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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 10/01/2025 NAV (€) Return D-1 (%) Return 2025 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 10/01/2025 411,78 €
Return 2025 -1,2 %
Echiquier Agenor SRI Mid Cap Europe A 411,78 -0,8 -1,2 +7,0 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 10/01/2025 193,28 €
Return 2025 -1,2 %
Echiquier Agenor SRI Mid Cap Europe Fund B 193,28 -0,8 -1,2 +6,1 4/7
Echiquier Agressor A
NAV As of 10/01/2025 1 855,22 €
Return 2025 +0,9 %
Echiquier Agressor A 1 855,22 -0,8 +0,9 +9,4 4/7
Echiquier Artificial Intelligence B
NAV As of 10/01/2025 220,28 €
Return 2025 +1,5 %
Echiquier Artificial Intelligence B 220,28 -0,9 +1,5 +12,8 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 10/01/2025 97,58 €
Return 2025 +0,3 %
Echiquier Climate & Biodiversity Impact Europe A 97,58 -1,3 +0,3 -0,6 4/7
Echiquier Entrepreneurs A
NAV As of 10/01/2025 253,86 €
Return 2025 -1,5 %
Echiquier Entrepreneurs A 253,86 -0,7 -1,5 +8,6 4/7
Echiquier Major SRI Growth Europe A
NAV As of 10/01/2025 387,44 €
Return 2025 +1,7 %
Echiquier Major SRI Growth Europe A 387,44 -0,7 +1,7 +7,1 4/7
Echiquier Major SRI Growth Europe Fund B
NAV As of 10/01/2025 208,97 €
Return 2025 +1,7 %
Echiquier Major SRI Growth Europe Fund B 208,97 -0,7 +1,7 +6,8 4/7
Echiquier Positive Impact Europe A
NAV As of 10/01/2025 292,20 €
Return 2025 +1,4 %
Echiquier Positive Impact Europe A 292,20 -0,7 +1,4 +7,5 4/7
Echiquier Robotics A
NAV As of 10/01/2025 283,39 €
Return 2025 +1,7 %
Echiquier Robotics A 283,39 -0,4 +1,7 +11,1 5/7
Echiquier Space B
NAV As of 10/01/2025 136,93 €
Return 2025 +1,2 %
Echiquier Space B 136,93 -0,8 +1,2 +9,1 4/7
Echiquier Value Euro A
NAV As of 10/01/2025 197,61 €
Return 2025 -1,3 %
Echiquier Value Euro A 197,61 -1,0 -1,3 +5,8 4/7
Echiquier World Equity Growth A
NAV As of 10/01/2025 447,83 €
Return 2025 +1,5 %
Echiquier World Equity Growth A 447,83 -0,5 +1,5 +10,7 4/7
Echiquier World Equity Growth Fund B
NAV As of 10/01/2025 338,55 €
Return 2025 +1,6 %
Echiquier World Equity Growth Fund B 338,55 -0,4 +1,6 +11,5 4/7
Echiquier World Next Leaders A
NAV As of 10/01/2025 210,61 €
Return 2025 +0,6 %
Echiquier World Next Leaders A 210,61 -0,6 +0,6 +6,6 5/7
Federis ISR Actions US L
NAV As of 10/01/2025 222,74 €
Return 2025 +0,2 %
Federis ISR Actions US L 222,74 -1,3 +0,2 +13,2 5/7
Tocqueville Biodiversity ISR R
NAV As of 10/01/2025 107,67 €
Return 2025 +0,3 %
Tocqueville Biodiversity ISR R 107,67 -0,6 +0,3 +3,5 4/7
Tocqueville Dividende ISR C
NAV As of 10/01/2025 26,42 €
Return 2025 +1,1 %
Tocqueville Dividende ISR C 26,42 -0,9 +1,1 +4,2 4/7
Tocqueville Environnement ISR C
NAV As of 10/01/2025 251,57 €
Return 2025 -0,3 %
Tocqueville Environnement ISR C 251,57 -1,3 -0,3 +6,1 5/7
Tocqueville Euro Equity ISR C
NAV As of 10/01/2025 276,90 €
Return 2025 +1,0 %
Tocqueville Euro Equity ISR C 276,90 -0,8 +1,0 +4,5 4/7
Tocqueville France ISR C
NAV As of 10/01/2025 69,22 €
Return 2025 +0,6 %
Tocqueville France ISR C 69,22 -1,0 +0,6 +5,9 4/7
Tocqueville Global Tech ISR C
NAV As of 10/01/2025 158,57 €
Return 2025 +1,1 %
Tocqueville Global Tech ISR C 158,57 -1,2 +1,1 +11,8 5/7
Tocqueville Materials for the Future P
NAV As of 10/01/2025 136,72 €
Return 2025 +2,2 %
Tocqueville Materials for the Future P 136,72 +0,2 +2,2 +1,9 6/7
Tocqueville Megatrends ISR C
NAV As of 10/01/2025 20,14 €
Return 2025 +1,1 %
Tocqueville Megatrends ISR C 20,14 -0,8 +1,1 +3,6 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 10/01/2025 60,86 €
Return 2025 -1,0 %
Tocqueville Small Cap Euro ISR C 60,86 -0,8 -1,0 +8,6 4/7
Tocqueville Value Euro ISR R
NAV As of 10/01/2025 133,90 €
Return 2025 +0,6 %
Tocqueville Value Euro ISR R 133,90 -0,9 +0,6 +3,8 5/7
Tocqueville Value Europe ISR P
NAV As of 10/01/2025 274,29 €
Return 2025 +1,1 %
Tocqueville Value Europe ISR P 274,29 -0,9 +1,1 +7,1 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 10/01/2025 1 793,25 €
Return 2025 -0,3 %
Echiquier ARTY SRI A 1 793,25 -0,3 -0,3 +3,6 3/7
Echiquier ARTY SRI Fund A
NAV As of 10/01/2025 127,45 €
Return 2025 -0,4 %
Echiquier ARTY SRI Fund A 127,45 -0,3 -0,4 +3,5 3/7
Echiquier Patrimoine A
NAV As of 10/01/2025 895,51 €
Return 2025 -0,1 %
Echiquier Patrimoine A 895,51 -0,1 -0,1 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 10/01/2025 170,17 €
Return 2025 -0,7 %
Echiquier Credit SRI Europe A 170,17 -0,2 -0,7 +3,1 2/7
  Asset allocation
DPE I Dynamique A
NAV As of 10/01/2025 110,19 €
Return 2025 -
DPE I Dynamique A 110,19 - - - 4/7
DPE L Patrimoine A
NAV As of 10/01/2025 103,86 €
Return 2025 -
DPE L Patrimoine A 103,86 - - - 2/7
Echiquier Allocation Flexible B
NAV As of 10/01/2025 113,64 €
Return 2025 -0,6 %
Echiquier Allocation Flexible B 113,64 -0,7 -0,6 +2,4 3/7
Echiquier Global Flexible A
NAV As of 10/01/2025 119,43 €
Return 2025 -
Echiquier Global Flexible A 119,43 - - - 3/7
See our funds

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