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EQUITIES / LARGE CAP

Echiquier World Equity Growth I USD

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

+7,83%

Annualized performance

+7,01%since inception
on 16/04/2010

AuM

943,2 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 30/03/2023

Fund news

Fund Spotlight 13/06/2022

Market Update - Echiquier World Equity Growth

News 12/05/2021

Market News - 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 I USD Benchmark
3 months +7,83 +6,16
2023 +7,83 +6,16
1 year -11,39 -9,63
3 years +42,97 +50,97
5 years - -
10 years - -
Inception +30,17 +33,73

Annualised performance (%)

Echiquier World Equity Growth I USD Benchmark
1 year -11,39 -9,63
3 years +12,66 +14,72
5 years - -
10 years - -
Inception +7,01 +7,76

Calendar performance (%)

Echiquier World Equity Growth I USD +7,83
Benchmark +6,16
Echiquier World Equity Growth I USD -19,81
Benchmark -18,36
Echiquier World Equity Growth I USD +4,74
Benchmark +18,54
Echiquier World Equity Growth I USD +31,08
Benchmark +16,26

Cumulative performance (%)

Echiquier World Equity Growth I USD +7,83
Benchmark +6,16
Echiquier World Equity Growth I USD +7,83
Benchmark +6,16
Echiquier World Equity Growth I USD -11,39
Benchmark -9,63
Echiquier World Equity Growth I USD +42,97
Benchmark +50,97
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD +30,17
Benchmark +33,73

Annualised performance (%)

Echiquier World Equity Growth I USD -11,39
Benchmark -9,63
Echiquier World Equity Growth I USD +12,66
Benchmark +14,72
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD +7,01
Benchmark +7,76

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 20,64 19,45 -0,44 -0,06 1,00 6,64
3 years 18,99 17,97 0,80 -0,20 0,98 7,05
5 years 20,19 20,05 0,45 -0,06 0,94 7,23

Risk indicators (%)

Fund volatility 20,64
Index volatility 19,45
Sharpe ratio -0,44
Information ratio -0,06
Beta 1,00
Tracking Error 6,64
Fund volatility 18,99
Index volatility 17,97
Sharpe ratio 0,80
Information ratio -0,20
Beta 0,98
Tracking Error 7,05
Fund volatility 20,19
Index volatility 20,05
Sharpe ratio 0,45
Information ratio -0,06
Beta 0,94
Tracking Error 7,23

Characteristics

General characteristics of the fund
Fund Inception 16/04/2010
Legal form Sicav (sub-fund)
Classification International equity
Reference indicator MSCI ACWI NET TOTAL RETURN USD
Investment horizon 5 years
Periodicity and Listing currency Daily (USD)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 10/05/2019
ISIN Code FR0013405263
SRI PRIIPS 4/7
Minimum subscription amount 1 000 000 $
Investor profile Intended essentially for institutional investors
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%