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EQUITIES / LARGE CAP

Echiquier World Equity Growth Fund K

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

+11,38%

Annualized performance

+10,92%since inception
on 17/01/2014

AuM

47,0 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 29/09/2023

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 K Benchmark
3 months -2,72 +0,37
2023 +11,38 +10,94
1 year +9,61 +10,54
3 years +19,71 +35,92
5 years +35,91 +50,03
10 years - -
Inception +173,47 +147,94

Annualised performance (%)

Echiquier World Equity Growth Fund K Benchmark
1 year +9,61 +10,54
3 years +6,18 +10,77
5 years +6,32 +8,45
10 years - -
Inception +10,92 +9,81

Calendar performance (%)

Echiquier World Equity Growth Fund K +11,38
Benchmark +10,94
Echiquier World Equity Growth Fund K -14,94
Benchmark -13,01
Echiquier World Equity Growth Fund K +12,58
Benchmark +27,54
Echiquier World Equity Growth Fund K +17,98
Benchmark +6,65
Echiquier World Equity Growth Fund K +28,89
Benchmark +28,93
Echiquier World Equity Growth Fund K +1,55
Benchmark -4,85
Echiquier World Equity Growth Fund K +17,36
Benchmark +8,90
Echiquier World Equity Growth Fund K +5,02
Benchmark +11,09
Echiquier World Equity Growth Fund K +18,12
Benchmark +8,72

Cumulative performance (%)

Echiquier World Equity Growth Fund K -2,72
Benchmark +0,37
Echiquier World Equity Growth Fund K +11,38
Benchmark +10,94
Echiquier World Equity Growth Fund K +9,61
Benchmark +10,54
Echiquier World Equity Growth Fund K +19,71
Benchmark +35,92
Echiquier World Equity Growth Fund K +35,91
Benchmark +50,03
Echiquier World Equity Growth Fund K -
Benchmark -
Echiquier World Equity Growth Fund K +173,47
Benchmark +147,94

Annualised performance (%)

Echiquier World Equity Growth Fund K +9,61
Benchmark +10,54
Echiquier World Equity Growth Fund K +6,18
Benchmark +10,77
Echiquier World Equity Growth Fund K +6,32
Benchmark +8,45
Echiquier World Equity Growth Fund K -
Benchmark -
Echiquier World Equity Growth Fund K +10,92
Benchmark +9,81

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 10,63 11,35 0,80 -0,24 0,81 5,79
3 years 13,88 13,46 0,46 -0,83 0,95 5,59
5 years 17,18 16,41 0,48 -0,26 0,96 6,91

Risk indicators (%)

Fund volatility 10,63
Index volatility 11,35
Sharpe ratio 0,80
Information ratio -0,24
Beta 0,81
Tracking Error 5,79
Fund volatility 13,88
Index volatility 13,46
Sharpe ratio 0,46
Information ratio -0,83
Beta 0,95
Tracking Error 5,59
Fund volatility 17,18
Index volatility 16,41
Sharpe ratio 0,48
Information ratio -0,26
Beta 0,96
Tracking Error 6,91

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 17/01/2014
ISIN Code LU0969069946
SRI PRIIPS 4/7
Minimum subscription amount 100 000 €
Investor profile
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%