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EQUITIES / THEMES

Echiquier Health Impact For All A

Performance 2022

-24,74%

Annualized performance

+1,72%since inception
on 19/09/2019

AuM

20,3 € millions

Investment horizon

5 years

Risk level

6/7

As of 20/05/2022

Fund Managers

Louis Porrini

Fund Manager

Performance

Price data

Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.

Calendar performance (%)

Echiquier Health Impact For All A Benchmark
2022 -24,74 -1,60
2021 +14,97 +26,50
2020 +15,39 +0,16

Cumulative performance (%)

Echiquier Health Impact For All A Benchmark
3 months -5,17 +7,06
2022 -24,74 -1,60
1 year -15,31 +16,69
3 years - -
5 years - -
10 years - -
Inception +4,66 +36,46

Annualised performance (%)

Echiquier Health Impact For All A Benchmark
1 year -15,31 +16,69
3 years - -
5 years - -
10 years - -
Inception +1,72 +12,36

Calendar performance (%)

Echiquier Health Impact For All A -24,74
Benchmark -1,60
Echiquier Health Impact For All A +14,97
Benchmark +26,50
Echiquier Health Impact For All A +15,39
Benchmark +0,16

Cumulative performance (%)

Echiquier Health Impact For All A -5,17
Benchmark +7,06
Echiquier Health Impact For All A -24,74
Benchmark -1,60
Echiquier Health Impact For All A -15,31
Benchmark +16,69
Echiquier Health Impact For All A -
Benchmark -
Echiquier Health Impact For All A -
Benchmark -
Echiquier Health Impact For All A -
Benchmark -
Echiquier Health Impact For All A +4,66
Benchmark +36,46

Annualised performance (%)

Echiquier Health Impact For All A -15,31
Benchmark +16,69
Echiquier Health Impact For All A -
Benchmark -
Echiquier Health Impact For All A -
Benchmark -
Echiquier Health Impact For All A -
Benchmark -
Echiquier Health Impact For All A +1,72
Benchmark +12,36

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 19,26 14,03 -0,73 -2,29 0,97 13,63
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 19,26
Index volatility 14,03
Sharpe ratio -0,73
Information ratio -2,29
Beta 0,97
Tracking Error 13,63
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
Legal form A French mutual fund (Fonds Commun de Placement or FCP)
Classification International equity
Reference indicator 66.60% MSCI EUROPE HEALTHCARE NR, 33.40% MSCI WORLD HEALTHCARE NR USD (en EUR)
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 9
Fund Inception 19/09/2019
ISIN Code FR0013441714
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%