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EQUITIES / THEMES

Echiquier World Next Leaders K

Stock-picking fund investing in innovating growth companies who are emerging leaders worldwide

Performance 2023

+4,34%

Annualized performance

-2,58%since inception
on 26/04/2013

AuM

185,6 € millions

Investment horizon

5 years

SRI PRIIPS

5/7

As of 20/03/2023

Fund news

Fund Spotlight 07/07/2021

Echiquier World Next Leaders - And you, when are you going to start investing in the future ?

Market news 18/06/2021

Market News - Echiquier Artificial Intelligence & Echiquier World Next Leaders

Fund Managers

Rolando Grandi, 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 Next Leaders K Benchmark
3 months +4,03 +2,42
2023 +4,34 +2,28
1 year -28,79 -7,17
3 years +4,25 +63,46
5 years - -
10 years - -
Inception -8,08 +21,02

Annualised performance (%)

Echiquier World Next Leaders K Benchmark
1 year -28,79 -7,17
3 years +1,40 +17,80
5 years - -
10 years - -
Inception -2,58 +6,11

Calendar performance (%)

Echiquier World Next Leaders K +4,34
Benchmark +2,28
Echiquier World Next Leaders K -46,70
Benchmark -13,01
Echiquier World Next Leaders K -16,93
Benchmark +27,54
Echiquier World Next Leaders K +98,95
Benchmark +6,65

Cumulative performance (%)

Echiquier World Next Leaders K +4,03
Benchmark +2,42
Echiquier World Next Leaders K +4,34
Benchmark +2,28
Echiquier World Next Leaders K -28,79
Benchmark -7,17
Echiquier World Next Leaders K +4,25
Benchmark +63,46
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -8,08
Benchmark +21,02

Annualised performance (%)

Echiquier World Next Leaders K -28,79
Benchmark -7,17
Echiquier World Next Leaders K +1,40
Benchmark +17,80
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -2,58
Benchmark +6,11

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 29,32 15,85 -0,87 -0,98 1,43 19,78
3 years 31,57 15,31 0,22 -0,52 1,40 23,96
5 years 31,75 18,31 0,06 -0,25 1,17 23,61

Risk indicators (%)

Fund volatility 29,32
Index volatility 15,85
Sharpe ratio -0,87
Information ratio -0,98
Beta 1,43
Tracking Error 19,78
Fund volatility 31,57
Index volatility 15,31
Sharpe ratio 0,22
Information ratio -0,52
Beta 1,40
Tracking Error 23,96
Fund volatility 31,75
Index volatility 18,31
Sharpe ratio 0,06
Information ratio -0,25
Beta 1,17
Tracking Error 23,61

Characteristics

General characteristics of the fund
Fund Inception 26/04/2013
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
SRI PRIIPS 5/7
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%