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EQUITIES / LARGE CAP

Echiquier World Equity Growth I

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.

Performance 2022

-10,73%

Annualized performance

+12,49%since inception
on 06/02/2012

AuM

925,4 € millions

Investment horizon

5 years

Risk level

6/7

As of 22/09/2022

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

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 World Equity Growth I Benchmark
2022 -10,73 -9,43
2021 +12,64 +27,54
2020 +20,22 +6,65
2019 +32,20 +28,93
2018 +3,22 -4,85
2017 +19,19 +8,90
2016 +6,10 +11,09
2015 +19,78 +8,72
2014 +14,94 +18,70
2013 +12,84 +17,53

Cumulative performance (%)

Echiquier World Equity Growth I Benchmark
3 months +6,32 +6,22
2022 -10,73 -9,43
1 year -6,30 -2,26
3 years +28,12 +30,56
5 years +73,96 +59,47
10 years +226,40 +176,37
Inception +249,44 +194,92

Annualised performance (%)

Echiquier World Equity Growth I Benchmark
1 year -6,30 -2,26
3 years +8,60 +9,29
5 years +11,70 +9,78
10 years +12,55 +10,69
Inception +12,49 +10,71

Calendar performance (%)

Echiquier World Equity Growth I -10,73
Benchmark -9,43
Echiquier World Equity Growth I +12,64
Benchmark +27,54
Echiquier World Equity Growth I +20,22
Benchmark +6,65
Echiquier World Equity Growth I +32,20
Benchmark +28,93
Echiquier World Equity Growth I +3,22
Benchmark -4,85
Echiquier World Equity Growth I +19,19
Benchmark +8,90
Echiquier World Equity Growth I +6,10
Benchmark +11,09
Echiquier World Equity Growth I +19,78
Benchmark +8,72
Echiquier World Equity Growth I +14,94
Benchmark +18,70
Echiquier World Equity Growth I +12,84
Benchmark +17,53

Cumulative performance (%)

Echiquier World Equity Growth I +6,32
Benchmark +6,22
Echiquier World Equity Growth I -10,73
Benchmark -9,43
Echiquier World Equity Growth I -6,30
Benchmark -2,26
Echiquier World Equity Growth I +28,12
Benchmark +30,56
Echiquier World Equity Growth I +73,96
Benchmark +59,47
Echiquier World Equity Growth I +226,40
Benchmark +176,37
Echiquier World Equity Growth I +249,44
Benchmark +194,92

Annualised performance (%)

Echiquier World Equity Growth I -6,30
Benchmark -2,26
Echiquier World Equity Growth I +8,60
Benchmark +9,29
Echiquier World Equity Growth I +11,70
Benchmark +9,78
Echiquier World Equity Growth I +12,55
Benchmark +10,69
Echiquier World Equity Growth I +12,49
Benchmark +10,71

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,02 15,55 -0,28 -0,59 1,08 6,60
3 years 18,22 18,22 0,61 -0,09 0,92 7,17
5 years 18,09 16,28 0,78 0,31 1,01 7,59

Risk indicators (%)

Fund volatility 18,02
Index volatility 15,55
Sharpe ratio -0,28
Information ratio -0,59
Beta 1,08
Tracking Error 6,60
Fund volatility 18,22
Index volatility 18,22
Sharpe ratio 0,61
Information ratio -0,09
Beta 0,92
Tracking Error 7,17
Fund volatility 18,09
Index volatility 16,28
Sharpe ratio 0,78
Information ratio 0,31
Beta 1,01
Tracking Error 7,59

Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Classification International equity
Reference indicator MSCI ACWI NET RETURN EUR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 06/02/2012
ISIN Code FR0011188267
Risk level 6/7
Minimum subscription amount 1 000 000 €
Investor profile Intended essentially for institutional investors
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%