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 : 3 161,84€
As of 10/07/2025
Fund news
Update on Echiquier Major SRI Growth Europe | December 2024
Update on... Echiquier Major SRI Growth Europe
Fund Managers
Fund Manager
A graduate of EDHEC business school, Adrien Bommelaer began his career in 1997 at Credit Suisse in London as a sell-side analyst. In 2005, he took over responsibility for analyzing the hardware and semiconductor sector. He then joined Alliance Trust Investments in 2012 as Investment Manager in the global funds management team, before joining the SRI team and becoming co-manager of the global funds in 2016. Adrien was appointed partner at Lion Trust asset management when ATI was acquired by it, before joining La Financière de l'Echiquier at the end of 2017 as European equity fund manager. In 2020, he took over responsibility for the European large cap SRI growth equity team, and in 2024, the year Tocqueville Finance and LFDE merged, became co-head of the Growth team as well as LFDE's Impact and Environment team.
Fund manager
A graduate of IESEG Paris with a master's degree in finance in 2013, Marion began her career as a sell-side equity analyst at Raymond James, before joining MainFirst Group. In October 2020, Marion joined La Financière de l'Échiquier's management team as a senior analyst. Since 2024, when Tocqueville Finance and LFDE merged, she has been a fund manager in LFDE's Growth team.
Fund manager
With a Master's degree in Finance from Paris 1 Panthéon Sorbonne and 20 years' experience, Paul Merle, CIIA, started in 2001 at Banque CPR 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 LBPAM as SRI manager-analyst and in January 2019 became sustainable thematic equity manager. In 2020, he joined La Financière de l'Echiquier as European large cap SRI growth equity manager. Since 2024, when Tocqueville Finance and LFDE merged, he has been part of LFDE's Growth team as well as its Impact and Environment team.
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 (%)
| 2025 | |
| Echiquier Major SRI Growth Europe I | -1,87 |
| Benchmark | +9,76 |
| 2024 | |
| Echiquier Major SRI Growth Europe I | +10,24 |
| Benchmark | +8,59 |
| 2023 | |
| Echiquier Major SRI Growth Europe I | +20,19 |
| Benchmark | +15,83 |
| 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 |
Cumulative performance (%)
| 3 months | |
| Echiquier Major SRI Growth Europe I | +9,24 |
| Benchmark | +13,54 |
| 2025 | |
| Echiquier Major SRI Growth Europe I | -1,87 |
| Benchmark | +9,76 |
| 1 year | |
| Echiquier Major SRI Growth Europe I | -0,31 |
| Benchmark | +7,70 |
| 3 years | |
| Echiquier Major SRI Growth Europe I | +26,35 |
| Benchmark | +42,11 |
| 5 years | |
| Echiquier Major SRI Growth Europe I | +36,71 |
| Benchmark | +70,28 |
| 10 years | |
| Echiquier Major SRI Growth Europe I | +91,53 |
| Benchmark | +81,19 |
| Inception | |
| Echiquier Major SRI Growth Europe I | +216,18 |
| Benchmark | +191,56 |
Annualised performance (%)
| 1 year | |
| Echiquier Major SRI Growth Europe I | -0,31 |
| Benchmark | +7,70 |
| 3 years | |
| Echiquier Major SRI Growth Europe I | +8,10 |
| Benchmark | +12,42 |
| 5 years | |
| Echiquier Major SRI Growth Europe I | +6,45 |
| Benchmark | +11,23 |
| 10 years | |
| Echiquier Major SRI Growth Europe I | +6,71 |
| Benchmark | +6,12 |
| Inception | |
| Echiquier Major SRI Growth Europe I | +8,95 |
| Benchmark | +8,29 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 16,90 |
| Index volatility | 14,71 |
| Sharpe ratio | -0,01 |
| Information ratio | -1,14 |
| Beta | 1,04 |
| Tracking Error | 6,98 |
| 3 years | |
| Fund volatility | 15,26 |
| Index volatility | 13,32 |
| Sharpe ratio | 0,59 |
| Information ratio | -0,68 |
| Beta | 1,03 |
| Tracking Error | 6,71 |
| 5 years | |
| Fund volatility | 15,97 |
| Index volatility | 14,15 |
| Sharpe ratio | 0,49 |
| Information ratio | -0,59 |
| Beta | 1,00 |
| Tracking Error | 7,39 |
Characteristics
| General characteristics of the fund | |
| Fund Inception | 11/03/2005 |
| 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 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 | Reserved for institutional investors |
| Tax included Including tax | 1,00% |
| 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) |
0,70% |
| Transaction costs (based on the average of the fund’s last 3 fiscal years) |
0,41% |
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.