Echiquier World Next Leaders K
Stock-picking fund investing in innovating growth companies who are emerging leaders worldwide
Class K - FR0013423357 - NAV : 102,77€
As of 06/12/2022
Fund news
Echiquier World Next Leaders - And you, when are you going to start investing in the future ?
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Fund Managers
Fund Manager
From Bolivia with a degree in finance from IAE Lyon school of business, Rolando Grandi began his career at Roche-Brune AM as an international equity analyst before becoming co-manager in 2015. Rolando joined La Financière de l’Echiquier in 2017 and became fund manager of thematic and international equities. In 2018, he launched Echiquier Artifical Intelligence, the first French investment fund on this theme. In 2021, he launched the first thematic fund in Europe focused on space and its ecosystem: Echiquier Space.
Fund Manager
David Ross, CFA, is a graduate of Yale University and Syracuse University and has worked throughout his career in the United States. He has acquired his equity management experience over 30 years, notably at US Trust, Citi Private Bank and then Chevy Chase Trust Investment Advisors as a Director and emerging market fund manager. He joined La Financière de l'Échiquier as the manager of the Echiquier World Equity Growth fund in September 2014. In 2021, he obtained the CFA-Certificate in ESG Investing. In 2022, he became manager of the Echiquier World Next Leaders fund and began overseeing the thematic international equities team.
Performance
Price data
Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.
Calendar performance (%)
| 2022 | |
| Echiquier World Next Leaders K | -44,42 |
| Benchmark | -9,73 |
| 2021 | |
| Echiquier World Next Leaders K | -16,93 |
| Benchmark | +27,54 |
| 2020 | |
| Echiquier World Next Leaders K | +98,95 |
| Benchmark | +6,65 |
Cumulative performance (%)
| 3 months | |
| Echiquier World Next Leaders K | -8,37 |
| Benchmark | -2,74 |
| 2022 | |
| Echiquier World Next Leaders K | -44,42 |
| Benchmark | -9,73 |
| 1 year | |
| Echiquier World Next Leaders K | -45,29 |
| Benchmark | -7,40 |
| 3 years | |
| Echiquier World Next Leaders K | - |
| Benchmark | - |
| 5 years | |
| Echiquier World Next Leaders K | - |
| Benchmark | - |
| 10 years | |
| Echiquier World Next Leaders K | - |
| Benchmark | - |
| Inception | |
| Echiquier World Next Leaders K | -8,14 |
| Benchmark | +22,79 |
Annualised performance (%)
| 1 year | |
| Echiquier World Next Leaders K | -45,29 |
| Benchmark | -7,40 |
| 3 years | |
| Echiquier World Next Leaders K | - |
| Benchmark | - |
| 5 years | |
| Echiquier World Next Leaders K | - |
| Benchmark | - |
| 10 years | |
| Echiquier World Next Leaders K | - |
| Benchmark | - |
| Inception | |
| Echiquier World Next Leaders K | -2,85 |
| Benchmark | +7,25 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 33,90 |
| Index volatility | 16,09 |
| Sharpe ratio | -1,20 |
| Information ratio | -1,60 |
| Beta | 1,64 |
| Tracking Error | 23,61 |
| 3 years | |
| Fund volatility | - |
| Index volatility | - |
| Sharpe ratio | - |
| Information ratio | - |
| Beta | - |
| Tracking Error | - |
| 5 years | |
| Fund volatility | - |
| Index volatility | - |
| Sharpe ratio | - |
| Information ratio | - |
| Beta | - |
| Tracking Error | - |
Characteristics
| General characteristics of the fund | |
| Legal form | Sicav (sub-fund) |
| Classification | International equity |
| Reference indicator | MSCI ACWI NET RETURN EUR |
| Investment horizon | 5 years |
| Periodicity and Listing currency | Daily (EUR) |
| Custodian | BNP Paribas SA |
| Fund Administrator | Société Générale |
| SFDR classification | Article 8 |
| Share class characteristics | |
| Fund Inception | 31/12/2019 |
| ISIN Code | FR0013423357 |
| Risk level | 7/7 |
| Minimum subscription amount | Null |
| Investor profile | For institutional investors and marketing by financial intermediaries only |
| Tax included Including tax | 1,00% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
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For more information on fees, please refer to the fund’s KIID and prospectus. |
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Legal information
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.