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EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

Echiquier Positive Impact Europe G

Echiquier Positive Impact Europe is an SRI-labelled SICAV invested in European companies whose activity provides solutions to sustainable development objectives

Class G - FR0013299294 - NAV : 162,85

Performance 2026

+4,93%

Annualized performance

+6,11%since inception
on 01/12/2017

AuM

465,4 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 17/02/2026

Fund news

SRI News 25/11/2025

The textile industry: a decisive transition

Fund Spotlight 14/11/2025

Update on... ECHIQUIER POSITIVE IMPACT EUROPE | November 2025

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 +6,97 +8,66
2026 +4,93 +5,02
1 year -5,35 +14,21
3 years +19,92 +43,98
5 years +15,46 +71,02
10 years - -
Inception +62,85 +97,57

Annualised performance (%)

Echiquier Positive Impact Europe G Benchmark
1 year -5,35 +14,21
3 years +6,24 +12,91
5 years +2,91 +11,32
10 years - -
Inception +6,11 +8,64

Calendar performance (%)

Echiquier Positive Impact Europe G +4,93
Benchmark +5,02
Echiquier Positive Impact Europe G -1,62
Benchmark +19,39
Echiquier Positive Impact Europe G +6,85
Benchmark +8,59
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 +6,97
Benchmark +8,66
Echiquier Positive Impact Europe G +4,93
Benchmark +5,02
Echiquier Positive Impact Europe G -5,35
Benchmark +14,21
Echiquier Positive Impact Europe G +19,92
Benchmark +43,98
Echiquier Positive Impact Europe G +15,46
Benchmark +71,02
Echiquier Positive Impact Europe G -
Benchmark -
Echiquier Positive Impact Europe G +62,85
Benchmark +97,57

Annualised performance (%)

Echiquier Positive Impact Europe G -5,35
Benchmark +14,21
Echiquier Positive Impact Europe G +6,24
Benchmark +12,91
Echiquier Positive Impact Europe G +2,91
Benchmark +11,32
Echiquier Positive Impact Europe G -
Benchmark -
Echiquier Positive Impact Europe G +6,11
Benchmark +8,64

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,34 13,58 -0,36 -3,66 0,90 5,45
3 years 13,54 12,35 0,52 -1,09 0,98 6,00
5 years 15,32 13,15 0,28 -1,19 1,05 6,74

Risk indicators (%)

Fund volatility 13,34
Index volatility 13,58
Sharpe ratio -0,36
Information ratio -3,66
Beta 0,90
Tracking Error 5,45
Fund volatility 13,54
Index volatility 12,35
Sharpe ratio 0,52
Information ratio -1,09
Beta 0,98
Tracking Error 6,00
Fund volatility 15,32
Index volatility 13,15
Sharpe ratio 0,28
Information ratio -1,19
Beta 1,05
Tracking Error 6,74

Characteristics

General characteristics of the fund
Fund Inception 19/03/2010
Investment management company La Financière de l'Echiquier
Legal form
Classification Number of investment funds managed
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 1,11%
Operating expenses and other services 0,09%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%
Management fees and other administrative and operating expenses
(based on the fund’s last fiscal year)
1,20%
Transaction costs
(based on the average of the fund’s last 3 fiscal years)
0,38%