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EQUITIES / ALL CAP

Echiquier Positive Impact Europe A

Echiquier Positive Impact Europe is a bottom up stock-picking fund. It invests in European stocks caracterised by their good governance, the quality of their social and environmental policies and who contribute to the United Nations Sustainable Development Goals.

Performance 2022

-17,95%

Annualized performance

+7,70%since inception
on 19/03/2010

AuM

382,5 € millions

Investment horizon

5 years

Risk level

6/7

As of 16/05/2022

Fund news

Fund Spotlight 07/10/2021

Fund stories - Echiquier Positive Impact Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier

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 Positive Impact Europe A Benchmark
2022 -17,95 -8,90
2021 +16,38 +25,13
2020 +16,14 -3,32
2019 +32,89 +26,05
2018 -13,56 -10,57
2017 +17,51 +10,24
2016 +3,97 +2,58
2015 +12,95 +8,22
2014 +1,35 +6,84
2013 +16,89 +19,82

Cumulative performance (%)

Echiquier Positive Impact Europe A Benchmark
3 months -6,61 -5,79
2022 -17,95 -8,90
1 year -8,29 +1,47
3 years +24,19 +20,65
5 years +32,58 +23,53
10 years +133,38 +125,89
Inception +146,71 +127,91

Annualised performance (%)

Echiquier Positive Impact Europe A Benchmark
1 year -8,29 +1,47
3 years +7,48 +6,45
5 years +5,80 +4,31
10 years +8,84 +8,49
Inception +7,70 +7,00

Calendar performance (%)

Echiquier Positive Impact Europe A -17,95
Benchmark -8,90
Echiquier Positive Impact Europe A +16,38
Benchmark +25,13
Echiquier Positive Impact Europe A +16,14
Benchmark -3,32
Echiquier Positive Impact Europe A +32,89
Benchmark +26,05
Echiquier Positive Impact Europe A -13,56
Benchmark -10,57
Echiquier Positive Impact Europe A +17,51
Benchmark +10,24
Echiquier Positive Impact Europe A +3,97
Benchmark +2,58
Echiquier Positive Impact Europe A +12,95
Benchmark +8,22
Echiquier Positive Impact Europe A +1,35
Benchmark +6,84
Echiquier Positive Impact Europe A +16,89
Benchmark +19,82

Cumulative performance (%)

Echiquier Positive Impact Europe A -6,61
Benchmark -5,79
Echiquier Positive Impact Europe A -17,95
Benchmark -8,90
Echiquier Positive Impact Europe A -8,29
Benchmark +1,47
Echiquier Positive Impact Europe A +24,19
Benchmark +20,65
Echiquier Positive Impact Europe A +32,58
Benchmark +23,53
Echiquier Positive Impact Europe A +133,38
Benchmark +125,89
Echiquier Positive Impact Europe A +146,71
Benchmark +127,91

Annualised performance (%)

Echiquier Positive Impact Europe A -8,29
Benchmark +1,47
Echiquier Positive Impact Europe A +7,48
Benchmark +6,45
Echiquier Positive Impact Europe A +5,80
Benchmark +4,31
Echiquier Positive Impact Europe A +8,84
Benchmark +8,49
Echiquier Positive Impact Europe A +7,70
Benchmark +7,00

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,23 13,62 -0,41 -1,22 1,05 7,58
3 years 18,30 20,24 0,54 0,08 0,83 8,02
5 years 16,29 17,32 0,48 0,17 0,86 6,98

Risk indicators (%)

Fund volatility 16,23
Index volatility 13,62
Sharpe ratio -0,41
Information ratio -1,22
Beta 1,05
Tracking Error 7,58
Fund volatility 18,30
Index volatility 20,24
Sharpe ratio 0,54
Information ratio 0,08
Beta 0,83
Tracking Error 8,02
Fund volatility 16,29
Index volatility 17,32
Sharpe ratio 0,48
Information ratio 0,17
Beta 0,86
Tracking Error 6,98

Characteristics

General characteristics of the fund
Legal form SICAV
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 9
Fund Inception 19/03/2010
ISIN Code FR0010863688
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%