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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

-4,80%

Annualized performance

+5,95%since inception
on 08/11/2013

AuM

21,3 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 19/06/2025

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 -6,01 -2,12
2025 -4,80 +7,54
1 year -3,60 +6,57
3 years +27,40 +43,79
5 years +30,31 +67,55
10 years +62,11 +79,05
Inception +95,68 +122,29

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
1 year -3,60 +6,57
3 years +8,40 +12,86
5 years +5,44 +10,87
10 years +4,95 +5,99
Inception +5,95 +7,12

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund B -4,80
Benchmark +7,54
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 -6,01
Benchmark -2,12
Echiquier Major SRI Growth Europe Fund B -4,80
Benchmark +7,54
Echiquier Major SRI Growth Europe Fund B -3,60
Benchmark +6,57
Echiquier Major SRI Growth Europe Fund B +27,40
Benchmark +43,79
Echiquier Major SRI Growth Europe Fund B +30,31
Benchmark +67,55
Echiquier Major SRI Growth Europe Fund B +62,11
Benchmark +79,05
Echiquier Major SRI Growth Europe Fund B +95,68
Benchmark +122,29

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B -3,60
Benchmark +6,57
Echiquier Major SRI Growth Europe Fund B +8,40
Benchmark +12,86
Echiquier Major SRI Growth Europe Fund B +5,44
Benchmark +10,87
Echiquier Major SRI Growth Europe Fund B +4,95
Benchmark +5,99
Echiquier Major SRI Growth Europe Fund B +5,95
Benchmark +7,12

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,53 14,63 -0,03 -1,53 1,03 6,93
3 years 15,35 13,42 0,68 -0,60 1,03 6,75
5 years 15,79 14,18 0,47 -0,70 0,99 7,34

Risk indicators (%)

Fund volatility 16,53
Index volatility 14,63
Sharpe ratio -0,03
Information ratio -1,53
Beta 1,03
Tracking Error 6,93
Fund volatility 15,35
Index volatility 13,42
Sharpe ratio 0,68
Information ratio -0,60
Beta 1,03
Tracking Error 6,75
Fund volatility 15,79
Index volatility 14,18
Sharpe ratio 0,47
Information ratio -0,70
Beta 0,99
Tracking Error 7,34

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)
1,96%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,20%