0 +3,9 +6,9 4/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 18/04/2024 98,43 €
Return 2024 +1,5 %
Echiquier Climate & Biodiversity Impact Europe A 98,43 +0,3 +1,5 -0,5 4/7
Echiquier Climate & Biodiversity Impact Europe G
NAV As of 18/04/2024 100,63 €
Return 2024 +1,6 %
Echiquier Climate & Biodiversity Impact Europe G 100,63 +0,3 +1,6 +0,2 4/7
Echiquier Health Impact For All A
NAV As of 18/04/2024 117,70 €
Return 2024 +5,4 %
Echiquier Health Impact For All A 117,70 -0,8 +5,4 +3,6 4/7
Echiquier Health Impact For All G
NAV As of 18/04/2024 123,92 €
Return 2024 +5,5 %
Echiquier Health Impact For All G 123,92 -0,8 +5,5 +4,8 4/7
Echiquier Artificial Intelligence B
NAV As of 18/04/2024 170,92 €
Return 2024 +7,4 %
Echiquier Artificial Intelligence B 170,92 -0,4 +7,4 +9,6 6/7
Echiquier Artificial Intelligence K
NAV As of 18/04/2024 179,89 €
Return 2024 +7,6 %
Echiquier Artificial Intelligence K 179,89 -0,4 +7,6 +10,6 6/7
Echiquier Artificial Intelligence B USD
NAV As of 18/04/2024 71,84 €
Return 2024 +3,5 %
Echiquier Artificial Intelligence B USD 71,84 -0,7 +3,5 -9,6 6/7
Echiquier Space B
NAV As of 18/04/2024 83,08 €
Return 2024 +4,0 %
Echiquier Space B 83,08 +0,2 +4,0 -6,2 5/7
Echiquier Space K
NAV As of 18/04/2024 851,56 €
Return 2024 +4,2 %
Echiquier Space K 851,56 +0,2 +4,2 -5,4 5/7
Tocqueville France ISR C
NAV As of 18/04/2024 73,68 €
Return 2024 +4,3 %
Tocqueville France ISR C 73,68 +0,6 +4,3 +6,4 5/7
Tocqueville France ISR D
NAV As of 18/04/2024 62,15 €
Return 2024 +4,3 %
Tocqueville France ISR D 62,15 +0,6 +4,3 +5,6 5/7
  Multi assets
Echiquier Arty SRI A
NAV As of 18/04/2024 1 735,47 €
Return 2024 +0,0 %
Echiquier Arty SRI A 1 735,47 0,0 +0,0 +3,5 3/7
Echiquier Patrimoine A
NAV As of 18/04/2024 873,19 €
Return 2024 +0,8 %
Echiquier Patrimoine A 873,19 +0,0 +0,8 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 18/04/2024 164,16 €
Return 2024 -0,3 %
Echiquier Credit SRI Europe A 164,16 0,0 -0,3 +3,0 2/7
Echiquier Convexité SRI Europe A
NAV As of 18/04/2024 1 262,48 €
Return 2024 +1,1 %
Echiquier Convexité SRI Europe A 1 262,48 +0,3 +1,1 +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