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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major European Leaders K EUR

Echiquier Major is a bottom up stock-picking fund. Its investment universe is European large-cap growth stocks that have an asserted position of leadership in their industry.

Performance 2024

+6,42%

Annualized performance

+7,42%since inception
on 17/01/2014

AuM

22,2 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 09/09/2024

Fund news

Market news 11/10/2021

Market News - Echiquier Major SRI Growth Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Marion Cohet-Boucheron

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 Major SRI Growth Europe Fund K Benchmark
3 months -3,11 -2,28
2024 +6,42 +8,97
1 year +13,59 +14,95
3 years +4,51 +20,10
5 years +45,75 +48,85
10 years +108,47 +89,45
Inception +114,29 +99,16

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund K Benchmark
1 year +13,55 +14,91
3 years +1,48 +6,29
5 years +7,82 +8,27
10 years +7,62 +6,59
Inception +7,42 +6,68

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund K +6,42
Benchmark +8,97
Echiquier Major SRI Growth Europe Fund K +20,02
Benchmark +15,83
Echiquier Major SRI Growth Europe Fund K -21,82
Benchmark -9,49
Echiquier Major SRI Growth Europe Fund K +25,60
Benchmark +25,13
Echiquier Major SRI Growth Europe Fund K +7,35
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund K +41,05
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund K -7,59
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund K +10,69
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund K -3,06
Benchmark +2,58
Echiquier Major SRI Growth Europe Fund K +8,44
Benchmark +8,22

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund K -3,11
Benchmark -2,28
Echiquier Major SRI Growth Europe Fund K +6,42
Benchmark +8,97
Echiquier Major SRI Growth Europe Fund K +13,59
Benchmark +14,95
Echiquier Major SRI Growth Europe Fund K +4,51
Benchmark +20,10
Echiquier Major SRI Growth Europe Fund K +45,75
Benchmark +48,85
Echiquier Major SRI Growth Europe Fund K +108,47
Benchmark +89,45
Echiquier Major SRI Growth Europe Fund K +114,29
Benchmark +99,16

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund K +13,55
Benchmark +14,91
Echiquier Major SRI Growth Europe Fund K +1,48
Benchmark +6,29
Echiquier Major SRI Growth Europe Fund K +7,82
Benchmark +8,27
Echiquier Major SRI Growth Europe Fund K +7,62
Benchmark +6,59
Echiquier Major SRI Growth Europe Fund K +7,42
Benchmark +6,68

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 12,96 11,38 1,04 -0,26 1,02 5,88
3 years 16,27 14,01 0,16 -0,61 1,03 7,51
5 years 18,31 17,94 0,53 -0,02 0,94 7,32

Risk indicators (%)

Fund volatility 12,96
Index volatility 11,38
Sharpe ratio 1,04
Information ratio -0,26
Beta 1,02
Tracking Error 5,88
Fund volatility 16,27
Index volatility 14,01
Sharpe ratio 0,16
Information ratio -0,61
Beta 1,03
Tracking Error 7,51
Fund volatility 18,31
Index volatility 17,94
Sharpe ratio 0,53
Information ratio -0,02
Beta 0,94
Tracking Error 7,32

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Investment management company La Financière de l'Echiquier
Legal form Sicav (subfund)
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Luxembourg
Fund Administrator BNP Paribas Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 17/01/2014
ISIN Code LU0969070282
SRI PRIIPS 4/7
Minimum subscription amount 100 000 €
Investor profile
Tax included Including tax 1,25%
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)
1,17%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,17%