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.
Class B - LU0969070019 - NAV : 242,03€
As of 20/05/2022
Fund Managers
Fund Manager
David Ross, CFA, is a graduate of Yale University and Syracuse University and has worked throughout his career in the United States. He has acquired his equity management experience over 20 years, notably at US Trust, Citi Private Bank and then Chevy Chase Trust Investment Advisors as a Director and emerging market fund manager. He joined La Financière de l’Echiquier’s Global team in September 2014.
Fund Manager
Nina Lagron holds a Master's degree in Finance from the University of Paris-Dauphine and is a CFA charterholder. She began her career in 1998 at UBS as an investment banker before joining Fortis Investments as a fund manager-analyst in 2002. Nina has then worked as an international equity manager at Crédit Agricole Asset Management, then at Amundi, at Gemway Assets and finally at La Française. Nina joined La Financière de l'Echiquier in 2022 as co-manager of the international equity fund Echiquier World Equity Growth.
Fund manager
After obtaining an MsC in Finance from the London School of Economics, Louis started his professional career in 2015 as a thematic fund manager assistant at Amundi. He joined La Financière de l’Echiquier in 2018 as an analyst for the global and thematic equity team. In 2021, Louis becomes Fund Manager of Echiquier World Equity Growth.
Performance
Price data
Past performances do not guarantee future performances and are not constant over time.
Fund and index performances include dividend distributed (strating January 1st 2013). Until 2012 included, index performance was calculated ex dividend.
Calendar performance (%)
| 2022 | |
| Echiquier World Equity Growth Fund B | -11,33 |
| Benchmark | -10,63 |
| 2021 | |
| Echiquier World Equity Growth Fund B | +11,88 |
| Benchmark | +27,54 |
| 2020 | |
| Echiquier World Equity Growth Fund B | +18,12 |
| Benchmark | +6,65 |
| 2019 | |
| Echiquier World Equity Growth Fund B | +27,93 |
| Benchmark | +28,93 |
| 2018 | |
| Echiquier World Equity Growth Fund B | +0,49 |
| Benchmark | -4,85 |
| 2017 | |
| Echiquier World Equity Growth Fund B | +16,17 |
| Benchmark | +8,90 |
| 2016 | |
| Echiquier World Equity Growth Fund B | +3,95 |
| Benchmark | +11,09 |
| 2015 | |
| Echiquier World Equity Growth Fund B | +17,06 |
| Benchmark | +8,72 |
| 2014 | |
| Echiquier World Equity Growth Fund B | +12,44 |
| Benchmark | +18,70 |
Cumulative performance (%)
| 3 months | |
| Echiquier World Equity Growth Fund B | -6,30 |
| Benchmark | -4,46 |
| 2022 | |
| Echiquier World Equity Growth Fund B | -11,33 |
| Benchmark | -10,63 |
| 1 year | |
| Echiquier World Equity Growth Fund B | -2,21 |
| Benchmark | +3,93 |
| 3 years | |
| Echiquier World Equity Growth Fund B | +29,08 |
| Benchmark | +37,09 |
| 5 years | |
| Echiquier World Equity Growth Fund B | +58,11 |
| Benchmark | +56,84 |
| 10 years | |
| Echiquier World Equity Growth Fund B | - |
| Benchmark | - |
| Inception | |
| Echiquier World Equity Growth Fund B | +142,03 |
| Benchmark | +135,87 |
Annualised performance (%)
| 1 year | |
| Echiquier World Equity Growth Fund B | -2,21 |
| Benchmark | +3,93 |
| 3 years | |
| Echiquier World Equity Growth Fund B | +8,87 |
| Benchmark | +11,08 |
| 5 years | |
| Echiquier World Equity Growth Fund B | +9,59 |
| Benchmark | +9,41 |
| 10 years | |
| Echiquier World Equity Growth Fund B | - |
| Benchmark | - |
| Inception | |
| Echiquier World Equity Growth Fund B | +10,91 |
| Benchmark | +10,58 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 12,65 |
| Index volatility | 11,02 |
| Sharpe ratio | -0,09 |
| Information ratio | -1,04 |
| Beta | 1,04 |
| Tracking Error | 5,80 |
| 3 years | |
| Fund volatility | 16,94 |
| Index volatility | 17,32 |
| Sharpe ratio | 0,68 |
| Information ratio | -0,30 |
| Beta | 0,90 |
| Tracking Error | 6,95 |
| 5 years | |
| Fund volatility | 17,04 |
| Index volatility | 15,53 |
| Sharpe ratio | 0,66 |
| Information ratio | 0,06 |
| Beta | 0,99 |
| Tracking Error | 7,36 |
Characteristics
| General characteristics of the fund | |
| Legal form | Sicav (sub-fund) |
| Reference indicator | MSCI ACWI NET RETURN EUR |
| Investment horizon | 5 years |
| Periodicity and Listing currency | (EUR) |
| Custodian | BNP Paribas Securities Services Luxembourg |
| Fund Administrator | BNP Paribas Securities Services Luxembourg |
| SFDR classification | Article 8 |
| Share class characteristics | |
| Fund Inception | 08/11/2013 |
| ISIN Code | LU0969070019 |
| Risk level | 6/7 |
| Minimum subscription amount | Null |
| Investor profile | All investors |
| Tax included Including tax | 1,75% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
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For more information on fees, please refer to the fund’s KIID and prospectus. |
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Legal information
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.