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EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

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 2025

+5,00%

Annualized performance

+0,48%since inception
on 15/12/2020

AuM

59,1 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 09/07/2025

Fund news

SRI News 28/03/2025

Green gold

Fund Spotlight 16/10/2024

Update on... Echiquier Climate & Biodiversity Impact Europe | October 2024

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier, CFA

Fund manager

Paul Merle, CIIA

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 +14,72 +18,17
2025 +5,00 +10,29
1 year -0,09 +9,81
3 years +8,79 +42,12
5 years - -
10 years - -
Inception +2,19 +59,31

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
1 year -0,09 +9,81
3 years +2,85 +12,42
5 years - -
10 years - -
Inception +0,48 +10,73

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe A +5,00
Benchmark +10,29
Echiquier Climate & Biodiversity Impact Europe A +0,36
Benchmark +8,59
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 +14,72
Benchmark +18,17
Echiquier Climate & Biodiversity Impact Europe A +5,00
Benchmark +10,29
Echiquier Climate & Biodiversity Impact Europe A -0,09
Benchmark +9,81
Echiquier Climate & Biodiversity Impact Europe A +8,79
Benchmark +42,12
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A +2,19
Benchmark +59,31

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A -0,09
Benchmark +9,81
Echiquier Climate & Biodiversity Impact Europe A +2,85
Benchmark +12,42
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A +0,48
Benchmark +10,73

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 14,80 14,73 -0,12 -2,04 0,97 4,94
3 years 15,19 13,32 0,24 -1,72 1,08 5,39
5 years - - - - - -

Risk indicators (%)

Fund volatility 14,80
Index volatility 14,73
Sharpe ratio -0,12
Information ratio -2,04
Beta 0,97
Tracking Error 4,94
Fund volatility 15,19
Index volatility 13,32
Sharpe ratio 0,24
Information ratio -1,72
Beta 1,08
Tracking Error 5,39
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -

Characteristics

General characteristics of the fund
Fund Inception 15/12/2020
Investment management company La Financière de l'Echiquier
Legal form Sicav (subfund)
Classification Number of investment funds managed
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 subscribers
Tax included Including tax 1,80%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%
Management fees and other administrative and operating expenses
(based on the fund’s last fiscal year)
1,81%
Transaction costs
(based on the average of the fund’s last 3 fiscal years)
0,32%