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EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

Echiquier Climate & Biodiversity Impact Europe I

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

+9,02%

Annualized performance

+2,55%since inception
on 15/12/2020

AuM

111,6 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 11/06/2024

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 I Benchmark
3 months +5,46 +4,84
2024 +9,02 +10,22
1 year +12,18 +15,61
3 years -1,12 +24,23
5 years - -
10 years - -
Inception +9,18 +46,63

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe I Benchmark
1 year +12,15 +15,57
3 years -0,38 +7,49
5 years - -
10 years - -
Inception +2,55 +11,59

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe I +9,02
Benchmark +10,22
Echiquier Climate & Biodiversity Impact Europe I +10,31
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe I -23,81
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe I +16,86
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe I +5,46
Benchmark +4,84
Echiquier Climate & Biodiversity Impact Europe I +9,02
Benchmark +10,22
Echiquier Climate & Biodiversity Impact Europe I +12,18
Benchmark +15,61
Echiquier Climate & Biodiversity Impact Europe I -1,12
Benchmark +24,23
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I +9,18
Benchmark +46,63

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe I +12,15
Benchmark +15,57
Echiquier Climate & Biodiversity Impact Europe I -0,38
Benchmark +7,49
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I +2,55
Benchmark +11,59

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,71 11,34 1,04 -0,70 1,14 4,85
3 years 16,44 13,58 0,09 -1,18 1,12 6,43
5 years - - - - - -

Risk indicators (%)

Fund volatility 13,71
Index volatility 11,34
Sharpe ratio 1,04
Information ratio -0,70
Beta 1,14
Tracking Error 4,85
Fund volatility 16,44
Index volatility 13,58
Sharpe ratio 0,09
Information ratio -1,18
Beta 1,12
Tracking Error 6,43
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 FR0013517299
SRI PRIIPS 4/7
Minimum subscription amount 1 000 000 €
Investor profile Intended essentially for institutional investors
Tax included Including tax 1,00%
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)
1,01%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,42%