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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major SRI Growth Europe Fund K

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 K - LU0969070282 - NAV : 2 247,14

Performance 2025

+1,45%

Annualized performance

+7,51%since inception
on 17/01/2014

AuM

22,8 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 19/03/2025

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 K Benchmark
3 months +1,44 +10,64
2025 +1,45 +9,44
1 year +3,17 +12,14
3 years +17,58 +32,09
5 years +82,46 +113,05
10 years +80,91 +75,52
Inception +124,71 +117,19

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund K Benchmark
1 year +3,17 +12,14
3 years +5,54 +9,71
5 years +12,77 +16,32
10 years +6,10 +5,78
Inception +7,51 +7,18

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund K +1,45
Benchmark +9,44
Echiquier Major SRI Growth Europe Fund K +9,99
Benchmark +8,59
Echiquier Major SRI Growth Europe Fund K +20,02
Benchmark +15,83
Echiquier Major SRI Growth Europe Fund K -21,82
Benchmark -9,49
Echiquier Major SRI Growth Europe Fund K +25,60
Benchmark +25,13
Echiquier Major SRI Growth Europe Fund K +7,35
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund K +41,05
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund K -7,59
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund K +10,69
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund K -3,06
Benchmark +2,58

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund K +1,44
Benchmark +10,64
Echiquier Major SRI Growth Europe Fund K +1,45
Benchmark +9,44
Echiquier Major SRI Growth Europe Fund K +3,17
Benchmark +12,14
Echiquier Major SRI Growth Europe Fund K +17,58
Benchmark +32,09
Echiquier Major SRI Growth Europe Fund K +82,46
Benchmark +113,05
Echiquier Major SRI Growth Europe Fund K +80,91
Benchmark +75,52
Echiquier Major SRI Growth Europe Fund K +124,71
Benchmark +117,19

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund K +3,17
Benchmark +12,14
Echiquier Major SRI Growth Europe Fund K +5,54
Benchmark +9,71
Echiquier Major SRI Growth Europe Fund K +12,77
Benchmark +16,32
Echiquier Major SRI Growth Europe Fund K +6,10
Benchmark +5,78
Echiquier Major SRI Growth Europe Fund K +7,51
Benchmark +7,18

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,88 10,94 0,21 -1,24 1,10 7,06
3 years 15,23 12,82 0,41 -0,57 1,07 6,76
5 years 16,34 14,80 0,87 -0,44 0,98 7,52

Risk indicators (%)

Fund volatility 13,88
Index volatility 10,94
Sharpe ratio 0,21
Information ratio -1,24
Beta 1,10
Tracking Error 7,06
Fund volatility 15,23
Index volatility 12,82
Sharpe ratio 0,41
Information ratio -0,57
Beta 1,07
Tracking Error 6,76
Fund volatility 16,34
Index volatility 14,80
Sharpe ratio 0,87
Information ratio -0,44
Beta 0,98
Tracking Error 7,52

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 17/01/2014
ISIN Code LU0969070282
SRI PRIIPS 4/7
Minimum subscription amount 100 000 €
Investor profile Reserved for institutional investors and financial intermediairies
Tax included Including tax 1,22%
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)
1,22%
Coûts de transaction
(based on the average of the fund's last 3 fiscal years)
0,20%