Echiquier Major SRI Growth Europe I
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.
Class I - FR0011188275 - NAV : 2 808,93€
As of 27/11/2023
Fund news
Fund Stories - Echiquier Major SRI Growth Europe
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Fund Managers
Fund Manager
A graduate of EDHEC, Adrien began his career at Credit Suisse in London as a sell-side analyst in 1997. In 2005, he took over the analysis of the hardware and semiconductors sector. He joined Alliance Trust Investments in 2012 as Investment Manager in the global fund management team, before joining the SRI team and becoming co-manager of global funds in 2016. Adrien became a partner at Lion Trust Asset Management when it was acquired by ATI, before joining La Financière de l'Échiquier as fund manager of Echiquier Major SRI Growth Europe at the end of 2017. In 2020, he takes over the European large caps growth SRI equities team.
Fund Manager
A graduate of Paris 1 Panthéon Sorbonne with a Master’s in Finance and over 20 years of experience, Paul Merle, CIIA, began his career in 2001 at Banque CPR as a Results Controller, before joining Federis Gestion d'Actifs in 2003 and becoming Head of SRI analysis in 2010. In 2016, Paul joined La Banque Postale Asset Management as an SRI manager-analyst and in January 2019 became Sustainable Thematic Equity Manager. In December 2020, he became a European large-cap SRI growth equities fund manager at La Financière de l’Échiquier.
Performance
Price dataCalendar 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
Calendar performance (%)
| 2023 | |
| Echiquier Major SRI Growth Europe I | +15,52 |
| Benchmark | +10,87 |
| 2022 | |
| Echiquier Major SRI Growth Europe I | -21,90 |
| Benchmark | -9,49 |
| 2021 | |
| Echiquier Major SRI Growth Europe I | +26,22 |
| Benchmark | +25,13 |
| 2020 | |
| Echiquier Major SRI Growth Europe I | +7,94 |
| Benchmark | -3,32 |
| 2019 | |
| Echiquier Major SRI Growth Europe I | +42,38 |
| Benchmark | +26,05 |
| 2018 | |
| Echiquier Major SRI Growth Europe I | -6,52 |
| Benchmark | -10,57 |
| 2017 | |
| Echiquier Major SRI Growth Europe I | +11,87 |
| Benchmark | +10,24 |
| 2016 | |
| Echiquier Major SRI Growth Europe I | -2,05 |
| Benchmark | +2,58 |
| 2015 | |
| Echiquier Major SRI Growth Europe I | +9,84 |
| Benchmark | +8,22 |
| 2014 | |
| Echiquier Major SRI Growth Europe I | +6,52 |
| Benchmark | +6,84 |
Cumulative performance (%)
| 3 months | |
| Echiquier Major SRI Growth Europe I | +3,70 |
| Benchmark | +1,76 |
| 2023 | |
| Echiquier Major SRI Growth Europe I | +15,52 |
| Benchmark | +10,87 |
| 1 year | |
| Echiquier Major SRI Growth Europe I | +8,77 |
| Benchmark | +6,99 |
| 3 years | |
| Echiquier Major SRI Growth Europe I | +16,48 |
| Benchmark | +27,22 |
| 5 years | |
| Echiquier Major SRI Growth Europe I | +66,01 |
| Benchmark | +44,57 |
| 10 years | |
| Echiquier Major SRI Growth Europe I | +111,99 |
| Benchmark | +81,35 |
| Inception | |
| Echiquier Major SRI Growth Europe I | +180,89 |
| Benchmark | +134,16 |
Annualised performance (%)
| 1 year | |
| Echiquier Major SRI Growth Europe I | +8,77 |
| Benchmark | +6,99 |
| 3 years | |
| Echiquier Major SRI Growth Europe I | +5,22 |
| Benchmark | +8,36 |
| 5 years | |
| Echiquier Major SRI Growth Europe I | +10,66 |
| Benchmark | +7,65 |
| 10 years | |
| Echiquier Major SRI Growth Europe I | +7,80 |
| Benchmark | +6,13 |
| Inception | |
| Echiquier Major SRI Growth Europe I | +9,14 |
| Benchmark | +7,47 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 13,91 |
| Index volatility | 13,41 |
| Sharpe ratio | 0,51 |
| Information ratio | 0,31 |
| Beta | 0,94 |
| Tracking Error | 5,87 |
| 3 years | |
| Fund volatility | 16,20 |
| Index volatility | 13,92 |
| Sharpe ratio | 0,37 |
| Information ratio | -0,37 |
| Beta | 1,02 |
| Tracking Error | 7,76 |
| 5 years | |
| Fund volatility | 18,40 |
| Index volatility | 18,07 |
| Sharpe ratio | 0,66 |
| Information ratio | 0,39 |
| Beta | 0,93 |
| Tracking Error | 7,45 |
Characteristics
| General characteristics of the fund | |
| Fund Inception | 11/03/2005 |
| 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 | 06/02/2012 |
| ISIN Code | FR0011188275 |
| SRI PRIIPS | 4/7 |
| Minimum subscription amount | 1 000 000 € |
| Investor profile | Intended essentially for institutional investors |
| Tax included Including tax | 1,00% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
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.