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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 2022

-11,08%

Annualized performance

+11,18%since inception
on 17/01/2014

AuM

40,6 € millions

Investment horizon

5 years

Risk level

6/7

As of 07/12/2022

Fund news

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

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 (%)

Echiquier World Equity Growth Fund K Benchmark
2022 -11,08 -10,12
2021 +12,58 +27,54
2020 +17,98 +6,65
2019 +28,89 +28,93
2018 +1,55 -4,85
2017 +17,36 +8,90
2016 +5,02 +11,09
2015 +18,12 +8,72

Cumulative performance (%)

Echiquier World Equity Growth Fund K Benchmark
3 months -3,60 -3,60
2022 -11,08 -10,12
1 year -11,62 -9,89
3 years +21,66 +24,23
5 years +55,48 +50,82
10 years - -
Inception +156,69 +130,93

Annualised performance (%)

Echiquier World Equity Growth Fund K Benchmark
1 year -11,62 -9,89
3 years +6,75 +7,49
5 years +9,22 +8,56
10 years - -
Inception +11,18 +9,87

Calendar performance (%)

Echiquier World Equity Growth Fund K -11,08
Benchmark -10,12
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 -3,60
Benchmark -3,60
Echiquier World Equity Growth Fund K -11,08
Benchmark -10,12
Echiquier World Equity Growth Fund K -11,62
Benchmark -9,89
Echiquier World Equity Growth Fund K +21,66
Benchmark +24,23
Echiquier World Equity Growth Fund K +55,48
Benchmark +50,82
Echiquier World Equity Growth Fund K -
Benchmark -
Echiquier World Equity Growth Fund K +156,69
Benchmark +130,93

Annualised performance (%)

Echiquier World Equity Growth Fund K -11,62
Benchmark -9,89
Echiquier World Equity Growth Fund K +6,75
Benchmark +7,49
Echiquier World Equity Growth Fund K +9,22
Benchmark +8,56
Echiquier World Equity Growth Fund K -
Benchmark -
Echiquier World Equity Growth Fund K +11,18
Benchmark +9,87

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,15 16,09 -0,30 -0,36 1,04 7,16
3 years 17,99 18,49 0,54 -0,16 0,90 7,07
5 years 17,87 16,46 0,65 0,11 0,99 7,31

Risk indicators (%)

Fund volatility 18,15
Index volatility 16,09
Sharpe ratio -0,30
Information ratio -0,36
Beta 1,04
Tracking Error 7,16
Fund volatility 17,99
Index volatility 18,49
Sharpe ratio 0,54
Information ratio -0,16
Beta 0,90
Tracking Error 7,07
Fund volatility 17,87
Index volatility 16,46
Sharpe ratio 0,65
Information ratio 0,11
Beta 0,99
Tracking Error 7,31

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 Luxembourg
Fund Administrator BNP Paribas Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 17/01/2014
ISIN Code LU0969069946
Risk level 6/7
Minimum subscription amount 100 000 €
Investor profile
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%