The proximity of a boutique, the standards of a major house

Acknowledged specialist in the selection of French and European securities for 30 years.

News

20/09/2023

The ill of the age

So what is this syndrome affecting nearly 60% of young Americans?[1] It’s eco-anxiety,[2] a term coined in the 1990s –...

Market news

20/09/2023

The end of a cycle

“The Governing Council considers that the key ECB interest rates have reached levels that, maintained for a sufficiently long duration,...

Fund Spotlight

14/09/2023

Update on Echiquier Agenor SRI Mid Cap Europe

After a challenging year for the fund’s strategy in 2022 due to the sudden and steep rise in interest rates...

All news

Our funds

A comprehensive range of funds for all risk profiles and investment horizons.

As of 22/09/2023	NAV (€)	Return D-1 (%)	Return 2023 (%)	Annualised return since inception (%)	SRI PRIIPS
Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 22/09/2023			378,69 €
Return 2023			-0,2 %
Echiquier Agenor SRI Mid Cap Europe A	378,69	-0,2	-0,2	+7,0	4/7
Echiquier Major SRI Growth Europe A
NAV As of 22/09/2023			323,71 €
Return 2023			+8,8 %
Echiquier Major SRI Growth Europe A	323,71	-0,1	+8,8	+6,5	4/7
Echiquier World Equity Growth A
NAV As of 22/09/2023			341,93 €
Return 2023			+10,5 %
Echiquier World Equity Growth A	341,93	+0,0	+10,5	+9,6	4/7
Echiquier Positive Impact Europe A
NAV As of 22/09/2023			246,58 €
Return 2023			+6,2 %
Echiquier Positive Impact Europe A	246,58	+0,4	+6,2	+6,9	4/7
Echiquier Artificial Intelligence B
NAV As of 22/09/2023			134,68 €
Return 2023			+28,9 %
Echiquier Artificial Intelligence B	134,68	+0,3	+28,9	+5,8	5/7
Echiquier World Next Leaders A
NAV As of 22/09/2023			190,77 €
Return 2023			+6,0 %
Echiquier World Next Leaders A	190,77	+0,3	+6,0	+6,4	5/7

See our funds

Our strong points

A company on a human scale

Experienced management teams at your service

Active conviction-based management

Internal processes and systems adapted to different types of clients

La Financière de l’Echiquier is accelerating its development beyond our borders to become a leader in Europe.

Olivier de Berranger

Deputy CEO of LFDE

Founded

1991

Assets

€10,5

billion managed

Team

+142

employees

AuM

92,7%

Responsible Investment

As of 31/12/2022