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EQUITIES / ALL CAP

Echiquier Positive Impact Europe A

Echiquier Positive Impact Europe is a bottom up stock-picking fund. It invests in European stocks caracterised by their good governance, the quality of their social and environmental policies and who contribute to the United Nations Sustainable Development Goals.

Performance 2023

+4,53%

Annualized performance

+7,05%since inception
on 19/03/2010

AuM

435,0 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 22/03/2023

Fund news

Fund Spotlight 19/01/2023

Echiquier Positive Impact Europe investment review

SRI News 13/07/2022

Time for action

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier

Fund manager / Senior Analyst

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

Cumulative performance (%)

Echiquier Positive Impact Europe A Benchmark
3 months +3,91 +5,28
2023 +4,53 +5,90
1 year -9,09 +0,69
3 years +36,67 +63,91
5 years +27,14 +37,37
10 years +95,05 +94,08
Inception +142,64 +139,79

Annualised performance (%)

Echiquier Positive Impact Europe A Benchmark
1 year -9,09 +0,69
3 years +10,97 +17,91
5 years +4,92 +6,55
10 years +6,91 +6,85
Inception +7,05 +6,95

Calendar performance (%)

Echiquier Positive Impact Europe A +4,53
Benchmark +5,90
Echiquier Positive Impact Europe A -22,80
Benchmark -9,49
Echiquier Positive Impact Europe A +16,38
Benchmark +25,13
Echiquier Positive Impact Europe A +16,14
Benchmark -3,32
Echiquier Positive Impact Europe A +32,89
Benchmark +26,05
Echiquier Positive Impact Europe A -13,56
Benchmark -10,57
Echiquier Positive Impact Europe A +17,51
Benchmark +10,24
Echiquier Positive Impact Europe A +3,97
Benchmark +2,58
Echiquier Positive Impact Europe A +12,95
Benchmark +8,22
Echiquier Positive Impact Europe A +1,35
Benchmark +6,84

Cumulative performance (%)

Echiquier Positive Impact Europe A +3,91
Benchmark +5,28
Echiquier Positive Impact Europe A +4,53
Benchmark +5,90
Echiquier Positive Impact Europe A -9,09
Benchmark +0,69
Echiquier Positive Impact Europe A +36,67
Benchmark +63,91
Echiquier Positive Impact Europe A +27,14
Benchmark +37,37
Echiquier Positive Impact Europe A +95,05
Benchmark +94,08
Echiquier Positive Impact Europe A +142,64
Benchmark +139,79

Annualised performance (%)

Echiquier Positive Impact Europe A -9,09
Benchmark +0,69
Echiquier Positive Impact Europe A +10,97
Benchmark +17,91
Echiquier Positive Impact Europe A +4,92
Benchmark +6,55
Echiquier Positive Impact Europe A +6,91
Benchmark +6,85
Echiquier Positive Impact Europe A +7,05
Benchmark +6,95

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 19,39 15,46 -0,44 -1,15 1,16 7,72
3 years 17,65 16,77 0,70 -0,80 0,93 8,20
5 years 17,60 17,87 0,38 -0,22 0,90 7,46

Risk indicators (%)

Fund volatility 19,39
Index volatility 15,46
Sharpe ratio -0,44
Information ratio -1,15
Beta 1,16
Tracking Error 7,72
Fund volatility 17,65
Index volatility 16,77
Sharpe ratio 0,70
Information ratio -0,80
Beta 0,93
Tracking Error 8,20
Fund volatility 17,60
Index volatility 17,87
Sharpe ratio 0,38
Information ratio -0,22
Beta 0,90
Tracking Error 7,46

Characteristics

General characteristics of the fund
Fund Inception 19/03/2010
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 9
Share class characteristics
Fund Inception 19/03/2010
ISIN Code FR0010863688
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%