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EQUITIES / LARGE CAP

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

Performance 2023

+5,10%

Annualized performance

+10,06%since inception
on 08/11/2013

AuM

41,4 € millions

Investment horizon

5 years

Risk level

4/7

As of 31/01/2023

Fund news

Fund Spotlight 13/06/2022

Market Update - Echiquier World Equity Growth

Fund Managers

David Ross, CFA

Fund Manager

Nina Lagron, CFA

Fund Manager

Louis Bersin

Fund manager / Senior Analyst

Performance

Price data

Calendar performance (%)

Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.

Cumulative performance (%)

Echiquier World Equity Growth Fund B Benchmark
3 months -1,27 +0,95
2023 +5,10 +5,31
1 year -10,21 -5,04
3 years +14,80 +24,39
5 years +40,49 +50,12
10 years - -
Inception +142,28 +141,76

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year -10,21 -5,04
3 years +4,70 +7,54
5 years +7,03 +8,46
10 years - -
Inception +10,06 +10,03

Calendar performance (%)

Echiquier World Equity Growth Fund B -15,54
Benchmark -13,01
Echiquier World Equity Growth Fund B +11,88
Benchmark +27,54
Echiquier World Equity Growth Fund B +18,12
Benchmark +6,65
Echiquier World Equity Growth Fund B +27,93
Benchmark +28,93
Echiquier World Equity Growth Fund B +0,49
Benchmark -4,85
Echiquier World Equity Growth Fund B +16,17
Benchmark +8,90
Echiquier World Equity Growth Fund B +3,95
Benchmark +11,09
Echiquier World Equity Growth Fund B +17,06
Benchmark +8,72
Echiquier World Equity Growth Fund B +12,44
Benchmark +18,70

Cumulative performance (%)

Echiquier World Equity Growth Fund B -1,27
Benchmark +0,95
Echiquier World Equity Growth Fund B +5,10
Benchmark +5,31
Echiquier World Equity Growth Fund B -10,21
Benchmark -5,04
Echiquier World Equity Growth Fund B +14,80
Benchmark +24,39
Echiquier World Equity Growth Fund B +40,49
Benchmark +50,12
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +142,28
Benchmark +141,76

Annualised performance (%)

Echiquier World Equity Growth Fund B -10,21
Benchmark -5,04
Echiquier World Equity Growth Fund B +4,70
Benchmark +7,54
Echiquier World Equity Growth Fund B +7,03
Benchmark +8,46
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +10,06
Benchmark +10,03

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,07 16,17 -0,40 -0,74 1,03 7,06
3 years 18,06 18,60 0,38 -0,44 0,90 7,07
5 years 17,85 16,52 0,53 -0,17 0,99 7,27

Risk indicators (%)

Fund volatility 18,07
Index volatility 16,17
Sharpe ratio -0,40
Information ratio -0,74
Beta 1,03
Tracking Error 7,06
Fund volatility 18,06
Index volatility 18,60
Sharpe ratio 0,38
Information ratio -0,44
Beta 0,90
Tracking Error 7,07
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%