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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major SRI Growth Europe Fund B

Echiquier Major is a bottom up stock-picking fund. Its investment universe is European large-cap growth stocks that have an asserted position of leadership in their industry.

Class B - LU0969070365 - NAV : 202,51

Performance 2025

-2,67%

Annualized performance

+6,16%since inception
on 08/11/2013

AuM

21,8 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 12/06/2025

Fund news

Fund Spotlight 11/12/2024

Update on Echiquier Major SRI Growth Europe | December 2024

Market news 11/10/2021

Market News - 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.

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
3 months -1,49 +3,11
2025 -2,67 +10,28
1 year -2,69 +8,90
3 years +26,92 +44,11
5 years +38,33 +77,40
10 years +64,37 +81,88
Inception +100,06 +127,95

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
1 year -2,69 +8,90
3 years +8,26 +12,94
5 years +6,70 +12,14
10 years +5,09 +6,16
Inception +6,16 +7,36

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund B -2,67
Benchmark +10,28
Echiquier Major SRI Growth Europe Fund B +9,17
Benchmark +8,59
Echiquier Major SRI Growth Europe Fund B +19,13
Benchmark +15,83
Echiquier Major SRI Growth Europe Fund B -22,40
Benchmark -9,49
Echiquier Major SRI Growth Europe Fund B +24,67
Benchmark +25,13
Echiquier Major SRI Growth Europe Fund B +6,55
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund B +39,84
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund B -8,56
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund B +9,58
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund B -4,05
Benchmark +2,58

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund B -1,49
Benchmark +3,11
Echiquier Major SRI Growth Europe Fund B -2,67
Benchmark +10,28
Echiquier Major SRI Growth Europe Fund B -2,69
Benchmark +8,90
Echiquier Major SRI Growth Europe Fund B +26,92
Benchmark +44,11
Echiquier Major SRI Growth Europe Fund B +38,33
Benchmark +77,40
Echiquier Major SRI Growth Europe Fund B +64,37
Benchmark +81,88
Echiquier Major SRI Growth Europe Fund B +100,06
Benchmark +127,95

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B -2,69
Benchmark +8,90
Echiquier Major SRI Growth Europe Fund B +8,26
Benchmark +12,94
Echiquier Major SRI Growth Europe Fund B +6,70
Benchmark +12,14
Echiquier Major SRI Growth Europe Fund B +5,09
Benchmark +6,16
Echiquier Major SRI Growth Europe Fund B +6,16
Benchmark +7,36

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,53 14,56 -0,03 -1,62 1,03 6,98
3 years 15,35 13,39 0,68 -0,64 1,03 6,74
5 years 15,79 14,16 0,47 -0,72 0,99 7,33

Risk indicators (%)

Fund volatility 16,53
Index volatility 14,56
Sharpe ratio -0,03
Information ratio -1,62
Beta 1,03
Tracking Error 6,98
Fund volatility 15,35
Index volatility 13,39
Sharpe ratio 0,68
Information ratio -0,64
Beta 1,03
Tracking Error 6,74
Fund volatility 15,79
Index volatility 14,16
Sharpe ratio 0,47
Information ratio -0,72
Beta 0,99
Tracking Error 7,33

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
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 Luxembourg
Fund Administrator BNP Paribas Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 08/11/2013
ISIN Code LU0969070365
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All subscribers
Tax included Including tax 1,75%
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)
1,96%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,20%