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EQUITIES / LARGE CAP

Echiquier World Equity Growth​ I

Echiquier World Equity Growth is a stock-picking fund invested in large international stocks that are highly exposed to global growth and enjoy a clear global leadership in their respective markets.

Performance 2023

+7,58%

Annualized performance

+12,30%since inception
on 06/02/2012

AuM

980,4 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 07/02/2023

Fund news

Fund Spotlight 13/06/2022

Market Update - Echiquier World Equity Growth

News 12/05/2021

Market News - Echiquier World Equity Growth

Fund Managers

David Ross, CFA

Fund Manager

Nina Lagron, CFA

Fund Manager

Louis Bersin

Fund manager / Senior Analyst

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 World Equity Growth I Benchmark
3 months +2,85 +4,62
2023 +7,58 +8,00
1 year -3,80 -0,69
3 years +16,85 +22,90
5 years +64,02 +60,28
10 years +225,96 +180,08
Inception +258,79 +205,91

Annualised performance (%)

Echiquier World Equity Growth I Benchmark
1 year -3,80 -0,69
3 years +5,32 +7,11
5 years +10,40 +9,89
10 years +12,54 +10,84
Inception +12,30 +10,69

Calendar performance (%)

Echiquier World Equity Growth I +7,58
Benchmark +8,00
Echiquier World Equity Growth I -14,80
Benchmark -13,01
Echiquier World Equity Growth I +12,64
Benchmark +27,54
Echiquier World Equity Growth I +20,22
Benchmark +6,65
Echiquier World Equity Growth I +32,20
Benchmark +28,93
Echiquier World Equity Growth I +3,22
Benchmark -4,85
Echiquier World Equity Growth I +19,19
Benchmark +8,90
Echiquier World Equity Growth I +6,10
Benchmark +11,09
Echiquier World Equity Growth I +19,78
Benchmark +8,72
Echiquier World Equity Growth I +14,94
Benchmark +18,70

Cumulative performance (%)

Echiquier World Equity Growth I +2,85
Benchmark +4,62
Echiquier World Equity Growth I +7,58
Benchmark +8,00
Echiquier World Equity Growth I -3,80
Benchmark -0,69
Echiquier World Equity Growth I +16,85
Benchmark +22,90
Echiquier World Equity Growth I +64,02
Benchmark +60,28
Echiquier World Equity Growth I +225,96
Benchmark +180,08
Echiquier World Equity Growth I +258,79
Benchmark +205,91

Annualised performance (%)

Echiquier World Equity Growth I -3,80
Benchmark -0,69
Echiquier World Equity Growth I +5,32
Benchmark +7,11
Echiquier World Equity Growth I +10,40
Benchmark +9,89
Echiquier World Equity Growth I +12,54
Benchmark +10,84
Echiquier World Equity Growth I +12,30
Benchmark +10,69

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,38 16,18 -0,19 -0,43 1,07 6,39
3 years 18,32 18,49 0,39 -0,24 0,92 7,10
5 years 18,04 16,40 0,71 0,13 1,01 7,34

Risk indicators (%)

Fund volatility 18,38
Index volatility 16,18
Sharpe ratio -0,19
Information ratio -0,43
Beta 1,07
Tracking Error 6,39
Fund volatility 18,32
Index volatility 18,49
Sharpe ratio 0,39
Information ratio -0,24
Beta 0,92
Tracking Error 7,10
Fund volatility 18,04
Index volatility 16,40
Sharpe ratio 0,71
Information ratio 0,13
Beta 1,01
Tracking Error 7,34

Characteristics

General characteristics of the fund
Fund Inception 06/02/2012
Legal form Sicav (sub-fund)
Classification International equity
Reference indicator MSCI ACWI NET RETURN EUR
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 08/02/2022
ISIN Code FR0011188267
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%