Echiquier Go Local B
Class B - LU2541409707 - NAV : 105,83€
As of 07/02/2024
Fund news
La Financière de l'Echiquier launches Echiquier Go Local, 1st global equity strategy focused on resilience and autonomy needs of strategic sectors
Fund Managers
Fund Manager
Nina Lagron holds a Master 2 in Finance from Paris-Dauphine University and is a CFA charterholder. She began her career in 1998 at UBS as an investment banker, before joining Fortis Investments as a manager-analyst in 2002. Nina then worked as an international equity manager at Crédit Agricole Asset Management, then at Amundi, Gemway Assets and finally at La Française, where she held the position of Head of Equity. Nina joined La Financière de l'Echiquier in 2022 as an international equity fund manager. In 2022, she was awarded the CFA Certificate in ESG Investing. Since 2024, when Tocqueville Finance and LFDE joined forces, she has been part of LFDE's North America team.
Characteristics
| General characteristics of the fund | |
| Fund Inception | 15/12/2022 |
| Investment management company | La Financière de l'Echiquier |
| Legal form | Sicav (subfund) |
| Reference indicator | MSCI ACWI NET RETURN EUR |
| Investment horizon | 5 years |
| Periodicity and Listing currency | Daily (EUR) |
| Custodian | BNP Paribas Luxembourg |
| Fund Administrator | BNP Paribas Luxembourg |
| SFDR classification | |
| Share class characteristics | |
| Fund Inception | 15/12/2022 |
| ISIN Code | LU2541409707 |
| SRI PRIIPS | 4/7 |
| Minimum subscription amount | Null |
| Investor profile | |
| Tax included Including tax | 1,65% |
| 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) |
1,75% |
| Transaction costs (based on the average of the fund's last 3 fiscal years) |
0,14% |
Legal information
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.