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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

+11,17%

Annualized performance

+10,00%since inception
on 08/11/2013

AuM

47,2 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 21/09/2023

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 -1,48 +1,34
2023 +11,17 +11,29
1 year +5,44 +6,88
3 years +19,25 +37,79
5 years +36,02 +51,46
10 years - -
Inception +156,27 +155,48

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year +5,44 +6,88
3 years +6,04 +11,28
5 years +6,34 +8,65
10 years - -
Inception +10,00 +9,97

Calendar performance (%)

Echiquier World Equity Growth Fund B +11,17
Benchmark +11,29
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 -1,48
Benchmark +1,34
Echiquier World Equity Growth Fund B +11,17
Benchmark +11,29
Echiquier World Equity Growth Fund B +5,44
Benchmark +6,88
Echiquier World Equity Growth Fund B +19,25
Benchmark +37,79
Echiquier World Equity Growth Fund B +36,02
Benchmark +51,46
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +156,27
Benchmark +155,48

Annualised performance (%)

Echiquier World Equity Growth Fund B +5,44
Benchmark +6,88
Echiquier World Equity Growth Fund B +6,04
Benchmark +11,28
Echiquier World Equity Growth Fund B +6,34
Benchmark +8,65
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +10,00
Benchmark +9,97

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 10,69 11,73 0,64 -0,11 0,79 5,77
3 years 13,75 13,36 0,55 -0,88 0,95 5,59
5 years 17,17 16,37 0,50 -0,30 0,96 6,96

Risk indicators (%)

Fund volatility 10,69
Index volatility 11,73
Sharpe ratio 0,64
Information ratio -0,11
Beta 0,79
Tracking Error 5,77
Fund volatility 13,75
Index volatility 13,36
Sharpe ratio 0,55
Information ratio -0,88
Beta 0,95
Tracking Error 5,59
Fund volatility 17,17
Index volatility 16,37
Sharpe ratio 0,50
Information ratio -0,30
Beta 0,96
Tracking Error 6,96

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%