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EQUITIES / LARGE CAP

Echiquier Major SRI Growth Europe G

Echiquier Major SRI Growth Europe is an SRI fund invested in European large cap growth stocks which are sector leaders, and are selected for the quality of their governance and their environmental and social policies.

Performance 2023

+9,98%

Annualized performance

+7,13%since inception
on 22/02/2008

AuM

824,1 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 03/02/2023

Fund news

Fund Spotlight 23/02/2022

Fund Stories - Echiquier Major SRI Growth Europe

Market news 11/10/2021

Market News - Echiquier Major SRI Growth Europe

Fund Managers

Adrien Bommelaer

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.
The performance of the fund and the benchmark take dividend payments into account (as of 2013). However, until 2012, the benchmark did not reflect income Until 31 December 2012, the benchmark was the STOXX Europe 600

Cumulative performance (%)

Echiquier Major SRI Growth Europe G Benchmark
3 months +12,20 +12,63
2023 +9,98 +8,50
1 year -4,17 +1,48
3 years +12,95 +20,07
5 years +50,30 +34,33
10 years +115,34 +103,51
Inception +180,01 +83,43

Annualised performance (%)

Echiquier Major SRI Growth Europe G Benchmark
1 year -4,17 +1,48
3 years +4,14 +6,28
5 years +8,49 +6,08
10 years +7,97 +7,36
Inception +7,13 +4,14

Calendar performance (%)

Echiquier Major SRI Growth Europe G +9,98
Benchmark +8,50
Echiquier Major SRI Growth Europe G -22,35
Benchmark -9,49
Echiquier Major SRI Growth Europe G +25,48
Benchmark +25,13
Echiquier Major SRI Growth Europe G +7,29
Benchmark -3,32
Echiquier Major SRI Growth Europe G +41,70
Benchmark +26,05
Echiquier Major SRI Growth Europe G -7,31
Benchmark -10,57
Echiquier Major SRI Growth Europe G +10,80
Benchmark +10,24
Echiquier Major SRI Growth Europe G -3,03
Benchmark +2,58
Echiquier Major SRI Growth Europe G +8,50
Benchmark +8,22
Echiquier Major SRI Growth Europe G +5,57
Benchmark +6,84

Cumulative performance (%)

Echiquier Major SRI Growth Europe G +12,20
Benchmark +12,63
Echiquier Major SRI Growth Europe G +9,98
Benchmark +8,50
Echiquier Major SRI Growth Europe G -4,17
Benchmark +1,48
Echiquier Major SRI Growth Europe G +12,95
Benchmark +20,07
Echiquier Major SRI Growth Europe G +50,30
Benchmark +34,33
Echiquier Major SRI Growth Europe G +115,34
Benchmark +103,51
Echiquier Major SRI Growth Europe G +180,01
Benchmark +83,43

Annualised performance (%)

Echiquier Major SRI Growth Europe G -4,17
Benchmark +1,48
Echiquier Major SRI Growth Europe G +4,14
Benchmark +6,28
Echiquier Major SRI Growth Europe G +8,49
Benchmark +6,08
Echiquier Major SRI Growth Europe G +7,97
Benchmark +7,36
Echiquier Major SRI Growth Europe G +7,13
Benchmark +4,14

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 20,45 17,45 -0,04 -0,59 1,06 8,63
3 years 21,43 21,07 0,27 -0,25 0,94 8,40
5 years 18,57 17,97 0,64 0,35 0,95 7,42

Risk indicators (%)

Fund volatility 20,45
Index volatility 17,45
Sharpe ratio -0,04
Information ratio -0,59
Beta 1,06
Tracking Error 8,63
Fund volatility 21,43
Index volatility 21,07
Sharpe ratio 0,27
Information ratio -0,25
Beta 0,94
Tracking Error 8,40
Fund volatility 18,57
Index volatility 17,97
Sharpe ratio 0,64
Information ratio 0,35
Beta 0,95
Tracking Error 7,42

Characteristics

General characteristics of the fund
Fund Inception 22/02/2008
Legal form Sicav (sub-fund)
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 8
Share class characteristics
Fund Inception 06/02/2022
ISIN Code FR0010581728
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile For marketing by financial intermediaries only
Tax included Including tax 1,35%
Maximum subscription fee 3,00%
Redemption fee 0,00%