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The proximity of a boutique, the standards of a major house

Successful stock and bond pickers for about 35 years.

Our funds

A comprehensive range of funds for all risk profiles and investment horizons.

As of 11/07/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 11/07/2024 435,61 €
Return 2024 +5,4 %
Echiquier Agenor SRI Mid Cap Europe A 435,61 +0,7 +5,4 +7,5 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 11/07/2024 204,18 €
Return 2024 +5,7 %
Echiquier Agenor SRI Mid Cap Europe Fund B 204,18 +0,8 +5,7 +6,9 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 11/07/2024 2 146,20 €
Return 2024 +6,1 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 146,20 +0,8 +6,1 +7,6 4/7
Echiquier Agressor A
NAV As of 11/07/2024 1 899,82 €
Return 2024 +8,2 %
Echiquier Agressor A 1 899,82 +0,2 +8,2 +9,6 4/7
Echiquier Artificial Intelligence B
NAV As of 11/07/2024 194,08 €
Return 2024 +21,9 %
Echiquier Artificial Intelligence B 194,08 -1,7 +21,9 +11,6 6/7
Echiquier Artificial Intelligence B USD
NAV As of 11/07/2024 83,29 €
Return 2024 +20,0 %
Echiquier Artificial Intelligence B USD 83,29 -1,4 +20,0 -5,1 6/7
Echiquier Artificial Intelligence K
NAV As of 11/07/2024 204,56 €
Return 2024 +22,4 %
Echiquier Artificial Intelligence K 204,56 -1,7 +22,4 +12,5 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 11/07/2024 103,72 €
Return 2024 +7,0 %
Echiquier Climate & Biodiversity Impact Europe A 103,72 +0,6 +7,0 +1,0 4/7
Echiquier Entrepreneurs A
NAV As of 11/07/2024 256,28 €
Return 2024 +7,1 %
Echiquier Entrepreneurs A 256,28 +1,2 +7,1 +9,2 4/7
Echiquier Major SRI Growth Europe A
NAV As of 11/07/2024 377,97 €
Return 2024 +7,5 %
Echiquier Major SRI Growth Europe A 377,97 +0,3 +7,5 +7,1 4/7
Echiquier Major SRI Growth Europe Fund B
NAV As of 11/07/2024 203,34 €
Return 2024 +8,0 %
Echiquier Major SRI Growth Europe Fund B 203,34 +0,3 +8,0 +6,9 4/7
Echiquier Major SRI Growth Europe Fund K
NAV As of 11/07/2024 2 183,47 €
Return 2024 +8,4 %
Echiquier Major SRI Growth Europe Fund K 2 183,47 +0,3 +8,4 +7,7 4/7
Echiquier Positive Impact Europe A
NAV As of 11/07/2024 298,09 €
Return 2024 +9,9 %
Echiquier Positive Impact Europe A 298,09 +0,1 +9,9 +7,9 4/7
Echiquier Positive Impact Europe G
NAV As of 11/07/2024 162,78 €
Return 2024 +10,3 %
Echiquier Positive Impact Europe G 162,78 +0,1 +10,3 +7,6 4/7
Echiquier Space B
NAV As of 11/07/2024 96,61 €
Return 2024 +20,9 %
Echiquier Space B 96,61 -0,2 +20,9 -1,1 5/7
Echiquier Value Euro A
NAV As of 11/07/2024 217,09 €
Return 2024 +0,3 %
Echiquier Value Euro A 217,09 +0,9 +0,3 +6,9 4/7
Echiquier Value Euro B
NAV As of 11/07/2024 117,02 €
Return 2024 +0,9 %
Echiquier Value Euro B 117,02 +0,9 +0,9 +5,2 4/7
Echiquier World Equity Growth A
NAV As of 11/07/2024 430,33 €
Return 2024 +17,9 %
Echiquier World Equity Growth A 430,33 -0,7 +17,9 +10,8 5/7
Echiquier World Equity Growth Fund B
NAV As of 11/07/2024 323,99 €
Return 2024 +18,3 %
Echiquier World Equity Growth Fund B 323,99 -0,7 +18,3 +11,6 4/7
Echiquier World Equity Growth Fund K
NAV As of 11/07/2024 3 488,10 €
Return 2024 +18,8 %
Echiquier World Equity Growth Fund K 3 488,10 -0,7 +18,8 +12,7 4/7
Echiquier World Next Leaders A
NAV As of 11/07/2024 187,33 €
Return 2024 -3,8 %
Echiquier World Next Leaders A 187,33 +0,8 -3,8 +5,8 6/7
Echiquier World Next Leaders K
NAV As of 11/07/2024 103,65 €
Return 2024 -3,4 %
Echiquier World Next Leaders K 103,65 +0,8 -3,4 -1,7 6/7
Tocqueville Dividende ISR C
NAV As of 11/07/2024 26,36 €
Return 2024 +6,1 %
Tocqueville Dividende ISR C 26,36 +0,4 +6,1 +4,3 4/7
