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 : 2 311,74€
As of 22/09/2022
Fund news
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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.
Fund Manager
With a Master's degree in Finance from Paris 1 Panthéon Sorbonne and 20 years of experience, Paul Merle, CIIA, started in 2001 at CPR Bank as Results Controller, before joining Federis Gestion d'Actifs in 2003, where he became Head of SRI analysis in 2010. In 2016, Paul Merle joined La Banque Postale Asset Management as SRI manager-analyst and became Fund Manager of Sustainable Thematic Equities in January 2019. He joined La Financière de l'Echiquier in 2020 as co-manager of Echiquier Climate Impact Europe and 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 I | -25,75 |
| Benchmark | -14,97 |
| 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 |
| 2013 | |
| Echiquier Major SRI Growth Europe I | +19,70 |
| Benchmark | +19,82 |
Cumulative performance (%)
| 3 months | |
| Echiquier Major SRI Growth Europe I | -2,49 |
| Benchmark | -0,78 |
| 2022 | |
| Echiquier Major SRI Growth Europe I | -25,75 |
| Benchmark | -14,97 |
| 1 year | |
| Echiquier Major SRI Growth Europe I | -21,69 |
| Benchmark | -9,84 |
| 3 years | |
| Echiquier Major SRI Growth Europe I | +9,86 |
| Benchmark | +8,87 |
| 5 years | |
| Echiquier Major SRI Growth Europe I | +34,87 |
| Benchmark | +18,22 |
| 10 years | |
| Echiquier Major SRI Growth Europe I | +110,10 |
| Benchmark | +84,97 |
| Inception | |
| Echiquier Major SRI Growth Europe I | +131,17 |
| Benchmark | +98,43 |
Annualised performance (%)
| 1 year | |
| Echiquier Major SRI Growth Europe I | -21,69 |
| Benchmark | -9,84 |
| 3 years | |
| Echiquier Major SRI Growth Europe I | +3,18 |
| Benchmark | +2,87 |
| 5 years | |
| Echiquier Major SRI Growth Europe I | +6,16 |
| Benchmark | +3,40 |
| 10 years | |
| Echiquier Major SRI Growth Europe I | +7,70 |
| Benchmark | +6,34 |
| Inception | |
| Echiquier Major SRI Growth Europe I | +8,20 |
| Benchmark | +6,66 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 20,13 |
| Index volatility | 16,29 |
| Sharpe ratio | -0,83 |
| Information ratio | -1,07 |
| Beta | 1,08 |
| Tracking Error | 9,83 |
| 3 years | |
| Fund volatility | 20,83 |
| Index volatility | 20,74 |
| Sharpe ratio | 0,34 |
| Information ratio | 0,10 |
| Beta | 0,93 |
| Tracking Error | 8,17 |
| 5 years | |
| Fund volatility | 18,24 |
| Index volatility | 17,76 |
| Sharpe ratio | 0,50 |
| Information ratio | 0,44 |
| Beta | 0,94 |
| Tracking Error | 7,26 |
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 |
| Fund Administrator | Société Générale |
| SFDR classification | Article 8 |
| Share class characteristics | |
| Fund Inception | 06/02/2012 |
| ISIN Code | FR0011188275 |
| Risk level | 6/7 |
| 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% |
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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.