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EQUITIES / ALL CAP

Echiquier Climate & Biodiversity Impact Europe G

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

+5,19%

Annualized performance

+1,25%since inception
on 15/12/2020

AuM

108,9 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 27/03/2024

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 G Benchmark
3 months +4,97 +7,57
2024 +5,19 +7,42
1 year +10,45 +17,97
3 years +0,55 +30,85
5 years - -
10 years - -
Inception +4,15 +42,89

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G Benchmark
1 year +10,42 +17,91
3 years +0,18 +9,37
5 years - -
10 years - -
Inception +1,25 +11,49

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe G +5,19
Benchmark +7,42
Echiquier Climate & Biodiversity Impact Europe G +9,93
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe G -24,07
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe G +16,38
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe G +4,97
Benchmark +7,57
Echiquier Climate & Biodiversity Impact Europe G +5,19
Benchmark +7,42
Echiquier Climate & Biodiversity Impact Europe G +10,45
Benchmark +17,97
Echiquier Climate & Biodiversity Impact Europe G +0,55
Benchmark +30,85
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G +4,15
Benchmark +42,89

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G +10,42
Benchmark +17,91
Echiquier Climate & Biodiversity Impact Europe G +0,18
Benchmark +9,37
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G +1,25
Benchmark +11,49

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,30 11,45 0,63 -1,60 1,09 4,65
3 years 16,24 13,47 0,01 -1,34 1,11 6,61
5 years - - - - - -

Risk indicators (%)

Fund volatility 13,30
Index volatility 11,45
Sharpe ratio 0,63
Information ratio -1,60
Beta 1,09
Tracking Error 4,65
Fund volatility 16,24
Index volatility 13,47
Sharpe ratio 0,01
Information ratio -1,34
Beta 1,11
Tracking Error 6,61
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 FR0013517281
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile For marketing by financial intermediaries only
Tax included Including tax 1,35%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%