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EQUITIES / LARGE CAP

Echiquier World Equity Growth Fund K 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

+4,61%

Annualized performance

+10,80%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 K Benchmark
3 months +4,75 +2,90
2023 +4,61 +2,48
1 year -10,74 -9,16
3 years +43,24 +54,06
5 years +53,42 +55,90
10 years - -
Inception +156,87 +129,02

Annualised performance (%)

Echiquier World Equity Growth Fund K Benchmark
1 year -10,74 -9,16
3 years +12,73 +15,50
5 years +8,93 +9,28
10 years - -
Inception +10,80 +9,43

Calendar performance (%)

Echiquier World Equity Growth Fund K +4,61
Benchmark +2,48
Echiquier World Equity Growth Fund K -14,94
Benchmark -13,01
Echiquier World Equity Growth Fund K +12,58
Benchmark +27,54
Echiquier World Equity Growth Fund K +17,98
Benchmark +6,65
Echiquier World Equity Growth Fund K +28,89
Benchmark +28,93
Echiquier World Equity Growth Fund K +1,55
Benchmark -4,85
Echiquier World Equity Growth Fund K +17,36
Benchmark +8,90
Echiquier World Equity Growth Fund K +5,02
Benchmark +11,09
Echiquier World Equity Growth Fund K +18,12
Benchmark +8,72

Cumulative performance (%)

Echiquier World Equity Growth Fund K +4,75
Benchmark +2,90
Echiquier World Equity Growth Fund K +4,61
Benchmark +2,48
Echiquier World Equity Growth Fund K -10,74
Benchmark -9,16
Echiquier World Equity Growth Fund K +43,24
Benchmark +54,06
Echiquier World Equity Growth Fund K +53,42
Benchmark +55,90
Echiquier World Equity Growth Fund K -
Benchmark -
Echiquier World Equity Growth Fund K +156,87
Benchmark +129,02

Annualised performance (%)

Echiquier World Equity Growth Fund K -10,74
Benchmark -9,16
Echiquier World Equity Growth Fund K +12,73
Benchmark +15,50
Echiquier World Equity Growth Fund K +8,93
Benchmark +9,28
Echiquier World Equity Growth Fund K -
Benchmark -
Echiquier World Equity Growth Fund K +10,80
Benchmark +9,43

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,69 15,75 -0,47 -0,09 0,97 6,64
3 years 15,40 14,92 0,95 -0,37 0,94 6,58
5 years 17,37 16,23 0,62 -0,02 0,97 7,23

Risk indicators (%)

Fund volatility 16,69
Index volatility 15,75
Sharpe ratio -0,47
Information ratio -0,09
Beta 0,97
Tracking Error 6,64
Fund volatility 15,40
Index volatility 14,92
Sharpe ratio 0,95
Information ratio -0,37
Beta 0,94
Tracking Error 6,58
Fund volatility 17,37
Index volatility 16,23
Sharpe ratio 0,62
Information ratio -0,02
Beta 0,97
Tracking Error 7,23

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 17/01/2014
ISIN Code LU0969069946
SRI PRIIPS 4/7
Minimum subscription amount 100 000 €
Investor profile
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%