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EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

Echiquier Positive Impact Europe G

Echiquier Positive Impact Europe is a bottom up stock-picking fund. It invests in European stocks caracterised by their good governance, the quality of their social and environmental policies and who contribute to the United Nations Sustainable Development Goals.

Performance 2024

+12,19%

Annualized performance

+8,03%since inception
on 01/12/2017

AuM

509,5 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 13/06/2024

Fund news

Fund Spotlight 19/01/2023

Echiquier Positive Impact Europe investment review

SRI News 13/07/2022

Time for action

Fund Managers

Adrien Bommelaer

Fund Manager

Paul Merle, CIIA

Fund Manager

Luc Olivier, CFA

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 Positive Impact Europe G Benchmark
3 months +3,38 +3,38
2024 +12,19 +9,96
1 year +19,86 +14,47
3 years +11,00 +23,93
5 years +55,68 +53,21
10 years - -
Inception +65,64 +59,56

Annualised performance (%)

Echiquier Positive Impact Europe G Benchmark
1 year +19,80 +14,43
3 years +3,54 +7,41
5 years +9,25 +8,90
10 years - -
Inception +8,03 +7,41

Calendar performance (%)

Echiquier Positive Impact Europe G +12,19
Benchmark +9,96
Echiquier Positive Impact Europe G +17,55
Benchmark +15,83
Echiquier Positive Impact Europe G -22,33
Benchmark -9,49
Echiquier Positive Impact Europe G +17,09
Benchmark +25,13
Echiquier Positive Impact Europe G +16,83
Benchmark -3,32
Echiquier Positive Impact Europe G +33,69
Benchmark +26,05
Echiquier Positive Impact Europe G -13,03
Benchmark -10,57

Cumulative performance (%)

Echiquier Positive Impact Europe G +3,38
Benchmark +3,38
Echiquier Positive Impact Europe G +12,19
Benchmark +9,96
Echiquier Positive Impact Europe G +19,86
Benchmark +14,47
Echiquier Positive Impact Europe G +11,00
Benchmark +23,93
Echiquier Positive Impact Europe G +55,68
Benchmark +53,21
Echiquier Positive Impact Europe G -
Benchmark -
Echiquier Positive Impact Europe G +65,64
Benchmark +59,56

Annualised performance (%)

Echiquier Positive Impact Europe G +19,80
Benchmark +14,43
Echiquier Positive Impact Europe G +3,54
Benchmark +7,41
Echiquier Positive Impact Europe G +9,25
Benchmark +8,90
Echiquier Positive Impact Europe G -
Benchmark -
Echiquier Positive Impact Europe G +8,03
Benchmark +7,41

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,72 11,34 1,66 0,78 1,07 6,40
3 years 16,42 13,58 0,31 -0,54 1,09 7,20
5 years 17,57 17,82 0,65 0,00 0,89 7,62

Risk indicators (%)

Fund volatility 13,72
Index volatility 11,34
Sharpe ratio 1,66
Information ratio 0,78
Beta 1,07
Tracking Error 6,40
Fund volatility 16,42
Index volatility 13,58
Sharpe ratio 0,31
Information ratio -0,54
Beta 1,09
Tracking Error 7,20
Fund volatility 17,57
Index volatility 17,82
Sharpe ratio 0,65
Information ratio 0,00
Beta 0,89
Tracking Error 7,62

Characteristics

General characteristics of the fund
Fund Inception 19/03/2010
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 01/12/2017
ISIN Code FR0013299294
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile For marketing by financial intermediaries only
Tax included Including tax 1,20%
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)
1,21%
Coûts de transaction
(based on the average of the fund's last 3 fiscal years)
0,22%