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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major SRI Growth Europe A

Echiquier Major SRI Growth Europe is an SRI fund invested in European large cap growth stocks which are sector leaders, and are selected for the quality of their governance and their environmental and social policies.

Performance 2024

+7,60%

Annualized performance

+7,17%since inception
on 11/03/2005

AuM

1 362,6 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 22/05/2024

Fund news

Fund Spotlight 15/01/2024

Update on... Echiquier Major SRI Growth Europe

Fund Spotlight 22/05/2023

Focus on Echiquier Major SRI Growth Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Marion Cohet-Boucheron

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.
The performance of the fund and the benchmark take dividend payments into account (as of 2013). However, until 2012, the benchmark did not reflect income Until 31 December 2012, the benchmark was the STOXX Europe 600.

Cumulative performance (%)

Echiquier Major SRI Growth Europe A Benchmark
3 months +1,33 +6,77
2024 +7,60 +10,65
1 year +12,14 +13,88
3 years +13,40 +28,57
5 years +48,23 +54,89
10 years +87,14 +95,71
Inception +278,18 +163,50

Annualised performance (%)

Echiquier Major SRI Growth Europe A Benchmark
1 year +12,10 +13,84
3 years +4,28 +8,73
5 years +8,18 +9,13
10 years +6,46 +6,94
Inception +7,17 +5,17

Calendar performance (%)

Echiquier Major SRI Growth Europe A +7,60
Benchmark +10,65
Echiquier Major SRI Growth Europe A +18,17
Benchmark +15,83
Echiquier Major SRI Growth Europe A -23,16
Benchmark -9,49
Echiquier Major SRI Growth Europe A +24,13
Benchmark +25,13
Echiquier Major SRI Growth Europe A +6,12
Benchmark -3,32
Echiquier Major SRI Growth Europe A +39,98
Benchmark +26,05
Echiquier Major SRI Growth Europe A -8,27
Benchmark -10,57
Echiquier Major SRI Growth Europe A +9,64
Benchmark +10,24
Echiquier Major SRI Growth Europe A -4,03
Benchmark +2,58
Echiquier Major SRI Growth Europe A +7,54
Benchmark +8,22

Cumulative performance (%)

Echiquier Major SRI Growth Europe A +1,33
Benchmark +6,77
Echiquier Major SRI Growth Europe A +7,60
Benchmark +10,65
Echiquier Major SRI Growth Europe A +12,14
Benchmark +13,88
Echiquier Major SRI Growth Europe A +13,40
Benchmark +28,57
Echiquier Major SRI Growth Europe A +48,23
Benchmark +54,89
Echiquier Major SRI Growth Europe A +87,14
Benchmark +95,71
Echiquier Major SRI Growth Europe A +278,18
Benchmark +163,50

Annualised performance (%)

Echiquier Major SRI Growth Europe A +12,10
Benchmark +13,84
Echiquier Major SRI Growth Europe A +4,28
Benchmark +8,73
Echiquier Major SRI Growth Europe A +8,18
Benchmark +9,13
Echiquier Major SRI Growth Europe A +6,46
Benchmark +6,94
Echiquier Major SRI Growth Europe A +7,17
Benchmark +5,17

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 12,30 11,43 1,03 -0,43 0,97 5,34
3 years 15,87 13,59 0,35 -0,59 1,03 7,59
5 years 18,16 17,86 0,57 -0,14 0,93 7,49

Risk indicators (%)

Fund volatility 12,30
Index volatility 11,43
Sharpe ratio 1,03
Information ratio -0,43
Beta 0,97
Tracking Error 5,34
Fund volatility 15,87
Index volatility 13,59
Sharpe ratio 0,35
Information ratio -0,59
Beta 1,03
Tracking Error 7,59
Fund volatility 18,16
Index volatility 17,86
Sharpe ratio 0,57
Information ratio -0,14
Beta 0,93
Tracking Error 7,49

Characteristics

General characteristics of the fund
Fund Inception 11/03/2005
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 8
Share class characteristics
Fund Inception 11/03/2005
ISIN Code FR0010321828
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,39%
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)
2,39%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,42%