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EQUITIES / ALL CAP

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 2022

-19,11%

Annualized performance

+4,93%since inception
on 07/11/2017

AuM

461,1 € millions

Investment horizon

5 years

Risk level

6/7

As of 06/12/2022

Fund news

SRI News 13/07/2022

Time for action

Fund Spotlight 07/10/2021

Fund stories - Echiquier Positive Impact Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier

Fund manager / Senior Analyst

Paul Merle

Fund Manager

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 (%)

Echiquier Positive Impact Europe I Benchmark
2022 -19,11 -6,46
2021 +17,32 +25,13
2020 +17,08 -3,32
2019 +33,95 +26,05
2018 -12,85 -10,57

Cumulative performance (%)

Echiquier Positive Impact Europe I Benchmark
3 months +4,05 +6,21
2022 -19,11 -6,46
1 year -14,93 -2,71
3 years +12,60 +15,55
5 years +31,11 +28,54
10 years - -
Inception +27,74 +26,04

Annualised performance (%)

Echiquier Positive Impact Europe I Benchmark
1 year -14,93 -2,71
3 years +4,03 +4,93
5 years +5,56 +5,15
10 years - -
Inception +4,93 +4,66

Calendar performance (%)

Echiquier Positive Impact Europe I -19,11
Benchmark -6,46
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 +4,05
Benchmark +6,21
Echiquier Positive Impact Europe I -19,11
Benchmark -6,46
Echiquier Positive Impact Europe I -14,93
Benchmark -2,71
Echiquier Positive Impact Europe I +12,60
Benchmark +15,55
Echiquier Positive Impact Europe I +31,11
Benchmark +28,54
Echiquier Positive Impact Europe I -
Benchmark -
Echiquier Positive Impact Europe I +27,74
Benchmark +26,04

Annualised performance (%)

Echiquier Positive Impact Europe I -14,93
Benchmark -2,71
Echiquier Positive Impact Europe I +4,03
Benchmark +4,93
Echiquier Positive Impact Europe I +5,56
Benchmark +5,15
Echiquier Positive Impact Europe I -
Benchmark -
Echiquier Positive Impact Europe I +4,93
Benchmark +4,66

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 21,59 16,81 -0,49 -1,33 1,18 8,95
3 years 20,40 20,96 0,36 -0,10 0,89 8,63
5 years 17,76 17,98 0,44 0,07 0,90 7,46

Risk indicators (%)

Fund volatility 21,59
Index volatility 16,81
Sharpe ratio -0,49
Information ratio -1,33
Beta 1,18
Tracking Error 8,95
Fund volatility 20,40
Index volatility 20,96
Sharpe ratio 0,36
Information ratio -0,10
Beta 0,89
Tracking Error 8,63
Fund volatility 17,76
Index volatility 17,98
Sharpe ratio 0,44
Information ratio 0,07
Beta 0,90
Tracking Error 7,46

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 SA
Fund Administrator Société Générale
SFDR classification Article 9
Share class characteristics
Fund Inception 07/11/2017
ISIN Code FR0013286911
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%