Loader image
EQUITIES / LARGE CAP

Echiquier World Equity Growth​ A

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 2022

-12,28%

Annualized performance

+10,20%since inception
on 16/04/2010

AuM

900,9 € millions

Investment horizon

5 years

Risk level

6/7

As of 19/05/2022

Fund news

News 12/05/2021

Market News - Echiquier World Equity Growth

Fund Spotlight 15/01/2021

5 questions about... Echiquier World Equity Growth

Fund Managers

David Ross, CFA

Fund Manager

Nina Lagron, CFA

Fund Manager

Louis Bersin

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 World Equity Growth A Benchmark
2022 -12,28 -11,23
2021 +10,76 +27,54
2020 +16,36 +6,65
2019 +29,31 +28,93
2018 +0,83 -4,85
2017 +16,45 +8,90
2016 +4,02 +11,09
2015 +17,25 +8,72
2014 +12,60 +18,70
2013 +11,35 +17,61

Cumulative performance (%)

Echiquier World Equity Growth A Benchmark
3 months -7,26 -5,10
2022 -12,28 -11,23
1 year -3,24 +4,50
3 years +23,86 +35,41
5 years +54,76 +55,79
10 years +184,54 +198,97
Inception +223,86 +203,39

Annualised performance (%)

Echiquier World Equity Growth A Benchmark
1 year -3,24 +4,50
3 years +7,39 +10,62
5 years +9,12 +9,27
10 years +11,02 +11,57
Inception +10,20 +9,61

Calendar performance (%)

Echiquier World Equity Growth A -12,28
Benchmark -11,23
Echiquier World Equity Growth A +10,76
Benchmark +27,54
Echiquier World Equity Growth A +16,36
Benchmark +6,65
Echiquier World Equity Growth A +29,31
Benchmark +28,93
Echiquier World Equity Growth A +0,83
Benchmark -4,85
Echiquier World Equity Growth A +16,45
Benchmark +8,90
Echiquier World Equity Growth A +4,02
Benchmark +11,09
Echiquier World Equity Growth A +17,25
Benchmark +8,72
Echiquier World Equity Growth A +12,60
Benchmark +18,70
Echiquier World Equity Growth A +11,35
Benchmark +17,61

Cumulative performance (%)

Echiquier World Equity Growth A -7,26
Benchmark -5,10
Echiquier World Equity Growth A -12,28
Benchmark -11,23
Echiquier World Equity Growth A -3,24
Benchmark +4,50
Echiquier World Equity Growth A +23,86
Benchmark +35,41
Echiquier World Equity Growth A +54,76
Benchmark +55,79
Echiquier World Equity Growth A +184,54
Benchmark +198,97
Echiquier World Equity Growth A +223,86
Benchmark +203,39

Annualised performance (%)

Echiquier World Equity Growth A -3,24
Benchmark +4,50
Echiquier World Equity Growth A +7,39
Benchmark +10,62
Echiquier World Equity Growth A +9,12
Benchmark +9,27
Echiquier World Equity Growth A +11,02
Benchmark +11,57
Echiquier World Equity Growth A +10,20
Benchmark +9,61

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 12,82 10,67 -0,03 -1,30 1,06 6,11
3 years 17,02 17,26 0,62 -0,48 0,90 7,13
5 years 17,12 15,49 0,69 0,01 0,99 7,53

Risk indicators (%)

Fund volatility 12,82
Index volatility 10,67
Sharpe ratio -0,03
Information ratio -1,30
Beta 1,06
Tracking Error 6,11
Fund volatility 17,02
Index volatility 17,26
Sharpe ratio 0,62
Information ratio -0,48
Beta 0,90
Tracking Error 7,13
Fund volatility 17,12
Index volatility 15,49
Sharpe ratio 0,69
Information ratio 0,01
Beta 0,99
Tracking Error 7,53

Characteristics

General characteristics of the fund
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 Securities Services
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 16/04/2010
ISIN Code FR0010859769
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,25%
Maximum subscription fee 3,00%
Redemption fee 0,00%
Performance fee 15% of the positive difference between the fund performance (net of management fees) and the benchmark performance