Echiquier World Equity Growth Fund B
Echiquier World Equity Growth is a stock-picking fund invested in large international stocks that are highly exposed to global growth and enjoy a clear global leadership in their respective markets.
Class B - LU0969070019 - NAV : 242,28€
As of 31/01/2023
Fund news
Market Update - Echiquier World Equity Growth
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 World Equity Growth Fund B | -15,54 |
Benchmark | -13,01 |
2021 | |
Echiquier World Equity Growth Fund B | +11,88 |
Benchmark | +27,54 |
2020 | |
Echiquier World Equity Growth Fund B | +18,12 |
Benchmark | +6,65 |
2019 | |
Echiquier World Equity Growth Fund B | +27,93 |
Benchmark | +28,93 |
2018 | |
Echiquier World Equity Growth Fund B | +0,49 |
Benchmark | -4,85 |
2017 | |
Echiquier World Equity Growth Fund B | +16,17 |
Benchmark | +8,90 |
2016 | |
Echiquier World Equity Growth Fund B | +3,95 |
Benchmark | +11,09 |
2015 | |
Echiquier World Equity Growth Fund B | +17,06 |
Benchmark | +8,72 |
2014 | |
Echiquier World Equity Growth Fund B | +12,44 |
Benchmark | +18,70 |
Cumulative performance (%)
3 months | |
Echiquier World Equity Growth Fund B | -1,27 |
Benchmark | +0,95 |
2023 | |
Echiquier World Equity Growth Fund B | +5,10 |
Benchmark | +5,31 |
1 year | |
Echiquier World Equity Growth Fund B | -10,21 |
Benchmark | -5,04 |
3 years | |
Echiquier World Equity Growth Fund B | +14,80 |
Benchmark | +24,39 |
5 years | |
Echiquier World Equity Growth Fund B | +40,49 |
Benchmark | +50,12 |
10 years | |
Echiquier World Equity Growth Fund B | - |
Benchmark | - |
Inception | |
Echiquier World Equity Growth Fund B | +142,28 |
Benchmark | +141,76 |
Annualised performance (%)
1 year | |
Echiquier World Equity Growth Fund B | -10,21 |
Benchmark | -5,04 |
3 years | |
Echiquier World Equity Growth Fund B | +4,70 |
Benchmark | +7,54 |
5 years | |
Echiquier World Equity Growth Fund B | +7,03 |
Benchmark | +8,46 |
10 years | |
Echiquier World Equity Growth Fund B | - |
Benchmark | - |
Inception | |
Echiquier World Equity Growth Fund B | +10,06 |
Benchmark | +10,03 |
Risk indicators (%)
1 year | |
Fund volatility | 18,07 |
Index volatility | 16,17 |
Sharpe ratio | -0,40 |
Information ratio | -0,74 |
Beta | 1,03 |
Tracking Error | 7,06 |
3 years | |
Fund volatility | 18,06 |
Index volatility | 18,60 |
Sharpe ratio | 0,38 |
Information ratio | -0,44 |
Beta | 0,90 |
Tracking Error | 7,07 |
5 years | |
Fund volatility | 17,85 |
Index volatility | 16,52 |
Sharpe ratio | 0,53 |
Information ratio | -0,17 |
Beta | 0,99 |
Tracking Error | 7,27 |
Characteristics
General characteristics of the fund | |
Fund Inception | 08/11/2013 |
Legal form | Sicav (sub-fund) |
Reference indicator | MSCI ACWI NET RETURN EUR |
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 | LU0969070019 |
Risk level | 4/7 |
Minimum subscription amount | Null |
Investor profile | All investors |
Tax included Including tax | 1,75% |
Maximum subscription fee | 3,00% |
Redemption fee | 0,00% |
Legal information