Echiquier Major SRI Growth Europe Fund K
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 K - LU0969070282 - NAV : 1 778,29€
As of 31/01/2023
Fund news
Market News - Echiquier Major SRI Growth Europe
Fund Managers
Fund Manager
A graduate of EDHEC, Adrien began his career at Credit Suisse in London as a sell-side analyst in 1997. In 2005, he took over the analysis of the hardware and semiconductors sector. He joined Alliance Trust Investments in 2012 as Investment Manager in the global fund management team, before joining the SRI team and becoming co-manager of global funds in 2016. Adrien became a partner at Lion Trust Asset Management when it was acquired by ATI, before joining La Financière de l'Échiquier as fund manager of Echiquier Major SRI Growth Europe at the end of 2017. In 2020, he takes over the European large caps growth SRI equities team.
Performance
Price dataCalendar performance (%)
Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.
Calendar performance (%)
| 2022 | |
| Echiquier Major SRI Growth Europe Fund K | -21,82 |
| Benchmark | -9,49 |
| 2021 | |
| Echiquier Major SRI Growth Europe Fund K | +25,60 |
| Benchmark | +25,13 |
| 2020 | |
| Echiquier Major SRI Growth Europe Fund K | +7,35 |
| Benchmark | -3,32 |
| 2019 | |
| Echiquier Major SRI Growth Europe Fund K | +41,05 |
| Benchmark | +26,05 |
| 2018 | |
| Echiquier Major SRI Growth Europe Fund K | -7,59 |
| Benchmark | -10,57 |
| 2017 | |
| Echiquier Major SRI Growth Europe Fund K | +10,69 |
| Benchmark | +10,24 |
| 2016 | |
| Echiquier Major SRI Growth Europe Fund K | -3,06 |
| Benchmark | +2,58 |
| 2015 | |
| Echiquier Major SRI Growth Europe Fund K | +8,44 |
| Benchmark | +8,22 |
Cumulative performance (%)
| 3 months | |
| Echiquier Major SRI Growth Europe Fund K | +6,02 |
| Benchmark | +10,14 |
| 2023 | |
| Echiquier Major SRI Growth Europe Fund K | +5,98 |
| Benchmark | +6,79 |
| 1 year | |
| Echiquier Major SRI Growth Europe Fund K | -7,99 |
| Benchmark | -0,15 |
| 3 years | |
| Echiquier Major SRI Growth Europe Fund K | +10,91 |
| Benchmark | +18,42 |
| 5 years | |
| Echiquier Major SRI Growth Europe Fund K | +42,32 |
| Benchmark | +29,73 |
| 10 years | |
| Echiquier Major SRI Growth Europe Fund K | - |
| Benchmark | - |
| Inception | |
| Echiquier Major SRI Growth Europe Fund K | +77,83 |
| Benchmark | +68,51 |
Annualised performance (%)
| 1 year | |
| Echiquier Major SRI Growth Europe Fund K | -7,99 |
| Benchmark | -0,15 |
| 3 years | |
| Echiquier Major SRI Growth Europe Fund K | +3,51 |
| Benchmark | +5,79 |
| 5 years | |
| Echiquier Major SRI Growth Europe Fund K | +7,31 |
| Benchmark | +5,34 |
| 10 years | |
| Echiquier Major SRI Growth Europe Fund K | - |
| Benchmark | - |
| Inception | |
| Echiquier Major SRI Growth Europe Fund K | +6,57 |
| Benchmark | +5,94 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 19,82 |
| Index volatility | 17,42 |
| Sharpe ratio | -0,21 |
| Information ratio | -0,80 |
| Beta | 1,03 |
| Tracking Error | 8,36 |
| 3 years | |
| Fund volatility | 21,33 |
| Index volatility | 21,14 |
| Sharpe ratio | 0,30 |
| Information ratio | -0,29 |
| Beta | 0,93 |
| Tracking Error | 8,24 |
| 5 years | |
| Fund volatility | 18,56 |
| Index volatility | 18,11 |
| Sharpe ratio | 0,54 |
| Information ratio | 0,28 |
| Beta | 0,94 |
| Tracking Error | 7,28 |
Characteristics
| General characteristics of the fund | |
| Fund Inception | 17/01/2014 |
| Legal form | Sicav (sub-fund) |
| 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 | 01/02/2022 |
| ISIN Code | LU0969070282 |
| Risk level | 4/7 |
| Minimum subscription amount | 100 000 € |
| Investor profile | |
| Tax included Including tax | 1,00% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
Legal information