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EQUITIES / THEMATIC RANGE - IMPACT

Echiquier Climate & Biodiversity Impact Europe G

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

+1,64%

Annualized performance

+0,19%since inception
on 15/12/2020

AuM

104,8 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 18/04/2024

Fund news

SRI News 05/04/2024

Against the current

News 15/12/2023

Echiquier Climate & Biodiversity Impact Europe, 3 years already

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier, CFA

Fund manager

Paul Merle, CIIA

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 G Benchmark
3 months +4,65 +6,64
2024 +1,64 +4,89
1 year +2,77 +9,07
3 years -6,76 +23,20
5 years - -
10 years - -
Inception +0,63 +39,53

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G Benchmark
1 year +2,76 +9,04
3 years -2,31 +7,20
5 years - -
10 years - -
Inception +0,19 +10,48

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe G +1,64
Benchmark +4,89
Echiquier Climate & Biodiversity Impact Europe G +9,93
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe G -24,07
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe G +16,38
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe G +4,65
Benchmark +6,64
Echiquier Climate & Biodiversity Impact Europe G +1,64
Benchmark +4,89
Echiquier Climate & Biodiversity Impact Europe G +2,77
Benchmark +9,07
Echiquier Climate & Biodiversity Impact Europe G -6,76
Benchmark +23,20
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G +0,63
Benchmark +39,53

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G +2,76
Benchmark +9,04
Echiquier Climate & Biodiversity Impact Europe G -2,31
Benchmark +7,20
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G +0,19
Benchmark +10,48

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 12,71 10,80 0,07 -1,53 1,10 4,55
3 years 16,20 13,46 -0,12 -1,42 1,11 6,58
5 years - - - - - -

Risk indicators (%)

Fund volatility 12,71
Index volatility 10,80
Sharpe ratio 0,07
Information ratio -1,53
Beta 1,10
Tracking Error 4,55
Fund volatility 16,20
Index volatility 13,46
Sharpe ratio -0,12
Information ratio -1,42
Beta 1,11
Tracking Error 6,58
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -

Characteristics

General characteristics of the fund
Fund Inception 15/12/2020
Investment management company La Financière de l'Echiquier
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 FR0013517281
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile For marketing by financial intermediaries only
Tax included Including tax 1,35%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%
Management fees and other administrative and operating expenses
(based on the fund's last fiscal year)
1,36%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,28%