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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major SRI Growth Europe Fund B

Echiquier Major is a bottom up stock-picking fund. Its investment universe is European large-cap growth stocks that have an asserted position of leadership in their industry.

Class B - LU0969070365 - NAV : 205,20

Performance 2025

-0,74%

Annualized performance

+6,39%since inception
on 08/11/2013

AuM

22,2 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 13/05/2025

Fund news

Fund Spotlight 11/12/2024

Update on Echiquier Major SRI Growth Europe | December 2024

Fund Managers

Adrien Bommelaer

Fund Manager

Marion Cohet-Boucheron

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 Major SRI Growth Europe Fund B Benchmark
3 months -9,40 -0,56
2025 -0,74 +8,57
1 year +1,38 +6,69
3 years +22,23 +35,76
5 years +48,61 +89,14
10 years +65,26 +75,49
Inception +104,03 +124,41

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
1 year +1,38 +6,69
3 years +6,91 +10,72
5 years +8,24 +13,59
10 years +5,15 +5,78
Inception +6,39 +7,27

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund B -0,74
Benchmark +8,57
Echiquier Major SRI Growth Europe Fund B +9,17
Benchmark +8,59
Echiquier Major SRI Growth Europe Fund B +19,13
Benchmark +15,83
Echiquier Major SRI Growth Europe Fund B -22,40
Benchmark -9,49
Echiquier Major SRI Growth Europe Fund B +24,67
Benchmark +25,13
Echiquier Major SRI Growth Europe Fund B +6,55
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund B +39,84
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund B -8,56
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund B +9,58
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund B -4,05
Benchmark +2,58

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund B -9,40
Benchmark -0,56
Echiquier Major SRI Growth Europe Fund B -0,74
Benchmark +8,57
Echiquier Major SRI Growth Europe Fund B +1,38
Benchmark +6,69
Echiquier Major SRI Growth Europe Fund B +22,23
Benchmark +35,76
Echiquier Major SRI Growth Europe Fund B +48,61
Benchmark +89,14
Echiquier Major SRI Growth Europe Fund B +65,26
Benchmark +75,49
Echiquier Major SRI Growth Europe Fund B +104,03
Benchmark +124,41

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B +1,38
Benchmark +6,69
Echiquier Major SRI Growth Europe Fund B +6,91
Benchmark +10,72
Echiquier Major SRI Growth Europe Fund B +8,24
Benchmark +13,59
Echiquier Major SRI Growth Europe Fund B +5,15
Benchmark +5,78
Echiquier Major SRI Growth Europe Fund B +6,39
Benchmark +7,27

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,21 14,59 0,05 -0,84 1,00 7,18
3 years 15,76 13,91 0,48 -0,57 1,03 6,70
5 years 16,10 14,85 0,58 -0,71 0,96 7,50

Risk indicators (%)

Fund volatility 16,21
Index volatility 14,59
Sharpe ratio 0,05
Information ratio -0,84
Beta 1,00
Tracking Error 7,18
Fund volatility 15,76
Index volatility 13,91
Sharpe ratio 0,48
Information ratio -0,57
Beta 1,03
Tracking Error 6,70
Fund volatility 16,10
Index volatility 14,85
Sharpe ratio 0,58
Information ratio -0,71
Beta 0,96
Tracking Error 7,50

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
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 Luxembourg
Fund Administrator BNP Paribas Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 08/11/2013
ISIN Code LU0969070365
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile
Tax included Including tax 1,75%
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)
1,96%
Coûts de transaction
(based on the average of the fund's last 3 fiscal years)
0,20%