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EQUITIES / LARGE CAP

Echiquier World Equity Growth Fund B

Echiquier World Equity Growth is a stock-picking fund invested in large international stocks that are highly exposed to global growth and enjoy a clear global leadership in their respective markets.

Performance 2023

+4,41%

Annualized performance

+9,83%since inception
on 08/11/2013

AuM

42,2 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 20/03/2023

Fund news

Fund Spotlight 14/03/2023

Market Update - Echiquier World Equity Growth

Fund Spotlight 13/06/2022

Market Update - Echiquier World Equity Growth

Fund Managers

David Ross, CFA

Fund Manager

Nina Lagron, CFA

Fund Manager

Louis Bersin

Fund manager / Senior Analyst

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 World Equity Growth Fund B Benchmark
3 months +3,36 +2,42
2023 +4,41 +2,28
1 year -9,68 -7,17
3 years +46,68 +63,46
5 years +38,62 +49,96
10 years - -
Inception +140,68 +134,80

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year -9,68 -7,17
3 years +13,62 +17,80
5 years +6,74 +8,44
10 years - -
Inception +9,83 +9,54

Calendar performance (%)

Echiquier World Equity Growth Fund B +4,41
Benchmark +2,28
Echiquier World Equity Growth Fund B -15,54
Benchmark -13,01
Echiquier World Equity Growth Fund B +11,88
Benchmark +27,54
Echiquier World Equity Growth Fund B +18,12
Benchmark +6,65
Echiquier World Equity Growth Fund B +27,93
Benchmark +28,93
Echiquier World Equity Growth Fund B +0,49
Benchmark -4,85
Echiquier World Equity Growth Fund B +16,17
Benchmark +8,90
Echiquier World Equity Growth Fund B +3,95
Benchmark +11,09
Echiquier World Equity Growth Fund B +17,06
Benchmark +8,72
Echiquier World Equity Growth Fund B +12,44
Benchmark +18,70

Cumulative performance (%)

Echiquier World Equity Growth Fund B +3,36
Benchmark +2,42
Echiquier World Equity Growth Fund B +4,41
Benchmark +2,28
Echiquier World Equity Growth Fund B -9,68
Benchmark -7,17
Echiquier World Equity Growth Fund B +46,68
Benchmark +63,46
Echiquier World Equity Growth Fund B +38,62
Benchmark +49,96
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +140,68
Benchmark +134,80

Annualised performance (%)

Echiquier World Equity Growth Fund B -9,68
Benchmark -7,17
Echiquier World Equity Growth Fund B +13,62
Benchmark +17,80
Echiquier World Equity Growth Fund B +6,74
Benchmark +8,44
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +9,83
Benchmark +9,54

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,73 15,85 -0,49 -0,32 0,97 6,66
3 years 15,55 15,31 0,99 -0,61 0,92 6,72
5 years 17,37 16,25 0,58 -0,16 0,98 7,27

Risk indicators (%)

Fund volatility 16,73
Index volatility 15,85
Sharpe ratio -0,49
Information ratio -0,32
Beta 0,97
Tracking Error 6,66
Fund volatility 15,55
Index volatility 15,31
Sharpe ratio 0,99
Information ratio -0,61
Beta 0,92
Tracking Error 6,72
Fund volatility 17,37
Index volatility 16,25
Sharpe ratio 0,58
Information ratio -0,16
Beta 0,98
Tracking Error 7,27

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Legal form Sicav (sub-fund)
Reference indicator MSCI ACWI NET RETURN EUR
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 LU0969070019
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,75%
Maximum subscription fee 3,00%
Redemption fee 0,00%