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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 13/03/2025 NAV (€) Return D-1 (%) Return 2025 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 13/03/2025 417,17 €
Return 2025 +0,1 %
Echiquier Agenor SRI Mid Cap Europe A 417,17 -0,9 +0,1 +7,0 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 13/03/2025 195,91 €
Return 2025 +0,2 %
Echiquier Agenor SRI Mid Cap Europe Fund B 195,91 -0,9 +0,2 +6,1 4/7
Echiquier Agressor A
NAV As of 13/03/2025 1 935,66 €
Return 2025 +5,3 %
Echiquier Agressor A 1 935,66 -0,3 +5,3 +9,5 4/7
Echiquier Artificial Intelligence B
NAV As of 13/03/2025 192,25 €
Return 2025 -11,4 %
Echiquier Artificial Intelligence B 192,25 -2,4 -11,4 +10,2 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 13/03/2025 99,32 €
Return 2025 +2,1 %
Echiquier Climate & Biodiversity Impact Europe A 99,32 -0,4 +2,1 -0,2 4/7
Echiquier Entrepreneurs A
NAV As of 13/03/2025 253,51 €
Return 2025 -1,7 %
Echiquier Entrepreneurs A 253,51 -1,1 -1,7 +8,5 4/7
Echiquier Major SRI Growth Europe A
NAV As of 13/03/2025 375,85 €
Return 2025 -1,3 %
Echiquier Major SRI Growth Europe A 375,85 -0,6 -1,3 +6,8 4/7
Echiquier Major SRI Growth Europe Fund B
NAV As of 13/03/2025 203,09 €
Return 2025 -1,2 %
Echiquier Major SRI Growth Europe Fund B 203,09 -0,6 -1,2 +6,4 4/7
Echiquier Positive Impact Europe A
NAV As of 13/03/2025 287,65 €
Return 2025 -0,1 %
Echiquier Positive Impact Europe A 287,65 -0,5 -0,1 +7,3 4/7
Echiquier Robotics A
NAV As of 13/03/2025 254,87 €
Return 2025 -8,5 %
Echiquier Robotics A 254,87 -1,3 -8,5 +9,7 5/7
Echiquier Space B
NAV As of 13/03/2025 131,64 €
Return 2025 -2,7 %
Echiquier Space B 131,64 -0,7 -2,7 +7,5 4/7
Echiquier Value Euro A
NAV As of 13/03/2025 217,63 €
Return 2025 +8,7 %
Echiquier Value Euro A 217,63 -0,6 +8,7 +6,5 4/7
Echiquier World Equity Growth A
NAV As of 13/03/2025 411,17 €
Return 2025 -6,8 %
Echiquier World Equity Growth A 411,17 -0,9 -6,8 +9,9 4/7
Echiquier World Equity Growth Fund B
NAV As of 13/03/2025 311,31 €
Return 2025 -6,6 %
Echiquier World Equity Growth Fund B 311,31 -0,7 -6,6 +10,5 4/7
Echiquier World Next Leaders A
NAV As of 13/03/2025 186,28 €
Return 2025 -11,0 %
Echiquier World Next Leaders A 186,28 -0,8 -11,0 +5,4 5/7
Federis ISR Actions US L
NAV As of 13/03/2025 201,25 €
Return 2025 -9,5 %
Federis ISR Actions US L 201,25 -1,2 -9,5 +11,1 5/7
Tocqueville Biodiversity ISR R
NAV As of 13/03/2025 103,13 €
Return 2025 -3,9 %
Tocqueville Biodiversity ISR R 103,13 -0,8 -3,9 +1,3 4/7
Tocqueville Dividende ISR C
NAV As of 13/03/2025 30,09 €
Return 2025 +15,2 %
Tocqueville Dividende ISR C 30,09 -0,1 +15,2 +4,7 4/7
Tocqueville Environnement ISR C
NAV As of 13/03/2025 260,12 €
Return 2025 +3,1 %
Tocqueville Environnement ISR C 260,12 -0,8 +3,1 +6,2 5/7
Tocqueville Euro Equity ISR C
NAV As of 13/03/2025 296,81 €
Return 2025 +8,2 %
Tocqueville Euro Equity ISR C 296,81 -0,5 +8,2 +4,8 4/7
Tocqueville France ISR C
NAV As of 13/03/2025 74,08 €
Return 2025 +7,7 %
Tocqueville France ISR C 74,08 -0,7 +7,7 +6,2 4/7
Tocqueville Global Tech ISR C
NAV As of 13/03/2025 135,68 €
Return 2025 -13,5 %
Tocqueville Global Tech ISR C 135,68 -1,8 -13,5 +7,3 5/7
Tocqueville Materials for the Future P
NAV As of 13/03/2025 141,11 €
Return 2025 +5,4 %
Tocqueville Materials for the Future P 141,11 +1,9 +5,4 +2,1 6/7
Tocqueville Megatrends ISR C
NAV As of 13/03/2025 21,24 €
Return 2025 +6,6 %
Tocqueville Megatrends ISR C 21,24 -0,2 +6,6 +3,9 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 13/03/2025 64,58 €
Return 2025 +5,1 %
Tocqueville Small Cap Euro ISR C 64,58 -1,1 +5,1 +8,8 4/7
Tocqueville Value Euro ISR R
NAV As of 13/03/2025 151,36 €
Return 2025 +13,8 %
Tocqueville Value Euro ISR R 151,36 -0,2 +13,8 +5,3 5/7
Tocqueville Value Europe ISR P
NAV As of 13/03/2025 300,18 €
Return 2025 +10,6 %
Tocqueville Value Europe ISR P 300,18 -0,2 +10,6 +7,4 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 13/03/2025 1 810,96 €
Return 2025 +0,7 %
Echiquier ARTY SRI A 1 810,96 -0,2 +0,7 +3,6 3/7
Echiquier ARTY SRI Fund A
NAV As of 13/03/2025 128,57 €
Return 2025 +0,5 %
Echiquier ARTY SRI Fund A 128,57 -0,2 +0,5 +3,5 3/7
Echiquier Patrimoine A
NAV As of 13/03/2025 902,20 €
Return 2025 +0,6 %
Echiquier Patrimoine A 902,20 -0,1 +0,6 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 13/03/2025 170,40 €
Return 2025 -0,6 %
Echiquier Credit SRI Europe A 170,40 -0,1 -0,6 +3,1 2/7
  Asset allocation
DPE I Dynamique A
NAV As of 13/03/2025 103,31 €
Return 2025 -4,8 %
DPE I Dynamique A 103,31 +0,6 -4,8 +3,8 4/7
DPE L Patrimoine A
NAV As of 13/03/2025 103,05 €
Return 2025 -0,8 %
DPE L Patrimoine A 103,05 +0,1 -0,8 +3,1 2/7
Echiquier Allocation Flexible B
NAV As of 13/03/2025 112,07 €
Return 2025 -2,0 %
Echiquier Allocation Flexible B 112,07 -0,1 -2,0 +2,1 3/7
Echiquier Global Flexible A
NAV As of 13/03/2025 113,26 €
Return 2025 -
Echiquier Global Flexible A 113,26 - - - 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
97%
of Asset under Management

As of 31/12/2024