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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

-0,00%

Annualized performance

-0,00%since inception
on 10/05/2019

AuM

1 098,4 € millions

Investment horizon

5 years

SRI PRIIPS

5/7

As of 07/06/2023

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, CFA

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 - +10,47
2023 - +4,75
1 year - -
3 years - -
5 years - -
10 years - -
Inception - -

Annualised performance (%)

Echiquier World Equity Growth I USD Benchmark
1 year -100,00 +22,11
3 years -100,00 +5,78
5 years - -
10 years - -
Inception - -

Calendar performance (%)

Echiquier World Equity Growth I USD -
Benchmark -
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 -
Benchmark +10,47
Echiquier World Equity Growth I USD -
Benchmark +4,75
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -

Annualised performance (%)

Echiquier World Equity Growth I USD -100,00
Benchmark +22,11
Echiquier World Equity Growth I USD -100,00
Benchmark +5,78
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,01 11,91 1,67 1,08 0,81 5,69
3 years 16,72 15,82 -0,10 -0,55 0,98 6,21
5 years 19,73 19,64 0,51 -0,09 0,94 7,12

Risk indicators (%)

Fund volatility 11,01
Index volatility 11,91
Sharpe ratio 1,67
Information ratio 1,08
Beta 0,81
Tracking Error 5,69
Fund volatility 16,72
Index volatility 15,82
Sharpe ratio -0,10
Information ratio -0,55
Beta 0,98
Tracking Error 6,21
Fund volatility 19,73
Index volatility 19,64
Sharpe ratio 0,51
Information ratio -0,09
Beta 0,94
Tracking Error 7,12

Characteristics

General characteristics of the fund
Fund Inception 16/04/2010
Legal form Sicav (subfund)
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 5/7
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%