Tocqueville Dividende ISR D
NAV As of 11/07/2024 11,98 €
Return 2024 +4,0 %
Tocqueville Dividende ISR D 11,98 +0,4 +4,0 +0,8 4/7
Tocqueville France ISR C
NAV As of 11/07/2024 71,68 €
Return 2024 +1,5 %
Tocqueville France ISR C 71,68 +0,7 +1,5 +6,2 5/7
Tocqueville France ISR D
NAV As of 11/07/2024 60,47 €
Return 2024 +1,5 %
Tocqueville France ISR D 60,47 +0,7 +1,5 +5,4 5/7
Tocqueville Materials for the Future P
NAV As of 11/07/2024 149,27 €
Return 2024 +12,6 %
Tocqueville Materials for the Future P 149,27 +1,0 +12,6 +2,6 6/7
Tocqueville Megatrends ISR C
NAV As of 11/07/2024 21,03 €
Return 2024 +9,4 %
Tocqueville Megatrends ISR C 21,03 +0,5 +9,4 +4,0 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 11/07/2024 69,33 €
Return 2024 +5,3 %
Tocqueville Small Cap Euro ISR C 69,33 +1,1 +5,3 +9,2 4/7
Tocqueville Small Cap Euro ISR D
NAV As of 11/07/2024 49,33 €
Return 2024 +3,6 %
Tocqueville Small Cap Euro ISR D 49,33 +1,1 +3,6 +6,8 4/7
Tocqueville Value Europe ISR I
NAV As of 11/07/2024 346,57 €
Return 2024 +8,1 %
Tocqueville Value Europe ISR I 346,57 +0,7 +8,1 +5,9 5/7
Tocqueville Value Europe ISR P
NAV As of 11/07/2024 275,83 €
Return 2024 +7,5 %
Tocqueville Value Europe ISR P 275,83 +0,7 +7,5 +7,3 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 11/07/2024 1 777,00 €
Return 2024 +2,4 %
Echiquier ARTY SRI A 1 777,00 +0,2 +2,4 +3,6 3/7
Echiquier ARTY SRI Fund A
NAV As of 11/07/2024 126,61 €
Return 2024 +2,1 %
Echiquier ARTY SRI Fund A 126,61 +0,2 +2,1 +3,5 3/7
Echiquier ARTY SRI Fund G
NAV As of 11/07/2024 1 292,06 €
Return 2024 +2,9 %
Echiquier ARTY SRI Fund G 1 292,06 +0,2 +2,9 +3,1 3/7
Echiquier Patrimoine A
NAV As of 11/07/2024 882,00 €
Return 2024 +1,9 %
Echiquier Patrimoine A 882,00 +0,2 +1,9 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Convexité SRI Europe A
NAV As of 11/07/2024 1 275,38 €
Return 2024 +2,1 %
Echiquier Convexité SRI Europe A 1 275,38 +0,3 +2,1 +1,4 3/7
Echiquier Credit SRI Europe A
NAV As of 11/07/2024 166,59 €
Return 2024 +1,2 %
Echiquier Credit SRI Europe A 166,59 +0,3 +1,2 +3,0 2/7
  Asset allocation
Connect Conviction Portfolio A
NAV As of 11/07/2024 107,05 €
Return 2024 -
Connect Conviction Portfolio A 107,05 - - - 4/7
DPE I Dynamique A
NAV As of 11/07/2024 103,12 €
Return 2024 -
DPE I Dynamique A 103,12 - - - 4/7
DPE L Patrimoine A
NAV As of 11/07/2024 101,03 €
Return 2024 -
DPE L Patrimoine A 101,03 - - - 2/7
Echiquier Allocation Flexible A
NAV As of 11/07/2024 128,56 €
Return 2024 +3,4 %
Echiquier Allocation Flexible A 128,56 +0,5 +3,4 +2,9 3/7
Echiquier Allocation Flexible B
NAV As of 11/07/2024 112,45 €
Return 2024 +3,1 %
Echiquier Allocation Flexible B 112,45 +0,5 +3,1 +2,5 3/7
Echiquier Global Flexible A
NAV As of 11/07/2024 113,99 €
Return 2024 -
Echiquier Global Flexible A 113,99 - - - 3/7
Echiquier Global Flexible G
NAV As of 11/07/2024 115,06 €
Return 2024 -
Echiquier Global Flexible G 115,06 - - - 3/7

Our strengths

A company on a human scale

Experienced management teams at your service

Active conviction-based management

Internal processes and systems adapted to different types of clients

With €27 billion in AUM, the agility inherent in its entrepreneurial culture and the active support of LBP AM, we are about to build a new leader in conviction-based management capable of providing all our clients, from individuals to institutions, with enhanced financial management and a profoundly renewed and innovative offering.

Olivier de Berranger

Olivier de Berranger

CEO of LFDE

Founded
1991
Assets
€27
billion managed
Team
+170
employees
SFDR articles 8 & 9
92%
open -end funds

As of 01/04/2024