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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 2024

+14,65%

Annualized performance

+12,65%since inception
on 17/01/2014

AuM

60,9 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 26/03/2024

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

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 +14,93 +9,92
2024 +14,65 +9,59
1 year +29,87 +25,94
3 years +28,05 +32,43
5 years +72,83 +74,35
10 years +250,05 +194,19
Inception +236,74 +189,17

Annualised performance (%)

Echiquier World Equity Growth Fund K Benchmark
1 year +29,78 +25,86
3 years +8,58 +9,81
5 years +11,55 +11,75
10 years +13,34 +11,38
Inception +12,65 +10,98

Calendar performance (%)

Echiquier World Equity Growth Fund K +14,65
Benchmark +9,59
Echiquier World Equity Growth Fund K +19,62
Benchmark +18,06
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 +14,93
Benchmark +9,92
Echiquier World Equity Growth Fund K +14,65
Benchmark +9,59
Echiquier World Equity Growth Fund K +29,87
Benchmark +25,94
Echiquier World Equity Growth Fund K +28,05
Benchmark +32,43
Echiquier World Equity Growth Fund K +72,83
Benchmark +74,35
Echiquier World Equity Growth Fund K +250,05
Benchmark +194,19
Echiquier World Equity Growth Fund K +236,74
Benchmark +189,17

Annualised performance (%)

Echiquier World Equity Growth Fund K +29,78
Benchmark +25,86
Echiquier World Equity Growth Fund K +8,58
Benchmark +9,81
Echiquier World Equity Growth Fund K +11,55
Benchmark +11,75
Echiquier World Equity Growth Fund K +13,34
Benchmark +11,38
Echiquier World Equity Growth Fund K +12,65
Benchmark +10,98

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,17 9,89 2,49 0,84 1,00 5,23
3 years 13,59 12,41 0,63 -0,17 0,99 5,84
5 years 16,01 15,82 0,77 -0,04 0,93 6,56

Risk indicators (%)

Fund volatility 11,17
Index volatility 9,89
Sharpe ratio 2,49
Information ratio 0,84
Beta 1,00
Tracking Error 5,23
Fund volatility 13,59
Index volatility 12,41
Sharpe ratio 0,63
Information ratio -0,17
Beta 0,99
Tracking Error 5,84
Fund volatility 16,01
Index volatility 15,82
Sharpe ratio 0,77
Information ratio -0,04
Beta 0,93
Tracking Error 6,56

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Legal form
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%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%