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

22/11/2023

Giants with feet of clay?

86%: this is the share of S&P 500 performance (excluding dividends) realised this year by the “magnificent seven” – Alphabet, Amazon, Apple,...

Fund Spotlight

16/11/2023

Update on... Echiquier Climate & Biodiversity Impact Europe - November 2023

Created in 2020, Echiquier Climate & Biodiversity Impact Europe has a twofold objective of generating financial performance and having a...

Monthly Newsletter

16/11/2023

As the water flows

Each year, 8 million visitors admire the Louvre’s masterpieces, preserved thanks to one of the world’s largest district cooling systems,...

All news

Our funds

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

As of 27/11/2023	NAV (€)	Return D-1 (%)	Return 2023 (%)	Annualised return since inception (%)	SRI PRIIPS
Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 27/11/2023			384,01 €
Return 2023			+1,2 %
Echiquier Agenor SRI Mid Cap Europe A	384,01	-0,2	+1,2	+7,0	4/7
Echiquier Major SRI Growth Europe A
NAV As of 27/11/2023			338,32 €
Return 2023			+13,7 %
Echiquier Major SRI Growth Europe A	338,32	-0,3	+13,7	+6,7	4/7
Echiquier World Equity Growth A
NAV As of 27/11/2023			354,80 €
Return 2023			+14,7 %
Echiquier World Equity Growth A	354,80	-0,4	+14,7	+9,7	4/7
Echiquier Positive Impact Europe A
NAV As of 27/11/2023			257,88 €
Return 2023			+11,1 %
Echiquier Positive Impact Europe A	257,88	-0,2	+11,1	+7,2	4/7
Echiquier Artificial Intelligence B
NAV As of 27/11/2023			146,63 €
Return 2023			+40,4 %
Echiquier Artificial Intelligence B	146,63	-0,1	+40,4	+7,3	5/7
Echiquier World Next Leaders A
NAV As of 27/11/2023			183,64 €
Return 2023			+2,1 %
Echiquier World Next Leaders A	183,64	-0,7	+2,1	+5,9	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