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EQUITIES / ALL CAP

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 2023

+2,14%

Annualized performance

-2,97%since inception
on 15/12/2020

AuM

95,8 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 21/09/2023

Fund news

Press releases 21/06/2023

Transparency, a priority in listed impact investing

Fund Managers

Adrien Bommelaer

Fund Manager

Paul Merle

Fund Manager

Luc Olivier, CFA

Fund manager / Senior Analyst

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 -3,54 +0,02
2023 +2,14 +9,88
1 year +1,07 +14,92
3 years - -
5 years - -
10 years - -
Inception -8,00 +26,19

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G Benchmark
1 year +1,07 +14,92
3 years - -
5 years - -
10 years - -
Inception -2,97 +8,77

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe G +2,14
Benchmark +9,88
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 -3,54
Benchmark +0,02
Echiquier Climate & Biodiversity Impact Europe G +2,14
Benchmark +9,88
Echiquier Climate & Biodiversity Impact Europe G +1,07
Benchmark +14,92
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -8,00
Benchmark +26,19

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G +1,07
Benchmark +14,92
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -2,97
Benchmark +8,77

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 15,90 13,76 0,09 -2,52 1,09 5,44
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 15,90
Index volatility 13,76
Sharpe ratio 0,09
Information ratio -2,52
Beta 1,09
Tracking Error 5,44
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
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 (sub-fund)
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%
Maximum subscription fee 3,00%
Redemption fee 0,00%