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EQUITIES / ALL CAP

Echiquier Climate & Biodiversity Impact Europe A

Echiquier Climate Impact & Biodiversity Europe is a sub-fund of an SRI-labelled SICAV that invests in responsible European companies which contribute to the energy and ecological transition.

Performance 2024

+0,58%

Annualized performance

-0,78%since inception
on 15/12/2020

AuM

97,1 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 21/02/2024

Fund news

News 15/12/2023

Echiquier Climate & Biodiversity Impact Europe, 3 years already

Press releases 21/06/2023

Transparency, a priority in listed impact investing

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier, CFA

Fund manager

Paul Merle

Fund Manager

Performance

-

Price data

Calendar performance (%)

Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
3 months +5,65 +7,93
2024 +0,58 +2,77
1 year +1,06 +8,79
3 years -4,82 +29,43
5 years - -
10 years - -
Inception -2,47 +36,71

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
1 year +1,06 +8,79
3 years -1,63 +8,98
5 years - -
10 years - -
Inception -0,78 +10,31

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe A +0,58
Benchmark +2,77
Echiquier Climate & Biodiversity Impact Europe A +9,43
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe A -24,54
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe A +15,23
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe A +5,65
Benchmark +7,93
Echiquier Climate & Biodiversity Impact Europe A +0,58
Benchmark +2,77
Echiquier Climate & Biodiversity Impact Europe A +1,06
Benchmark +8,79
Echiquier Climate & Biodiversity Impact Europe A -4,82
Benchmark +29,43
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -2,47
Benchmark +36,71

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A +1,06
Benchmark +8,79
Echiquier Climate & Biodiversity Impact Europe A -1,63
Benchmark +8,98
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -0,78
Benchmark +10,31

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,81 12,43 -0,14 -1,66 1,04 4,82
3 years 16,48 13,68 -0,08 -1,53 1,10 6,75
5 years - - - - - -

Risk indicators (%)

Fund volatility 13,81
Index volatility 12,43
Sharpe ratio -0,14
Information ratio -1,66
Beta 1,04
Tracking Error 4,82
Fund volatility 16,48
Index volatility 13,68
Sharpe ratio -0,08
Information ratio -1,53
Beta 1,10
Tracking Error 6,75
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -

Characteristics

General characteristics of the fund
Fund Inception 15/12/2020
Legal form Sicav (subfund)
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 9
Share class characteristics
Fund Inception 15/12/2020
ISIN Code FR0013517273
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%