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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major SRI Growth Europe Fund B 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 2025

+9,96%

Annualized performance

+7,50%since inception
on 08/11/2013

AuM

24,7 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 13/02/2025

Fund news

Fund Spotlight 11/12/2024

Update on Echiquier Major SRI Growth Europe | December 2024

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 B Benchmark
3 months +11,08 +10,92
2025 +9,96 +9,45
1 year +16,34 +17,67
3 years +27,20 +28,36
5 years +38,03 +45,56
10 years +92,15 +88,69
Inception +126,03 +126,23

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
1 year +16,29 +17,62
3 years +8,34 +8,67
5 years +6,65 +7,79
10 years +6,74 +6,55
Inception +7,50 +7,51

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund B +9,96
Benchmark +9,45
Echiquier Major SRI Growth Europe Fund B +9,17
Benchmark +8,59
Echiquier Major SRI Growth Europe Fund B +19,13
Benchmark +15,83
Echiquier Major SRI Growth Europe Fund B -22,40
Benchmark -9,49
Echiquier Major SRI Growth Europe Fund B +24,67
Benchmark +25,13
Echiquier Major SRI Growth Europe Fund B +6,55
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund B +39,84
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund B -8,56
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund B +9,58
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund B -4,05
Benchmark +2,58

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund B +11,08
Benchmark +10,92
Echiquier Major SRI Growth Europe Fund B +9,96
Benchmark +9,45
Echiquier Major SRI Growth Europe Fund B +16,34
Benchmark +17,67
Echiquier Major SRI Growth Europe Fund B +27,20
Benchmark +28,36
Echiquier Major SRI Growth Europe Fund B +38,03
Benchmark +45,56
Echiquier Major SRI Growth Europe Fund B +92,15
Benchmark +88,69
Echiquier Major SRI Growth Europe Fund B +126,03
Benchmark +126,23

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B +16,29
Benchmark +17,62
Echiquier Major SRI Growth Europe Fund B +8,34
Benchmark +8,67
Echiquier Major SRI Growth Europe Fund B +6,65
Benchmark +7,79
Echiquier Major SRI Growth Europe Fund B +6,74
Benchmark +6,55
Echiquier Major SRI Growth Europe Fund B +7,50
Benchmark +7,51

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 12,80 10,83 1,01 -0,44 1,06 5,62
3 years 15,64 13,85 0,56 -0,03 1,02 6,79
5 years 18,37 17,91 0,44 -0,17 0,94 7,45

Risk indicators (%)

Fund volatility 12,80
Index volatility 10,83
Sharpe ratio 1,01
Information ratio -0,44
Beta 1,06
Tracking Error 5,62
Fund volatility 15,64
Index volatility 13,85
Sharpe ratio 0,56
Information ratio -0,03
Beta 1,02
Tracking Error 6,79
Fund volatility 18,37
Index volatility 17,91
Sharpe ratio 0,44
Information ratio -0,17
Beta 0,94
Tracking Error 7,45

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 08/11/2013
ISIN Code LU0969070365
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All subscribers
Tax included Including tax 1,75%
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)
1,92%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,00%