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
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