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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 02/12/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 02/12/2024 419,61 €
Return 2024 +1,6 %
Echiquier Agenor SRI Mid Cap Europe A 419,61 +0,2 +1,6 +7,1 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 02/12/2024 197,13 €
Return 2024 +2,0 %
Echiquier Agenor SRI Mid Cap Europe Fund B 197,13 +0,2 +2,0 +6,3 4/7
Echiquier Agressor A
NAV As of 02/12/2024 1 866,80 €
Return 2024 +6,4 %
Echiquier Agressor A 1 866,80 +0,8 +6,4 +9,4 4/7
Echiquier Artificial Intelligence B
NAV As of 02/12/2024 220,53 €
Return 2024 +38,6 %
Echiquier Artificial Intelligence B 220,53 +1,4 +38,6 +13,0 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 02/12/2024 100,19 €
Return 2024 +3,3 %
Echiquier Climate & Biodiversity Impact Europe A 100,19 +0,8 +3,3 +0,0 4/7
Echiquier Entrepreneurs A
NAV As of 02/12/2024 254,99 €
Return 2024 +6,6 %
Echiquier Entrepreneurs A 254,99 +0,3 +6,6 +8,8 4/7
Echiquier Major SRI Growth Europe A
NAV As of 02/12/2024 388,64 €
Return 2024 +10,6 %
Echiquier Major SRI Growth Europe A 388,64 +1,1 +10,6 +7,1 4/7
Echiquier Major SRI Growth Europe Fund B
NAV As of 02/12/2024 209,47 €
Return 2024 +11,2 %
Echiquier Major SRI Growth Europe Fund B 209,47 +1,2 +11,2 +6,9 4/7
Echiquier Positive Impact Europe A
NAV As of 02/12/2024 291,45 €
Return 2024 +7,5 %
Echiquier Positive Impact Europe A 291,45 +1,0 +7,5 +7,5 4/7
Echiquier Robotics A
NAV As of 02/12/2024 276,72 €
Return 2024 +31,2 %
Echiquier Robotics A 276,72 +1,8 +31,2 +11,0 5/7
Echiquier Space B
NAV As of 02/12/2024 134,46 €
Return 2024 +68,3 %
Echiquier Space B 134,46 +0,7 +68,3 +8,8 4/7
Echiquier Value Euro A
NAV As of 02/12/2024 195,16 €
Return 2024 -9,8 %
Echiquier Value Euro A 195,16 -0,6 -9,8 +5,7 4/7
Echiquier World Equity Growth A
NAV As of 02/12/2024 441,66 €
Return 2024 +21,0 %
Echiquier World Equity Growth A 441,66 +1,2 +21,0 +10,7 4/7
Echiquier World Equity Growth Fund B
NAV As of 02/12/2024 333,48 €
Return 2024 +21,8 %
Echiquier World Equity Growth Fund B 333,48 +1,2 +21,8 +11,5 4/7
Echiquier World Next Leaders A
NAV As of 02/12/2024 216,67 €
Return 2024 +11,3 %
Echiquier World Next Leaders A 216,67 +1,2 +11,3 +6,9 5/7
Federis ISR Actions US L
NAV As of 02/12/2024 227,09 €
Return 2024 +28,8 %
Federis ISR Actions US L 227,09 +1,0 +28,8 +13,7 5/7
Tocqueville Biodiversity ISR R
NAV As of 02/12/2024 111,74 €
Return 2024 +13,6 %
Tocqueville Biodiversity ISR R 111,74 +0,6 +13,6 +5,6 4/7
Tocqueville Dividende ISR C
NAV As of 02/12/2024 25,80 €
Return 2024 +3,8 %
Tocqueville Dividende ISR C 25,80 -0,1 +3,8 +4,1 4/7
Tocqueville Environnement ISR C
NAV As of 02/12/2024 253,29 €
Return 2024 +6,1 %
Tocqueville Environnement ISR C 253,29 -0,2 +6,1 +6,1 5/7
Tocqueville Euro Equity ISR C
NAV As of 02/12/2024 274,29 €
Return 2024 +6,9 %
Tocqueville Euro Equity ISR C 274,29 +0,6 +6,9 +4,5 4/7
Tocqueville France ISR C
NAV As of 02/12/2024 67,78 €
Return 2024 -4,0 %
Tocqueville France ISR C 67,78 -0,2 -4,0 +5,8 4/7
Tocqueville Global Tech ISR C
NAV As of 02/12/2024 156,99 €
Return 2024 +31,8 %
Tocqueville Global Tech ISR C 156,99 +1,6 +31,8 +11,8 5/7
Tocqueville Materials for the Future P
NAV As of 02/12/2024 144,38 €
Return 2024 +8,9 %
Tocqueville Materials for the Future P 144,38 -0,1 +8,9 +2,3 6/7
Tocqueville Megatrends ISR C
NAV As of 02/12/2024 20,31 €
Return 2024 +5,7 %
Tocqueville Megatrends ISR C 20,31 +0,7 +5,7 +3,7 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 02/12/2024 60,91 €
Return 2024 -7,4 %
Tocqueville Small Cap Euro ISR C 60,91 -0,5 -7,4 +8,7 4/7
Tocqueville Value Euro ISR R
NAV As of 02/12/2024 132,22 €
Return 2024 +7,1 %
Tocqueville Value Euro ISR R 132,22 -0,1 +7,1 +3,7 5/7
Tocqueville Value Europe ISR P
NAV As of 02/12/2024 270,55 €
Return 2024 +5,5 %
Tocqueville Value Europe ISR P 270,55 +0,1 +5,5 +7,1 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 02/12/2024 1 811,44 €
Return 2024 +4,4 %
Echiquier ARTY SRI A 1 811,44 +0,3 +4,4 +3,7 3/7
Echiquier ARTY SRI Fund A
NAV As of 02/12/2024 128,90 €
Return 2024 +4,0 %
Echiquier ARTY SRI Fund A 128,90 +0,3 +4,0 +3,6 3/7
Echiquier Patrimoine A
NAV As of 02/12/2024 898,84 €
Return 2024 +3,8 %
Echiquier Patrimoine A 898,84 +0,2 +3,8 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 02/12/2024 172,29 €
Return 2024 +4,6 %
Echiquier Credit SRI Europe A 172,29 +0,2 +4,6 +3,2 2/7
  Asset allocation
DPE I Dynamique A
NAV As of 02/12/2024 110,98 €
Return 2024 -
DPE I Dynamique A 110,98 - - - 4/7
DPE L Patrimoine A
NAV As of 02/12/2024 104,55 €
Return 2024 -
DPE L Patrimoine A 104,55 - - - 2/7
Echiquier Allocation Flexible B
NAV As of 02/12/2024 116,86 €
Return 2024 +7,2 %
Echiquier Allocation Flexible B 116,86 +0,4 +7,2 +3,0 3/7
Echiquier Global Flexible A
NAV As of 02/12/2024 119,33 €
Return 2024 -
Echiquier Global Flexible A 119,33 - - - 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