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EQUITIES / LARGE CAP

Echiquier Major SRI Growth Europe G

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 2022

-19,16%

Annualized performance

+7,08%since inception
on 22/02/2008

AuM

819,0 € millions

Investment horizon

5 years

Risk level

6/7

As of 20/05/2022

Fund news

Fund Spotlight 23/02/2022

Fund Stories - Echiquier Major SRI Growth Europe

Market news 11/10/2021

Market News - Echiquier Major SRI Growth Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Paul Merle

Fund Manager

Performance

Price data

Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.

Calendar performance (%)

Echiquier Major SRI Growth Europe G Benchmark
2022 -19,16 -9,40
2021 +25,48 +25,13
2020 +7,29 -3,32
2019 +41,70 +26,05
2018 -7,31 -10,57
2017 +10,80 +10,24
2016 -3,03 +2,58
2015 +8,50 +8,22
2014 +5,57 +6,84
2013 +19,78 +19,82

Cumulative performance (%)

Echiquier Major SRI Growth Europe G Benchmark
3 months -5,92 -5,00
2022 -19,16 -9,40
1 year -5,16 +1,01
3 years +27,99 +21,50
5 years +40,59 +24,17
10 years +140,78 +126,62
Inception +165,04 +69,23

Annualised performance (%)

Echiquier Major SRI Growth Europe G Benchmark
1 year -5,16 +1,01
3 years +8,57 +6,70
5 years +7,05 +4,42
10 years +9,18 +8,52
Inception +7,08 +3,76

Calendar performance (%)

Echiquier Major SRI Growth Europe G -19,16
Benchmark -9,40
Echiquier Major SRI Growth Europe G +25,48
Benchmark +25,13
Echiquier Major SRI Growth Europe G +7,29
Benchmark -3,32
Echiquier Major SRI Growth Europe G +41,70
Benchmark +26,05
Echiquier Major SRI Growth Europe G -7,31
Benchmark -10,57
Echiquier Major SRI Growth Europe G +10,80
Benchmark +10,24
Echiquier Major SRI Growth Europe G -3,03
Benchmark +2,58
Echiquier Major SRI Growth Europe G +8,50
Benchmark +8,22
Echiquier Major SRI Growth Europe G +5,57
Benchmark +6,84
Echiquier Major SRI Growth Europe G +19,78
Benchmark +19,82

Cumulative performance (%)

Echiquier Major SRI Growth Europe G -5,92
Benchmark -5,00
Echiquier Major SRI Growth Europe G -19,16
Benchmark -9,40
Echiquier Major SRI Growth Europe G -5,16
Benchmark +1,01
Echiquier Major SRI Growth Europe G +27,99
Benchmark +21,50
Echiquier Major SRI Growth Europe G +40,59
Benchmark +24,17
Echiquier Major SRI Growth Europe G +140,78
Benchmark +126,62
Echiquier Major SRI Growth Europe G +165,04
Benchmark +69,23

Annualised performance (%)

Echiquier Major SRI Growth Europe G -5,16
Benchmark +1,01
Echiquier Major SRI Growth Europe G +8,57
Benchmark +6,70
Echiquier Major SRI Growth Europe G +7,05
Benchmark +4,42
Echiquier Major SRI Growth Europe G +9,18
Benchmark +8,52
Echiquier Major SRI Growth Europe G +7,08
Benchmark +3,76

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,19 13,62 -0,25 -0,61 0,97 9,36
3 years 19,67 20,23 0,56 0,19 0,89 8,06
5 years 17,42 17,32 0,52 0,36 0,92 7,07

Risk indicators (%)

Fund volatility 16,19
Index volatility 13,62
Sharpe ratio -0,25
Information ratio -0,61
Beta 0,97
Tracking Error 9,36
Fund volatility 19,67
Index volatility 20,23
Sharpe ratio 0,56
Information ratio 0,19
Beta 0,89
Tracking Error 8,06
Fund volatility 17,42
Index volatility 17,32
Sharpe ratio 0,52
Information ratio 0,36
Beta 0,92
Tracking Error 7,07

Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 8
Fund Inception 22/02/2008
ISIN Code FR0010581728
Risk level 6/7
Minimum subscription amount Null
Investor profile For marketing by financial intermediaries only
Tax included Including tax 1,35%
Maximum subscription fee 3,00%
Redemption fee 0,00%