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 : 1 849,82€
As of 21/09/2023
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 (%)
| 2023 | |
| Echiquier Major SRI Growth Europe Fund K | +10,25 |
| Benchmark | +9,88 |
| 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 | -2,08 |
| Benchmark | +0,02 |
| 2023 | |
| Echiquier Major SRI Growth Europe Fund K | +10,25 |
| Benchmark | +9,88 |
| 1 year | |
| Echiquier Major SRI Growth Europe Fund K | +12,52 |
| Benchmark | +14,92 |
| 3 years | |
| Echiquier Major SRI Growth Europe Fund K | +16,42 |
| Benchmark | +39,45 |
| 5 years | |
| Echiquier Major SRI Growth Europe Fund K | +41,39 |
| Benchmark | +34,21 |
| 10 years | |
| Echiquier Major SRI Growth Europe Fund K | - |
| Benchmark | - |
| Inception | |
| Echiquier Major SRI Growth Europe Fund K | +84,98 |
| Benchmark | +73,38 |
Annualised performance (%)
| 1 year | |
| Echiquier Major SRI Growth Europe Fund K | +12,52 |
| Benchmark | +14,92 |
| 3 years | |
| Echiquier Major SRI Growth Europe Fund K | +5,20 |
| Benchmark | +11,72 |
| 5 years | |
| Echiquier Major SRI Growth Europe Fund K | +7,17 |
| Benchmark | +6,06 |
| 10 years | |
| Echiquier Major SRI Growth Europe Fund K | - |
| Benchmark | - |
| Inception | |
| Echiquier Major SRI Growth Europe Fund K | +6,56 |
| Benchmark | +5,85 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 14,73 |
| Index volatility | 13,76 |
| Sharpe ratio | 0,90 |
| Information ratio | -0,27 |
| Beta | 0,96 |
| Tracking Error | 6,47 |
| 3 years | |
| Fund volatility | 16,71 |
| Index volatility | 14,96 |
| Sharpe ratio | 0,36 |
| Information ratio | -0,74 |
| Beta | 0,99 |
| Tracking Error | 7,83 |
| 5 years | |
| Fund volatility | 18,45 |
| Index volatility | 18,12 |
| Sharpe ratio | 0,51 |
| Information ratio | 0,18 |
| Beta | 0,94 |
| Tracking Error | 7,33 |
Characteristics
| General characteristics of the fund | |
| Fund Inception | 08/11/2013 |
| 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 | 17/01/2014 |
| ISIN Code | LU0969070282 |
| SRI PRIIPS | 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
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.