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 : 2 675,84€
As of 03/02/2023
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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 | +10,04 |
Benchmark | +8,50 |
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 | +12,36 |
Benchmark | +12,63 |
2023 | |
Echiquier Major SRI Growth Europe I | +10,04 |
Benchmark | +8,50 |
1 year | |
Echiquier Major SRI Growth Europe I | -3,61 |
Benchmark | +1,48 |
3 years | |
Echiquier Major SRI Growth Europe I | +14,97 |
Benchmark | +20,07 |
5 years | |
Echiquier Major SRI Growth Europe I | +54,97 |
Benchmark | +34,33 |
10 years | |
Echiquier Major SRI Growth Europe I | +131,31 |
Benchmark | +103,51 |
Inception | |
Echiquier Major SRI Growth Europe I | +167,58 |
Benchmark | +129,15 |
Annualised performance (%)
1 year | |
Echiquier Major SRI Growth Europe I | -3,61 |
Benchmark | +1,48 |
3 years | |
Echiquier Major SRI Growth Europe I | +4,75 |
Benchmark | +6,28 |
5 years | |
Echiquier Major SRI Growth Europe I | +9,15 |
Benchmark | +6,08 |
10 years | |
Echiquier Major SRI Growth Europe I | +8,74 |
Benchmark | +7,36 |
Inception | |
Echiquier Major SRI Growth Europe I | +9,36 |
Benchmark | +7,83 |
Risk indicators (%)
1 year | |
Fund volatility | 20,45 |
Index volatility | 17,45 |
Sharpe ratio | -0,02 |
Information ratio | -0,53 |
Beta | 1,06 |
Tracking Error | 8,64 |
3 years | |
Fund volatility | 21,43 |
Index volatility | 21,07 |
Sharpe ratio | 0,30 |
Information ratio | -0,18 |
Beta | 0,94 |
Tracking Error | 8,40 |
5 years | |
Fund volatility | 18,57 |
Index volatility | 17,97 |
Sharpe ratio | 0,68 |
Information ratio | 0,44 |
Beta | 0,95 |
Tracking Error | 7,41 |
Characteristics
General characteristics of the fund | |
Fund Inception | 06/02/2012 |
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 | 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