The proximity of a boutique, the standards of a major house
Acknowledged specialist in the selection of French and European securities for 30 years.
What truly counts
Fiduciary duty is at the heart of the trustful relationship we maintain with our clients. It ensures that those who...
Are “green” bonds, linked to environmental projects, bringing a “green revolution” to the financial markets? Or are they ultimately just...
A comprehensive range of funds for all risk profiles and investment horizons.
|As of 20/03/2023||NAV (€)||Return D-1 (%)||Return 2023 (%)||Annualised return since inception (%)||SRI PRIIPS|
|Echiquier Agenor SRI Mid Cap Europe A|
|NAV As of 20/03/2023||393,14 €|
|Return 2023||+3,6 %|
|Echiquier Agenor SRI Mid Cap Europe A||393,14||+0,4||+3,6||+7,4||4/7|
|Echiquier Major SRI Growth Europe A|
|NAV As of 20/03/2023||313,98 €|
|Return 2023||+5,6 %|
|Echiquier Major SRI Growth Europe A||313,98||+0,7||+5,6||+6,5||4/7|
|Echiquier World Equity Growth A|
|NAV As of 20/03/2023||322,64 €|
|Return 2023||+4,3 %|
|Echiquier World Equity Growth A||322,64||-0,3||+4,3||+9,5||4/7|
|Echiquier Positive Impact Europe A|
|NAV As of 20/03/2023||240,35 €|
|Return 2023||+3,5 %|
|Echiquier Positive Impact Europe A||240,35||+0,9||+3,5||+7,0||4/7|
|Echiquier Artificial Intelligence B|
|NAV As of 20/03/2023||120,25 €|
|Return 2023||+15,1 %|
|Echiquier Artificial Intelligence B||120,25||-1,1||+15,1||+4,0||5/7|
|Echiquier World Next Leaders A|
|NAV As of 20/03/2023||187,45 €|
|Return 2023||+4,2 %|
|Echiquier World Next Leaders A||187,45||-0,2||+4,2||+6,5||5/7|
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.
As of 31/12/2022