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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 2023

+4,44%

Annualized performance

+9,81%since inception
on 08/11/2013

AuM

42,3 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 28/03/2023

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

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.

Cumulative performance (%)

Echiquier World Equity Growth Fund B Benchmark
3 months +4,56 +2,90
2023 +4,44 +2,48
1 year -11,37 -9,16
3 years +41,24 +54,06
5 years +49,00 +55,90
10 years - -
Inception +140,75 +135,26

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year -11,37 -9,16
3 years +12,20 +15,50
5 years +8,30 +9,28
10 years - -
Inception +9,81 +9,54

Calendar performance (%)

Echiquier World Equity Growth Fund B +4,44
Benchmark +2,48
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
Echiquier World Equity Growth Fund B +12,44
Benchmark +18,70

Cumulative performance (%)

Echiquier World Equity Growth Fund B +4,56
Benchmark +2,90
Echiquier World Equity Growth Fund B +4,44
Benchmark +2,48
Echiquier World Equity Growth Fund B -11,37
Benchmark -9,16
Echiquier World Equity Growth Fund B +41,24
Benchmark +54,06
Echiquier World Equity Growth Fund B +49,00
Benchmark +55,90
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +140,75
Benchmark +135,26

Annualised performance (%)

Echiquier World Equity Growth Fund B -11,37
Benchmark -9,16
Echiquier World Equity Growth Fund B +12,20
Benchmark +15,50
Echiquier World Equity Growth Fund B +8,30
Benchmark +9,28
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +9,81
Benchmark +9,54

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,69 15,75 -0,51 -0,19 0,97 6,64
3 years 15,41 14,92 0,92 -0,45 0,94 6,58
5 years 17,37 16,23 0,58 -0,11 0,98 7,24

Risk indicators (%)

Fund volatility 16,69
Index volatility 15,75
Sharpe ratio -0,51
Information ratio -0,19
Beta 0,97
Tracking Error 6,64
Fund volatility 15,41
Index volatility 14,92
Sharpe ratio 0,92
Information ratio -0,45
Beta 0,94
Tracking Error 6,58
Fund volatility 17,37
Index volatility 16,23
Sharpe ratio 0,58
Information ratio -0,11
Beta 0,98
Tracking Error 7,24

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Legal form Sicav (sub-fund)
Reference indicator MSCI ACWI NET RETURN EUR
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%