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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 25/04/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Tocqueville Small Cap Euro ISR D
NAV As of 25/04/2024 48,92 €
Return 2024 +2,7 %
Tocqueville Small Cap Euro ISR D 48,92 -0,3 +2,7 +6,8 4/7
Tocqueville Small Cap Euro ISR C
NAV As of 25/04/2024 68,76 €
Return 2024 +4,5 %
Tocqueville Small Cap Euro ISR C 68,76 -0,3 +4,5 +9,3 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 25/04/2024 411,86 €
Return 2024 -0,3 %
Echiquier Agenor SRI Mid Cap Europe A 411,86 -0,9 -0,3 +7,3 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 25/04/2024 194,64 €
Return 2024 +0,8 %
Echiquier Agenor SRI Mid Cap Europe Fund B 194,64 0,0 +0,8 +6,6 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 25/04/2024 2 042,61 €
Return 2024 +1,0 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 042,61 0,0 +1,0 +7,2 4/7
Echiquier Entrepreneurs A
NAV As of 25/04/2024 236,14 €
Return 2024 -1,3 %
Echiquier Entrepreneurs A 236,14 -2,1 -1,3 +8,5 4/7
Tocqueville Megatrends ISR C
NAV As of 25/04/2024 20,41 €
Return 2024 +6,2 %
Tocqueville Megatrends ISR C 20,41 +0,0 +6,2 +3,9 4/7
Echiquier Major SRI Growth Europe Fund B
NAV As of 25/04/2024 197,59 €
Return 2024 +4,9 %
Echiquier Major SRI Growth Europe Fund B 197,59 -0,5 +4,9 +6,7 4/7
Echiquier Major SRI Growth Europe Fund K
NAV As of 25/04/2024 2 118,28 €
Return 2024 +5,2 %
Echiquier Major SRI Growth Europe Fund K 2 118,28 -0,5 +5,2 +7,6 4/7
Echiquier World Equity Growth Fund B
NAV As of 25/04/2024 303,24 €
Return 2024 +10,7 %
Echiquier World Equity Growth Fund B 303,24 -0,2 +10,7 +11,2 4/7
Echiquier World Equity Growth Fund K
NAV As of 25/04/2024 3 259,79 €
Return 2024 +11,0 %
Echiquier World Equity Growth Fund K 3 259,79 -0,2 +11,0 +12,2 4/7
Echiquier Agressor A
NAV As of 25/04/2024 1 862,22 €
Return 2024 +6,1 %
Echiquier Agressor A 1 862,22 -0,5 +6,1 +9,6 4/7
Echiquier Major SRI Growth Europe A
NAV As of 25/04/2024 364,03 €
Return 2024 +3,6 %
Echiquier Major SRI Growth Europe A 364,03 -1,0 +3,6 +7,0 4/7
Tocqueville Dividende ISR C
NAV As of 25/04/2024 26,40 €
Return 2024 +6,2 %
Tocqueville Dividende ISR C 26,40 -0,5 +6,2 +4,3 4/7
Tocqueville Dividende ISR D
NAV As of 25/04/2024 12,24 €
Return 2024 +6,3 %
Tocqueville Dividende ISR D 12,24 -0,5 +6,3 +0,9 4/7
Tocqueville Value Europe ISR I
NAV As of 25/04/2024 342,55 €
Return 2024 +6,8 %
Tocqueville Value Europe ISR I 342,55 -0,5 +6,8 +5,9 5/7
Tocqueville Value Europe ISR P
NAV As of 25/04/2024 273,21 €
Return 2024 +6,5 %
Tocqueville Value Europe ISR P 273,21 -0,5 +6,5 +7,3 5/7
Echiquier Value Euro A
NAV As of 25/04/2024 219,69 €
Return 2024 +1,5 %
Echiquier Value Euro A 219,69 -0,4 +1,5 +7,1 4/7
Echiquier Value Euro B
NAV As of 25/04/2024 118,28 €
Return 2024 +1,9 %
Echiquier Value Euro B 118,28 -0,4 +1,9 +5,9 4/7
Tocqueville Materials for the Future P
NAV As of 25/04/2024 144,50 €
Return 2024 +9,0 %
Tocqueville Materials for the Future P 144,50 +0,6 +9,0 +2,4 6/7
Echiquier World Equity Growth A
NAV As of 25/04/2024 399,62 €
Return 2024 +9,4 %
Echiquier World Equity Growth A 399,62 -0,9 +9,4 +10,4 5/7
