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EQUITIES / LARGE CAP

Echiquier Major SRI Growth Europe A

Echiquier Major SRI Growth Europe is an SRI fund invested in European large cap growth stocks which are sector leaders, and are selected for the quality of their governance and their environmental and social policies.

Class A - FR0010321828 - NAV : 316,37

Performance 2022

-18,27%

Annualized performance

+6,72%since inception
on 11/03/2005

AuM

878,5 € millions

Investment horizon

5 years

Risk level

6/7

As of 25/11/2022

Fund news

Fund Spotlight 23/02/2022

Fund Stories - Echiquier Major SRI Growth Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Paul Merle

Fund Manager

Performance

Price data

Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.

Calendar performance (%)

Echiquier Major SRI Growth Europe A Benchmark
2022 -18,27 -6,21
2021 +24,13 +25,13
2020 +6,12 -3,32
2019 +39,98 +26,05
2018 -8,27 -10,57
2017 +9,64 +10,24
2016 -4,03 +2,58
2015 +7,54 +8,22
2014 +4,52 +6,84
2013 +18,59 +19,82

Cumulative performance (%)

Echiquier Major SRI Growth Europe A Benchmark
3 months -2,53 +1,88
2022 -18,27 -6,21
1 year -16,63 -4,93
3 years +9,85 +15,55
5 years +37,27 +28,93
10 years +97,32 +105,04
Inception +216,37 +113,05

Annualised performance (%)

Echiquier Major SRI Growth Europe A Benchmark
1 year -16,63 -4,93
3 years +3,18 +4,93
5 years +6,54 +5,21
10 years +7,03 +7,44
Inception +6,72 +4,36

Calendar performance (%)

Echiquier Major SRI Growth Europe A -18,27
Benchmark -6,21
Echiquier Major SRI Growth Europe A +24,13
Benchmark +25,13
Echiquier Major SRI Growth Europe A +6,12
Benchmark -3,32
Echiquier Major SRI Growth Europe A +39,98
Benchmark +26,05
Echiquier Major SRI Growth Europe A -8,27
Benchmark -10,57
Echiquier Major SRI Growth Europe A +9,64
Benchmark +10,24
Echiquier Major SRI Growth Europe A -4,03
Benchmark +2,58
Echiquier Major SRI Growth Europe A +7,54
Benchmark +8,22
Echiquier Major SRI Growth Europe A +4,52
Benchmark +6,84
Echiquier Major SRI Growth Europe A +18,59
Benchmark +19,82

Cumulative performance (%)

Echiquier Major SRI Growth Europe A -2,53
Benchmark +1,88
Echiquier Major SRI Growth Europe A -18,27
Benchmark -6,21
Echiquier Major SRI Growth Europe A -16,63
Benchmark -4,93
Echiquier Major SRI Growth Europe A +9,85
Benchmark +15,55
Echiquier Major SRI Growth Europe A +37,27
Benchmark +28,93
Echiquier Major SRI Growth Europe A +97,32
Benchmark +105,04
Echiquier Major SRI Growth Europe A +216,37
Benchmark +113,05

Annualised performance (%)

Echiquier Major SRI Growth Europe A -16,63
Benchmark -4,93
Echiquier Major SRI Growth Europe A +3,18
Benchmark +4,93
Echiquier Major SRI Growth Europe A +6,54
Benchmark +5,21
Echiquier Major SRI Growth Europe A +7,03
Benchmark +7,44
Echiquier Major SRI Growth Europe A +6,72
Benchmark +4,36

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 20,60 16,79 -0,63 -1,34 1,08 9,87
3 years 21,30 20,96 0,27 -0,23 0,94 8,39
5 years 18,55 17,99 0,49 0,22 0,95 7,40

Risk indicators (%)

Fund volatility 20,60
Index volatility 16,79
Sharpe ratio -0,63
Information ratio -1,34
Beta 1,08
Tracking Error 9,87
Fund volatility 21,30
Index volatility 20,96
Sharpe ratio 0,27
Information ratio -0,23
Beta 0,94
Tracking Error 8,39
Fund volatility 18,55
Index volatility 17,99
Sharpe ratio 0,49
Information ratio 0,22
Beta 0,95
Tracking Error 7,40

Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
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 8
Share class characteristics
Fund Inception 11/03/2005
ISIN Code FR0010321828
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,39%
Maximum subscription fee 3,00%
Redemption fee 0,00%