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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 18/09/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 18/09/2024 430,67 €
Return 2024 +4,2 %
Echiquier Agenor SRI Mid Cap Europe A 430,67 -1,2 +4,2 +7,4 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 18/09/2024 202,03 €
Return 2024 +4,6 %
Echiquier Agenor SRI Mid Cap Europe Fund B 202,03 -1,2 +4,6 +6,7 4/7
Echiquier Agressor A
NAV As of 18/09/2024 1 873,66 €
Return 2024 +6,8 %
Echiquier Agressor A 1 873,66 -0,6 +6,8 +9,5 4/7
Echiquier Artificial Intelligence B
NAV As of 18/09/2024 180,52 €
Return 2024 +13,4 %
Echiquier Artificial Intelligence B 180,52 -0,6 +13,4 +9,9 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 18/09/2024 102,64 €
Return 2024 +5,8 %
Echiquier Climate & Biodiversity Impact Europe A 102,64 -0,7 +5,8 +0,7 4/7
Echiquier Entrepreneurs A
NAV As of 18/09/2024 260,11 €
Return 2024 +8,7 %
Echiquier Entrepreneurs A 260,11 -0,6 +8,7 +9,1 4/7
Echiquier Major SRI Growth Europe A
NAV As of 18/09/2024 376,54 €
Return 2024 +7,1 %
Echiquier Major SRI Growth Europe A 376,54 -0,9 +7,1 +7,0 4/7
Echiquier Major SRI Growth Europe Fund B
NAV As of 18/09/2024 202,62 €
Return 2024 +7,6 %
Echiquier Major SRI Growth Europe Fund B 202,62 -0,9 +7,6 +6,7 4/7
Echiquier Positive Impact Europe A
NAV As of 18/09/2024 293,79 €
Return 2024 +8,3 %
Echiquier Positive Impact Europe A 293,79 -1,0 +8,3 +7,7 4/7
Echiquier Robotics A
NAV As of 18/09/2024 241,51 €
Return 2024 +14,5 %
Echiquier Robotics A 241,51 -0,6 +14,5 +9,6 5/7
Echiquier Space B
NAV As of 18/09/2024 98,28 €
Return 2024 +23,0 %
Echiquier Space B 98,28 -0,5 +23,0 -0,5 5/7
Echiquier Value Euro A
NAV As of 18/09/2024 207,86 €
Return 2024 -4,0 %
Echiquier Value Euro A 207,86 +0,0 -4,0 +6,4 4/7
Echiquier World Equity Growth A
NAV As of 18/09/2024 410,33 €
Return 2024 +12,4 %
Echiquier World Equity Growth A 410,33 -0,7 +12,4 +10,3 5/7
Echiquier World Equity Growth Fund B
NAV As of 18/09/2024 309,79 €
Return 2024 +13,1 %
Echiquier World Equity Growth Fund B 309,79 -0,6 +13,1 +11,0 4/7
Echiquier World Next Leaders A
NAV As of 18/09/2024 194,60 €
Return 2024 0,0 %
Echiquier World Next Leaders A 194,60 -0,1 0,0 +6,0 6/7
Federis ISR Actions US L
NAV As of 18/09/2024 203,81 €
Return 2024 +15,6 %
Federis ISR Actions US L 203,81 -0,8 +15,6 +12,2 5/7
Tocqueville Biodiversity ISR R
NAV As of 18/09/2024 108,89 €
Return 2024 +10,7 %
Tocqueville Biodiversity ISR R 108,89 -0,5 +10,7 +4,7 4/7
Tocqueville Dividende ISR C
NAV As of 18/09/2024 27,07 €
Return 2024 +8,9 %
Tocqueville Dividende ISR C 27,07 -0,1 +8,9 +4,3 4/7
Tocqueville Environnement ISR C
NAV As of 18/09/2024 267,97 €
Return 2024 +12,2 %
Tocqueville Environnement ISR C 267,97 -0,5 +12,2 +6,6 5/7
Tocqueville Euro Equity ISR C
NAV As of 18/09/2024 275,33 €
Return 2024 +7,3 %
Tocqueville Euro Equity ISR C 275,33 -0,5 +7,3 +4,5 4/7
Tocqueville France ISR C
NAV As of 18/09/2024 70,24 €
Return 2024 -0,6 %
Tocqueville France ISR C 70,24 -0,6 -0,6 +6,0 5/7
Tocqueville Materials for the Future P
NAV As of 18/09/2024 134,47 €
Return 2024 +1,4 %
Tocqueville Materials for the Future P 134,47 -0,5 +1,4 +1,9 6/7
Tocqueville Megatrends ISR C
NAV As of 18/09/2024 20,29 €
Return 2024 +5,6 %
Tocqueville Megatrends ISR C 20,29 -0,5 +5,6 +3,7 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 18/09/2024 65,44 €
Return 2024 -0,6 %
Tocqueville Small Cap Euro ISR C 65,44 -0,1 -0,6 +9,0 4/7
Tocqueville Value Euro ISR R
NAV As of 18/09/2024 136,20 €
Return 2024 +10,3 %
Tocqueville Value Euro ISR R 136,20 -0,2 +10,3 +4,2 5/7
Tocqueville Value Europe ISR P
NAV As of 18/09/2024 275,86 €
Return 2024 +7,5 %
Tocqueville Value Europe ISR P 275,86 -0,1 +7,5 +7,3 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 18/09/2024 1 794,71 €
Return 2024 +3,4 %
Echiquier ARTY SRI A 1 794,71 -0,2 +3,4 +3,6 3/7
Echiquier ARTY SRI Fund A
NAV As of 18/09/2024 127,81 €
Return 2024 +3,1 %
Echiquier ARTY SRI Fund A 127,81 -0,2 +3,1 +3,6 3/7
Echiquier Patrimoine A
NAV As of 18/09/2024 889,54 €
Return 2024 +2,7 %
Echiquier Patrimoine A 889,54 -0,1 +2,7 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Convexité SRI Europe A
NAV As of 18/09/2024 1 279,32 €
Return 2024 +2,4 %
Echiquier Convexité SRI Europe A 1 279,32 -0,1 +2,4 +1,4 3/7
Echiquier Credit SRI Europe A
NAV As of 18/09/2024 169,20 €
Return 2024 +2,7 %
Echiquier Credit SRI Europe A 169,20 -0,1 +2,7 +3,1 2/7
  Asset allocation
DPE I Dynamique A
NAV As of 18/09/2024 102,54 €
Return 2024 -
DPE I Dynamique A 102,54 - - - 4/7
DPE L Patrimoine A
NAV As of 18/09/2024 103,23 €
Return 2024 -
DPE L Patrimoine A 103,23 - - - 2/7
Echiquier Allocation Flexible B
NAV As of 18/09/2024 113,89 €
Return 2024 +4,4 %
Echiquier Allocation Flexible B 113,89 -0,3 +4,4 +2,6 3/7
Echiquier Global Flexible A
NAV As of 18/09/2024 114,23 €
Return 2024 -
Echiquier Global Flexible A 114,23 - - - 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