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EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

Echiquier Positive Impact Europe I

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 2025

-0,10%

Annualized performance

+5,90%since inception
on 07/11/2017

AuM

443,4 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 19/06/2025

Fund news

Fund Spotlight 15/07/2024

Update on... Echiquier Positive Impact Europe | July 2024

Market news 22/03/2024

Market news - Echiquier Positive Impact Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Paul Merle, CIIA

Fund Manager

Luc Olivier, CFA

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.

Cumulative performance (%)

Echiquier Positive Impact Europe I Benchmark
3 months -2,42 -2,12
2025 -0,10 +7,54
1 year -3,33 +6,57
3 years +29,92 +43,79
5 years +31,12 +67,55
10 years - -
Inception +54,82 +64,96

Annualised performance (%)

Echiquier Positive Impact Europe I Benchmark
1 year -3,33 +6,57
3 years +9,11 +12,86
5 years +5,57 +10,87
10 years - -
Inception +5,90 +6,79

Calendar performance (%)

Echiquier Positive Impact Europe I -0,10
Benchmark +7,54
Echiquier Positive Impact Europe I +7,07
Benchmark +8,59
Echiquier Positive Impact Europe I +17,79
Benchmark +15,83
Echiquier Positive Impact Europe I -22,18
Benchmark -9,49
Echiquier Positive Impact Europe I +17,32
Benchmark +25,13
Echiquier Positive Impact Europe I +17,08
Benchmark -3,32
Echiquier Positive Impact Europe I +33,95
Benchmark +26,05
Echiquier Positive Impact Europe I -12,85
Benchmark -10,57

Cumulative performance (%)

Echiquier Positive Impact Europe I -2,42
Benchmark -2,12
Echiquier Positive Impact Europe I -0,10
Benchmark +7,54
Echiquier Positive Impact Europe I -3,33
Benchmark +6,57
Echiquier Positive Impact Europe I +29,92
Benchmark +43,79
Echiquier Positive Impact Europe I +31,12
Benchmark +67,55
Echiquier Positive Impact Europe I -
Benchmark -
Echiquier Positive Impact Europe I +54,82
Benchmark +64,96

Annualised performance (%)

Echiquier Positive Impact Europe I -3,33
Benchmark +6,57
Echiquier Positive Impact Europe I +9,11
Benchmark +12,86
Echiquier Positive Impact Europe I +5,57
Benchmark +10,87
Echiquier Positive Impact Europe I -
Benchmark -
Echiquier Positive Impact Europe I +5,90
Benchmark +6,79

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 15,63 14,63 -0,02 -1,62 0,97 6,45
3 years 15,52 13,42 0,72 -0,50 1,04 6,77
5 years 15,82 14,18 0,47 -0,71 0,99 7,15

Risk indicators (%)

Fund volatility 15,63
Index volatility 14,63
Sharpe ratio -0,02
Information ratio -1,62
Beta 0,97
Tracking Error 6,45
Fund volatility 15,52
Index volatility 13,42
Sharpe ratio 0,72
Information ratio -0,50
Beta 1,04
Tracking Error 6,77
Fund volatility 15,82
Index volatility 14,18
Sharpe ratio 0,47
Information ratio -0,71
Beta 0,99
Tracking Error 7,15

Characteristics

General characteristics of the fund
Fund Inception 19/03/2010
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 9
Share class characteristics
Fund Inception 07/11/2017
ISIN Code FR0013286911
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)
1,01%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,29%