Echiquier World Next Leaders A
NAV As of 25/04/2024 191,50 €
Return 2024 -1,6 %
Echiquier World Next Leaders A 191,50 -1,1 -1,6 +6,1 6/7
Echiquier World Next Leaders K
NAV As of 25/04/2024 105,82 €
Return 2024 -1,4 %
Echiquier World Next Leaders K 105,82 -1,1 -1,4 -1,3 6/7
Echiquier Positive Impact Europe A
NAV As of 25/04/2024 282,79 €
Return 2024 +4,3 %
Echiquier Positive Impact Europe A 282,79 -1,0 +4,3 +7,6 4/7
Echiquier Positive Impact Europe G
NAV As of 25/04/2024 154,23 €
Return 2024 +4,5 %
Echiquier Positive Impact Europe G 154,23 -1,0 +4,5 +7,0 4/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 25/04/2024 99,29 €
Return 2024 +2,4 %
Echiquier Climate & Biodiversity Impact Europe A 99,29 -0,6 +2,4 -0,2 4/7
Echiquier Artificial Intelligence B
NAV As of 25/04/2024 171,83 €
Return 2024 +8,0 %
Echiquier Artificial Intelligence B 171,83 -0,1 +8,0 +9,7 6/7
Echiquier Artificial Intelligence K
NAV As of 25/04/2024 180,86 €
Return 2024 +8,2 %
Echiquier Artificial Intelligence K 180,86 -0,1 +8,2 +10,7 6/7
Echiquier Artificial Intelligence B USD
NAV As of 25/04/2024 72,60 €
Return 2024 +4,6 %
Echiquier Artificial Intelligence B USD 72,60 -0,1 +4,6 -9,3 6/7
Echiquier Space B
NAV As of 25/04/2024 83,93 €
Return 2024 +5,1 %
Echiquier Space B 83,93 -0,2 +5,1 -5,9 5/7
Tocqueville France ISR C
NAV As of 25/04/2024 74,40 €
Return 2024 +5,3 %
Tocqueville France ISR C 74,40 -0,1 +5,3 +6,5 5/7
Tocqueville France ISR D
NAV As of 25/04/2024 62,76 €
Return 2024 +5,3 %
Tocqueville France ISR D 62,76 -0,1 +5,3 +5,6 5/7
  Multi assets
Echiquier Arty SRI A
NAV As of 25/04/2024 1 736,01 €
Return 2024 +0,0 %
Echiquier Arty SRI A 1 736,01 -0,2 +0,0 +3,5 3/7
Echiquier Arty SRI Fund A
NAV As of 25/04/2024 124,07 €
Return 2024 +0,1 %
Echiquier Arty SRI Fund A 124,07 -0,2 +0,1 +3,5 3/7
Echiquier Arty SRI Fund G
NAV As of 25/04/2024 1 258,88 €
Return 2024 +0,2 %
Echiquier Arty SRI Fund G 1 258,88 -0,2 +0,2 +2,8 3/7
Echiquier Patrimoine A
NAV As of 25/04/2024 872,99 €
Return 2024 +0,8 %
Echiquier Patrimoine A 872,99 -0,1 +0,8 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Credit SRI Europe A
NAV As of 25/04/2024 163,73 €
Return 2024 -0,6 %
Echiquier Credit SRI Europe A 163,73 -0,2 -0,6 +3,0 2/7
Echiquier Convexité SRI Europe A
NAV As of 25/04/2024 1 267,49 €
Return 2024 +1,5 %
Echiquier Convexité SRI Europe A 1 267,49 +0,2 +1,5 +1,4 3/7
  Asset allocation
DPE I Dynamique A
NAV As of 25/04/2024 99,37 €
Return 2024 -
DPE I Dynamique A 99,37 - - - 4/7
DPE L Patrimoine A
NAV As of 25/04/2024 100,21 €
Return 2024 -
DPE L Patrimoine A 100,21 - - - 2/7
Echiquier Allocation Flexible A
NAV As of 25/04/2024 125,51 €
Return 2024 +0,9 %
Echiquier Allocation Flexible A 125,51 -0,1 +0,9 +2,7 3/7
Echiquier Allocation Flexible B
NAV As of 25/04/2024 109,90 €
Return 2024 +0,8 %
Echiquier Allocation Flexible B 109,90 -0,1 +0,8 +2,1 3/7
Echiquier Global Flexible A
NAV As of 25/04/2024 111,23 €
Return 2024 -
Echiquier Global Flexible A 111,23 - - - 3/7
Echiquier Global Flexible G
NAV As of 25/04/2024 112,16 €
Return 2024 -
Echiquier Global Flexible G 112,16 - - - 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