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

Acknowledged specialist in the selection of French and European securities for 30 years.

Our funds

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

As of 23/02/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 23/02/2024 419,08 €
Return 2024 +1,4 %
Echiquier Agenor SRI Mid Cap Europe A 419,08 +0,0 +1,4 +7,4 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 23/02/2024 196,14 €
Return 2024 +1,5 %
Echiquier Agenor SRI Mid Cap Europe Fund B 196,14 +0,0 +1,5 +6,8 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 23/02/2024 2 055,76 €
Return 2024 +1,6 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 055,76 +0,0 +1,6 +7,4 4/7
Echiquier Entrepreneurs A
NAV As of 23/02/2024 237,96 €
Return 2024 -0,5 %
Echiquier Entrepreneurs A 237,96 0,0 -0,5 +8,7 4/7
Echiquier Major SRI Growth Europe A
NAV As of 23/02/2024 373,59 €
Return 2024 +6,3 %
Echiquier Major SRI Growth Europe A 373,59 +0,1 +6,3 +7,2 4/7
Echiquier Major SRI Growth Europe Fund K
NAV As of 23/02/2024 2 145,10 €
Return 2024 +6,5 %
Echiquier Major SRI Growth Europe Fund K 2 145,10 +0,1 +6,5 +7,8 4/7
Echiquier World Equity Growth A
NAV As of 23/02/2024 404,31 €
Return 2024 +10,7 %
Echiquier World Equity Growth A 404,31 -0,5 +10,7 +10,6 5/7
Echiquier World Equity Growth Fund B
NAV As of 23/02/2024 303,74 €
Return 2024 +10,9 %
Echiquier World Equity Growth Fund B 303,74 -0,5 +10,9 +11,4 4/7
Echiquier World Equity Growth Fund K
NAV As of 23/02/2024 3 261,33 €
Return 2024 +11,0 %
Echiquier World Equity Growth Fund K 3 261,33 -0,5 +11,0 +12,4 4/7
Echiquier Agressor A
NAV As of 23/02/2024 1 833,31 €
Return 2024 +4,5 %
Echiquier Agressor A 1 833,31 +0,2 +4,5 +9,6 4/7
Echiquier Positive Impact Europe A
NAV As of 23/02/2024 288,44 €
Return 2024 +6,3 %
Echiquier Positive Impact Europe A 288,44 +0,2 +6,3 +7,9 4/7
Echiquier Positive Impact Europe G
NAV As of 23/02/2024 157,15 €
Return 2024 +6,4 %
Echiquier Positive Impact Europe G 157,15 +0,2 +6,4 +7,5 4/7
Echiquier Value Euro A
NAV As of 23/02/2024 217,99 €
Return 2024 +0,7 %
Echiquier Value Euro A 217,99 +0,3 +0,7 +7,2 4/7
Echiquier Value Euro B
NAV As of 23/02/2024 117,18 €
Return 2024 +1,0 %
Echiquier Value Euro B 117,18 +0,3 +1,0 +6,0 4/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 23/02/2024 98,52 €
Return 2024 +1,6 %
Echiquier Climate & Biodiversity Impact Europe A 98,52 -0,2 +1,6 -0,5 4/7
Echiquier Artificial Intelligence B
NAV As of 23/02/2024 180,44 €
Return 2024 +13,4 %
Echiquier Artificial Intelligence B 180,44 -0,5 +13,4 +10,9 6/7
Echiquier Artificial Intelligence K
NAV As of 23/02/2024 189,72 €
Return 2024 +13,5 %
Echiquier Artificial Intelligence K 189,72 -0,5 +13,5 +11,9 6/7
Echiquier Artificial Intelligence B USD
NAV As of 23/02/2024 77,11 €
Return 2024 +11,1 %
Echiquier Artificial Intelligence B USD 77,11 -0,5 +11,1 -8,0 6/7
Echiquier Space B
NAV As of 23/02/2024 84,74 €
Return 2024 +6,1 %
Echiquier Space B 84,74 +0,1 +6,1 -5,9 5/7
Echiquier World Next Leaders A
NAV As of 23/02/2024 202,40 €
Return 2024 +4,0 %
Echiquier World Next Leaders A 202,40 +0,6 +4,0 +6,7 6/7
Echiquier World Next Leaders K
NAV As of 23/02/2024 111,71 €
Return 2024 +4,1 %
Echiquier World Next Leaders K 111,71 +0,6 +4,1 0,0 6/7
  Multi assets
Echiquier Arty SRI A
NAV As of 23/02/2024 1 736,82 €
Return 2024 +0,1 %
Echiquier Arty SRI A 1 736,82 +0,2 +0,1 +3,6 3/7
Echiquier Arty SRI Fund A
NAV As of 23/02/2024 124,01 €
Return 2024 +0,0 %
Echiquier Arty SRI Fund A 124,01 +0,2 +0,0 +3,5 3/7
Echiquier Arty SRI Fund G
NAV As of 23/02/2024 1 257,47 €
Return 2024 +0,1 %
Echiquier Arty SRI Fund G 1 257,47 +0,2 +0,1 +2,9 3/7
Echiquier Patrimoine A
NAV As of 23/02/2024 868,19 €
Return 2024 +0,3 %
Echiquier Patrimoine A 868,19 +0,1 +0,3 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 23/02/2024 163,99 €
Return 2024 -0,4 %
Echiquier Credit SRI Europe A 163,99 +0,3 -0,4 +3,0 2/7
Echiquier Convexité SRI Europe A
NAV As of 23/02/2024 1 259,80 €
Return 2024 +0,9 %
Echiquier Convexité SRI Europe A 1 259,80 +0,0 +0,9 +1,3 3/7
  Asset allocation
Echiquier Allocation Flexible A
NAV As of 23/02/2024 125,99 €
Return 2024 +1,3 %
Echiquier Allocation Flexible A 125,99 +0,2 +1,3 +2,8 3/7
Echiquier Allocation Flexible B
NAV As of 23/02/2024 110,42 €
Return 2024 +1,3 %
Echiquier Allocation Flexible B 110,42 +0,2 +1,3 +2,3 3/7
Echiquier Global Flexible A
NAV As of 23/02/2024 111,60 €
Return 2024 -
Echiquier Global Flexible A 111,60 - - - 3/7
Echiquier Global Flexible G
NAV As of 23/02/2024 112,43 €
Return 2024 -
Echiquier Global Flexible G 112,43 - - - 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

La Financière de l’Echiquier is accelerating its development beyond our borders to become a leader in Europe.

Olivier de Berranger

Olivier de Berranger

Deputy CEO of LFDE

Founded
1991
Assets
€12,7
billion managed
Team
+140
employees
AuM
96%
Responsible Investment

As of 31/12/2023