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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

+14,45%

Annualized performance

+11,63%since inception
on 08/11/2013

AuM

60,9 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 26/03/2024

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 +14,72 +9,92
2024 +14,45 +9,59
1 year +28,95 +25,94
3 years +25,37 +32,43
5 years +68,40 +74,35
10 years +224,51 +194,19
Inception +213,41 +197,05

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year +28,86 +25,86
3 years +7,82 +9,81
5 years +10,97 +11,75
10 years +12,48 +11,38
Inception +11,63 +11,05

Calendar performance (%)

Echiquier World Equity Growth Fund B +14,45
Benchmark +9,59
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 +14,72
Benchmark +9,92
Echiquier World Equity Growth Fund B +14,45
Benchmark +9,59
Echiquier World Equity Growth Fund B +28,95
Benchmark +25,94
Echiquier World Equity Growth Fund B +25,37
Benchmark +32,43
Echiquier World Equity Growth Fund B +68,40
Benchmark +74,35
Echiquier World Equity Growth Fund B +224,51
Benchmark +194,19
Echiquier World Equity Growth Fund B +213,41
Benchmark +197,05

Annualised performance (%)

Echiquier World Equity Growth Fund B +28,86
Benchmark +25,86
Echiquier World Equity Growth Fund B +7,82
Benchmark +9,81
Echiquier World Equity Growth Fund B +10,97
Benchmark +11,75
Echiquier World Equity Growth Fund B +12,48
Benchmark +11,38
Echiquier World Equity Growth Fund B +11,63
Benchmark +11,05

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,17 9,89 2,41 0,66 1,00 5,23
3 years 13,59 12,41 0,57 -0,30 1,00 5,84
5 years 16,01 15,82 0,73 -0,13 0,93 6,57

Risk indicators (%)

Fund volatility 11,17
Index volatility 9,89
Sharpe ratio 2,41
Information ratio 0,66
Beta 1,00
Tracking Error 5,23
Fund volatility 13,59
Index volatility 12,41
Sharpe ratio 0,57
Information ratio -0,30
Beta 1,00
Tracking Error 5,84
Fund volatility 16,01
Index volatility 15,82
Sharpe ratio 0,73
Information ratio -0,13
Beta 0,93
Tracking Error 6,57

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Legal form Sicav (subfund)
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%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%