Loader image
EQUITIES / ALL CAP

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 2023

+1,21%

Annualized performance

-2,99%since inception
on 15/12/2020

AuM

93,5 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 28/09/2023

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 I Benchmark
3 months -4,42 -1,14
2023 +1,21 +8,45
1 year +5,99 +18,30
3 years - -
5 years - -
10 years - -
Inception -8,12 +24,55

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe I Benchmark
1 year +5,99 +18,30
3 years - -
5 years - -
10 years - -
Inception -2,99 +8,20

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe I +1,21
Benchmark +8,45
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 -4,42
Benchmark -1,14
Echiquier Climate & Biodiversity Impact Europe I +1,21
Benchmark +8,45
Echiquier Climate & Biodiversity Impact Europe I +5,99
Benchmark +18,30
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -8,12
Benchmark +24,55

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe I +5,99
Benchmark +18,30
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe I -2,99
Benchmark +8,20

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 15,24 13,15 0,29 -2,47 1,09 5,42
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 15,24
Index volatility 13,15
Sharpe ratio 0,29
Information ratio -2,47
Beta 1,09
Tracking Error 5,42
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 FR0013517299
SRI PRIIPS 4/7
Minimum subscription amount 1 000 000 €
Investor profile Intended essentially for institutional investors
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%