La Financière de l'Echiquier in the Top 5 of the Alpha League Table 2022 for the fifth consecutive year

La Financière de l’Echiquier (LFDE) is present for the fifth consecutive year in the Top 5 of the Alpha League Table 2022[1], in 4th place.

LFDE achieves an average alpha of 2.02% and records a frequency of 55.94%, an increase from last year (51.69%). This score confirms the resilience of LFDE in a very complex market environment. The SIX ranking is based on the measurement of alpha, the risk-adjusted performance, and distinguishes the talent of active management.

The number of awarded funds has also increased. The 2022 edition brings this number to 13, 3 more than last year, with notably Echiquier Agenor Euro SRI Mid Cap and Echiquier Artificial Intelligence[2], which have entered the ranking. The range of winning funds includes 4 funds with a strong capacity to generate alpha throughout the year, as well as 4 funds with the French SRI label. All of LFDE’s areas of expertise are rewarded, including European small and mid-caps, responsible and impact investment[3], and international thematic equity.

Bettina Ducat, Managing Director of La Financière de l’Echiquier, says:

This benchmark ranking distinguishes the consistency of alpha growth by La Financière de l’Echiquier’s management team and rewards our quest for excellence and our high standards.”

 

[1] For more information, click here

[2] The funds mentioned are mainly exposed to the risk of capital loss, equity risk, currency risk and risks linked to small and medium capitalisations. For more information on their characteristics, risks and fees, we invite you to read the regulatory documents (prospectus, and DICI in the official languages of your country) on www.lfde.com. Investors or potential investors are informed that they can obtain a summary of their rights and file a claim according to the procedure provided by the management company.

[3] The investor’s attention is drawn to the fact that his investment in the fund does not generate a direct impact on the environment and society but seeks to invest in companies that meet the precise criteria defined in the management strategy