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EQUITIES / SMALL & MID CAP

Echiquier Agenor SRI Mid Cap Europe A

Echiquier Agenor SRI Mid Cap Europe is an SRI-certified fund invested in European growth mid-caps, selected for their capacity to generate value independently of the cycle and the quality of their governance.

Performance 2022

-27,37%

Annualized performance

+7,57%since inception
on 27/02/2004

AuM

1 580,4 € millions

Investment horizon

5 years

Risk level

6/7

As of 30/11/2022

Fund news

Fund Spotlight 15/09/2022

Update on Echiquier Agenor SRI Mid Cap Europe

News 16/09/2021

New subscription terms for Echiquier Agenor SRI Mid Cap Europe

Fund Managers

Stéphanie Bobtcheff, CFA

Fund Manager

José Berros

Fund Manager

Performance

Price data

Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.

Calendar performance (%)

Echiquier Agenor SRI Mid Cap Europe A Benchmark
2022 -27,37 -17,03
2021 +15,33 +23,82
2020 +13,64 +4,58
2019 +33,85 +31,44
2018 -8,55 -15,86
2017 +21,70 +19,03
2016 +0,41 +0,86
2015 +25,36 +23,53
2014 -1,69 +6,47
2013 +24,31 +33,41

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe A Benchmark
3 months -2,06 +3,22
2022 -27,37 -17,03
1 year -24,45 -13,40
3 years -2,93 +12,01
5 years +18,40 +21,70
10 years +126,53 +158,86
Inception +293,25 +291,93

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe A Benchmark
1 year -24,45 -13,40
3 years -0,99 +3,85
5 years +3,43 +4,00
10 years +8,52 +9,97
Inception +7,57 +7,55

Calendar performance (%)

Echiquier Agenor SRI Mid Cap Europe A -27,37
Benchmark -17,03
Echiquier Agenor SRI Mid Cap Europe A +15,33
Benchmark +23,82
Echiquier Agenor SRI Mid Cap Europe A +13,64
Benchmark +4,58
Echiquier Agenor SRI Mid Cap Europe A +33,85
Benchmark +31,44
Echiquier Agenor SRI Mid Cap Europe A -8,55
Benchmark -15,86
Echiquier Agenor SRI Mid Cap Europe A +21,70
Benchmark +19,03
Echiquier Agenor SRI Mid Cap Europe A +0,41
Benchmark +0,86
Echiquier Agenor SRI Mid Cap Europe A +25,36
Benchmark +23,53
Echiquier Agenor SRI Mid Cap Europe A -1,69
Benchmark +6,47
Echiquier Agenor SRI Mid Cap Europe A +24,31
Benchmark +33,41

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe A -2,06
Benchmark +3,22
Echiquier Agenor SRI Mid Cap Europe A -27,37
Benchmark -17,03
Echiquier Agenor SRI Mid Cap Europe A -24,45
Benchmark -13,40
Echiquier Agenor SRI Mid Cap Europe A -2,93
Benchmark +12,01
Echiquier Agenor SRI Mid Cap Europe A +18,40
Benchmark +21,70
Echiquier Agenor SRI Mid Cap Europe A +126,53
Benchmark +158,86
Echiquier Agenor SRI Mid Cap Europe A +293,25
Benchmark +291,93

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe A -24,45
Benchmark -13,40
Echiquier Agenor SRI Mid Cap Europe A -0,99
Benchmark +3,85
Echiquier Agenor SRI Mid Cap Europe A +3,43
Benchmark +4,00
Echiquier Agenor SRI Mid Cap Europe A +8,52
Benchmark +9,97
Echiquier Agenor SRI Mid Cap Europe A +7,57
Benchmark +7,55

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 23,22 19,54 -0,91 -1,22 1,11 8,65
3 years 20,45 24,00 0,10 -0,49 0,75 11,45
5 years 17,67 20,52 0,33 -0,11 0,76 9,85

Risk indicators (%)

Fund volatility 23,22
Index volatility 19,54
Sharpe ratio -0,91
Information ratio -1,22
Beta 1,11
Tracking Error 8,65
Fund volatility 20,45
Index volatility 24,00
Sharpe ratio 0,10
Information ratio -0,49
Beta 0,75
Tracking Error 11,45
Fund volatility 17,67
Index volatility 20,52
Sharpe ratio 0,33
Information ratio -0,11
Beta 0,76
Tracking Error 9,85

Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI EUROPE MID CAP NET RETURN EUR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 27/02/2004
ISIN Code FR0010321810
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,39%
Maximum subscription fee 5,00%
Redemption fee 0,00%