Echiquier Alpha Major: La Financière de l’Echiquier’s solution with reduced volatility
La Financière de l’Echiquier (LFDE) has expanded its line of funds with Echiquier Alpha Major, a solution that invests in European sustainable growth leaders.
Echiquier Alpha Major is a long-short fund, a category of investment that aims to reduce risk, particularly through the use of hedging strategies.
As a SICAV fund governed by French law, eligible for the French shareholder savings account (PEA), Echiquier Alpha Major is backed by the strategy of the Echiquier Major SRI Growth Europe management team, with a lower level of risk, thanks to a simple hedging strategy, via futures on the EuroStoxx 50 and other European indices. Net equity exposure may range between 0% and 40%.
As an alternative solution to a 100% equity investment, Echiquier Alpha Major benefits from the know-how of Echiquier Major SRI Growth Europe, which selects growth leaders for their environmental, social and governance (ESG) excellence and whose annualised return since inception, in 2005, is 6.8% (vs. 3.8% for its benchmark, the MSCI Europe NR).
” This new solution provides partial exposure to equities, along with reduced volatility and the SRI expertise of La Financière de l’Echiquier”, said Olivier de Berranger, Chief Investment Officer at LFDE.
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