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.
Class B - LU0969070365 - NAV : 174,24€
As of 12/08/2022
Fund news
Market News - Echiquier Major SRI Growth Europe
Fund Managers
Fund Manager
A graduate of the EDHEC Business School, Adrien Bommelaer began his career in 1997 as a sell-side analyst in London at Credit Suisse. In 2005, he became an analyst for the hardware and semiconductor sector. In 2012 he became a member of the global portfolio management team of Alliance Trust Investments before joining the Sustainability Investment Team. In 2016 he became the co-manager for global funds. Adrien was appointed partner at Lion Trust asset management when it acquired ATI. In 2017 he joined La Financière de l’Echiquier as co-manager of Echiquier Major SRI Growth Europe.
Performance
Price data
Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.
Calendar performance (%)
| 2022 | |
| Echiquier Major SRI Growth Europe Fund B | -14,46 |
| Benchmark | -6,67 |
| 2021 | |
| Echiquier Major SRI Growth Europe Fund B | +24,67 |
| Benchmark | +25,13 |
| 2020 | |
| Echiquier Major SRI Growth Europe Fund B | +6,55 |
| Benchmark | -3,32 |
| 2019 | |
| Echiquier Major SRI Growth Europe Fund B | +39,84 |
| Benchmark | +26,05 |
| 2018 | |
| Echiquier Major SRI Growth Europe Fund B | -8,56 |
| Benchmark | -10,57 |
| 2017 | |
| Echiquier Major SRI Growth Europe Fund B | +9,58 |
| Benchmark | +10,24 |
| 2016 | |
| Echiquier Major SRI Growth Europe Fund B | -4,05 |
| Benchmark | +2,58 |
| 2015 | |
| Echiquier Major SRI Growth Europe Fund B | +7,48 |
| Benchmark | +8,22 |
| 2014 | |
| Echiquier Major SRI Growth Europe Fund B | +4,33 |
| Benchmark | +6,84 |
Cumulative performance (%)
| 3 months | |
| Echiquier Major SRI Growth Europe Fund B | +6,59 |
| Benchmark | +4,68 |
| 2022 | |
| Echiquier Major SRI Growth Europe Fund B | -14,46 |
| Benchmark | -6,67 |
| 1 year | |
| Echiquier Major SRI Growth Europe Fund B | -9,58 |
| Benchmark | -3,50 |
| 3 years | |
| Echiquier Major SRI Growth Europe Fund B | +26,61 |
| Benchmark | +27,10 |
| 5 years | |
| Echiquier Major SRI Growth Europe Fund B | +49,11 |
| Benchmark | +33,71 |
| 10 years | |
| Echiquier Major SRI Growth Europe Fund B | - |
| Benchmark | - |
| Inception | |
| Echiquier Major SRI Growth Europe Fund B | +74,24 |
| Benchmark | +69,47 |
Annualised performance (%)
| 1 year | |
| Echiquier Major SRI Growth Europe Fund B | -9,58 |
| Benchmark | -3,50 |
| 3 years | |
| Echiquier Major SRI Growth Europe Fund B | +8,17 |
| Benchmark | +8,31 |
| 5 years | |
| Echiquier Major SRI Growth Europe Fund B | +8,31 |
| Benchmark | +5,98 |
| 10 years | |
| Echiquier Major SRI Growth Europe Fund B | - |
| Benchmark | - |
| Inception | |
| Echiquier Major SRI Growth Europe Fund B | +6,54 |
| Benchmark | +6,20 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 18,69 |
| Index volatility | 15,82 |
| Sharpe ratio | -0,43 |
| Information ratio | -0,60 |
| Beta | 1,01 |
| Tracking Error | 9,59 |
| 3 years | |
| Fund volatility | 20,37 |
| Index volatility | 20,63 |
| Sharpe ratio | 0,54 |
| Information ratio | -0,03 |
| Beta | 0,91 |
| Tracking Error | 8,03 |
| 5 years | |
| Fund volatility | 17,85 |
| Index volatility | 17,65 |
| Sharpe ratio | 0,58 |
| Information ratio | 0,34 |
| Beta | 0,93 |
| Tracking Error | 7,04 |
Characteristics
| General characteristics of the fund | |
| Legal form | Sicav (sub-fund) |
| Reference indicator | MSCI EUROPE NR |
| Investment horizon | 5 years |
| Periodicity and Listing currency | Daily (EUR) |
| Custodian | BNP Paribas Securities Services Luxembourg |
| Fund Administrator | BNP Paribas Securities Services Luxembourg |
| SFDR classification | Article 8 |
| Share class characteristics | |
| Fund Inception | 08/11/2013 |
| ISIN Code | LU0969070365 |
| Risk level | 6/7 |
| Minimum subscription amount | Null |
| Investor profile | All investors |
| Tax included Including tax | 1,75% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
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For more information on fees, please refer to the fund’s KIID and prospectus. |
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Legal information
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.