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EQUITIES / LARGE CAP

Echiquier World Equity Growth Fund B EUR

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 2024

+10,92%

Annualized performance

+11,39%since inception
on 08/11/2013

AuM

58,1 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 23/02/2024

Fund news

Fund Spotlight 14/03/2023

Market Update - Echiquier World Equity Growth

Fund Spotlight 13/06/2022

Market Update - Echiquier World Equity Growth

Fund Managers

David Ross, CFA

Fund Manager

Nina Lagron, 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 World Equity Growth Fund B Benchmark
3 months +13,13 +11,30
2024 +10,92 +7,04
1 year +23,99 +19,34
3 years +22,43 +33,40
5 years +66,44 +72,47
10 years +209,59 +186,18
Inception +203,74 +190,11

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year +23,99 +19,34
3 years +6,98 +10,08
5 years +10,72 +11,51
10 years +11,96 +11,08
Inception +11,39 +10,90

Calendar performance (%)

Echiquier World Equity Growth Fund B +10,92
Benchmark +7,04
Echiquier World Equity Growth Fund B +18,79
Benchmark +18,06
Echiquier World Equity Growth Fund B -15,54
Benchmark -13,01
Echiquier World Equity Growth Fund B +11,88
Benchmark +27,54
Echiquier World Equity Growth Fund B +18,12
Benchmark +6,65
Echiquier World Equity Growth Fund B +27,93
Benchmark +28,93
Echiquier World Equity Growth Fund B +0,49
Benchmark -4,85
Echiquier World Equity Growth Fund B +16,17
Benchmark +8,90
Echiquier World Equity Growth Fund B +3,95
Benchmark +11,09
Echiquier World Equity Growth Fund B +17,06
Benchmark +8,72

Cumulative performance (%)

Echiquier World Equity Growth Fund B +13,13
Benchmark +11,30
Echiquier World Equity Growth Fund B +10,92
Benchmark +7,04
Echiquier World Equity Growth Fund B +23,99
Benchmark +19,34
Echiquier World Equity Growth Fund B +22,43
Benchmark +33,40
Echiquier World Equity Growth Fund B +66,44
Benchmark +72,47
Echiquier World Equity Growth Fund B +209,59
Benchmark +186,18
Echiquier World Equity Growth Fund B +203,74
Benchmark +190,11

Annualised performance (%)

Echiquier World Equity Growth Fund B +23,99
Benchmark +19,34
Echiquier World Equity Growth Fund B +6,98
Benchmark +10,08
Echiquier World Equity Growth Fund B +10,72
Benchmark +11,51
Echiquier World Equity Growth Fund B +11,96
Benchmark +11,08
Echiquier World Equity Growth Fund B +11,39
Benchmark +10,90

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,54 10,78 1,93 0,90 0,94 5,62
3 years 13,59 12,45 0,57 -0,50 0,99 5,86
5 years 16,05 15,81 0,72 -0,14 0,93 6,60

Risk indicators (%)

Fund volatility 11,54
Index volatility 10,78
Sharpe ratio 1,93
Information ratio 0,90
Beta 0,94
Tracking Error 5,62
Fund volatility 13,59
Index volatility 12,45
Sharpe ratio 0,57
Information ratio -0,50
Beta 0,99
Tracking Error 5,86
Fund volatility 16,05
Index volatility 15,81
Sharpe ratio 0,72
Information ratio -0,14
Beta 0,93
Tracking Error 6,60

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Legal form Sicav (subfund)
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Luxembourg
Fund Administrator BNP Paribas Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 08/11/2013
ISIN Code LU0969070019
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,75%
Maximum subscription fee 3,00%
Redemption fee 0,00%