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EQUITIES / ALL CAP

Echiquier Climate & Biodiversity Impact Europe A

Echiquier Climate Impact & Biodiversity Europe is a sub-fund of an SRI-labelled SICAV that invests in responsible European companies which contribute to the energy and ecological transition.

Performance 2024

+1,66%

Annualized performance

-0,44%since inception
on 15/12/2020

AuM

106,3 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 01/03/2024

Fund news

News 15/12/2023

Echiquier Climate & Biodiversity Impact Europe, 3 years already

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier, CFA

Fund manager

Paul Merle

Fund Manager

Performance

-

Price data

Calendar performance (%)

Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
3 months +4,58 +6,99
2024 +1,66 +4,15
1 year +4,52 +11,82
3 years -1,85 +34,25
5 years - -
10 years - -
Inception -1,42 +38,55

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
1 year +4,50 +11,78
3 years -0,62 +10,30
5 years - -
10 years - -
Inception -0,44 +10,69

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe A +1,66
Benchmark +4,15
Echiquier Climate & Biodiversity Impact Europe A +9,43
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe A -24,54
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe A +15,23
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe A +4,58
Benchmark +6,99
Echiquier Climate & Biodiversity Impact Europe A +1,66
Benchmark +4,15
Echiquier Climate & Biodiversity Impact Europe A +4,52
Benchmark +11,82
Echiquier Climate & Biodiversity Impact Europe A -1,85
Benchmark +34,25
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -1,42
Benchmark +38,55

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A +4,50
Benchmark +11,78
Echiquier Climate & Biodiversity Impact Europe A -0,62
Benchmark +10,30
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -0,44
Benchmark +10,69

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,59 12,30 0,04 -1,43 1,04 4,75
3 years 16,37 13,61 0,03 -1,41 1,11 6,73
5 years - - - - - -

Risk indicators (%)

Fund volatility 13,59
Index volatility 12,30
Sharpe ratio 0,04
Information ratio -1,43
Beta 1,04
Tracking Error 4,75
Fund volatility 16,37
Index volatility 13,61
Sharpe ratio 0,03
Information ratio -1,41
Beta 1,11
Tracking Error 6,73
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -

Characteristics

General characteristics of the fund
Fund Inception 15/12/2020
Legal form Sicav (subfund)
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 9
Share class characteristics
Fund Inception 15/12/2020
ISIN Code FR0013517273
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%