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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 2023

+5,36%

Annualized performance

-2,96%since inception
on 15/12/2020

AuM

95,5 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 29/03/2023

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier

Fund manager / Senior Analyst

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 +3,78 +6,12
2023 +5,36 +6,78
1 year -12,18 +0,76
3 years - -
5 years - -
10 years - -
Inception -6,64 +22,63

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
1 year -12,18 +0,76
3 years - -
5 years - -
10 years - -
Inception -2,96 +9,34

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe A +5,36
Benchmark +6,78
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 +3,78
Benchmark +6,12
Echiquier Climate & Biodiversity Impact Europe A +5,36
Benchmark +6,78
Echiquier Climate & Biodiversity Impact Europe A -12,18
Benchmark +0,76
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -6,64
Benchmark +22,63

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A -12,18
Benchmark +0,76
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -2,96
Benchmark +9,34

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 19,54 15,49 -0,47 -1,57 1,20 6,87
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 19,54
Index volatility 15,49
Sharpe ratio -0,47
Information ratio -1,57
Beta 1,20
Tracking Error 6,87
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
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 (sub-fund)
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%