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

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

Our funds Our expertise

News

Market news

20/03/2023

Finance: time for reason in the age of suspicion

Fixed income markets have seen record moves over the last few days. US two-year rates went from 5% on 8 March 2023...

SRI News

16/03/2023

What truly counts

Fiduciary duty is at the heart of the trustful relationship we maintain with our clients. It ensures that those who...

Monthly Newsletter

16/03/2023

Green Bonds

Are “green” bonds, linked to environmental projects, bringing a “green revolution” to the financial markets? Or are they ultimately just...

All news

Our funds

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

As of 23/03/2023	NAV (€)	Return D-1 (%)	Return 2023 (%)	Annualised return since inception (%)	SRI PRIIPS
Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 23/03/2023			400,45 €
Return 2023			+5,5 %
Echiquier Agenor SRI Mid Cap Europe A	400,45	+0,9	+5,5	+7,5	4/7
Echiquier Major SRI Growth Europe A
NAV As of 23/03/2023			319,52 €
Return 2023			+7,4 %
Echiquier Major SRI Growth Europe A	319,52	+0,8	+7,4	+6,6	4/7
Echiquier World Equity Growth A
NAV As of 23/03/2023			323,44 €
Return 2023			+4,6 %
Echiquier World Equity Growth A	323,44	+0,7	+4,6	+9,5	4/7
Echiquier Positive Impact Europe A
NAV As of 23/03/2023			243,64 €
Return 2023			+5,0 %
Echiquier Positive Impact Europe A	243,64	+0,4	+5,0	+7,1	4/7
Echiquier Artificial Intelligence B
NAV As of 23/03/2023			120,21 €
Return 2023			+15,1 %
Echiquier Artificial Intelligence B	120,21	+1,6	+15,1	+3,9	5/7
Echiquier World Next Leaders A
NAV As of 23/03/2023			187,40 €
Return 2023			+4,2 %
Echiquier World Next Leaders A	187,40	+0,3	+4,2	+6,5	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