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EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

Echiquier Climate & Biodiversity Impact Europe A

Echiquier Climate Impact & Biodiversity Europe is a sub-fund of an SRI-labelled SICAV that invests in responsible European companies which contribute to the energy and ecological transition.

Class A - FR0013517273 - NAV : 102,85

Performance 2025

+5,68%

Annualized performance

+0,64%since inception
on 15/12/2020

AuM

60,4 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 19/05/2025

Fund news

SRI News 28/03/2025

Green gold

Fund Spotlight 16/10/2024

Update on... Echiquier Climate & Biodiversity Impact Europe | October 2024

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier, CFA

Fund manager

Paul Merle, CIIA

Fund Manager

Performance

-

Price data

Calendar performance (%)

Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
3 months -0,49 +0,84
2025 +5,68 +10,12
1 year -1,96 +7,83
3 years +7,53 +37,52
5 years - -
10 years - -
Inception +2,85 +59,07

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A Benchmark
1 year -1,96 +7,83
3 years +2,45 +11,19
5 years - -
10 years - -
Inception +0,64 +11,05

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe A +5,68
Benchmark +10,12
Echiquier Climate & Biodiversity Impact Europe A +0,36
Benchmark +8,59
Echiquier Climate & Biodiversity Impact Europe A +9,43
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe A -24,54
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe A +15,23
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe A -0,49
Benchmark +0,84
Echiquier Climate & Biodiversity Impact Europe A +5,68
Benchmark +10,12
Echiquier Climate & Biodiversity Impact Europe A -1,96
Benchmark +7,83
Echiquier Climate & Biodiversity Impact Europe A +7,53
Benchmark +37,52
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A +2,85
Benchmark +59,07

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe A -1,96
Benchmark +7,83
Echiquier Climate & Biodiversity Impact Europe A +2,45
Benchmark +11,19
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe A +0,64
Benchmark +11,05

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 14,86 14,74 -0,08 -1,95 0,97 5,09
3 years 16,01 13,95 0,21 -1,65 1,09 5,50
5 years - - - - - -

Risk indicators (%)

Fund volatility 14,86
Index volatility 14,74
Sharpe ratio -0,08
Information ratio -1,95
Beta 0,97
Tracking Error 5,09
Fund volatility 16,01
Index volatility 13,95
Sharpe ratio 0,21
Information ratio -1,65
Beta 1,09
Tracking Error 5,50
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -

Characteristics

General characteristics of the fund
Fund Inception 15/12/2020
Société de gestion La Financière de l'Echiquier
Legal form
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency (EUR)
Custodian BNP Paribas SA
Fund Administrator Société Générale
SFDR classification Article 9
Share class characteristics
Fund Inception 15/12/2020
ISIN Code FR0013517273
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile
Tax included Including tax 1,80%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%
Frais de gestion et autres frais administratifs et d'exploitation
(based on the fund's last fiscal year)
1,81%
Coûts de transaction
(based on the average of the fund's last 3 fiscal years)
0,32%