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EQUITIES / SMALL & MID CAP

Echiquier Agenor Euro SRI Mid Cap I

Echiquier Agenor Euro SRI Mid Cap is an SRI-certified fund invested in euro zone growth mid-caps, selected for their capacity to generate value independently of the cycle and the quality of their governance.

Performance 2021

+13,38%

Annualized performance

+24,16%since inception
on 27/12/2018

AuM

368,5 € millions

Investment horizon

5 years

Risk level

5/7

As of 22/07/2021

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Fund news

Boldness and Prudence: LFDE's recipe for alpha generation

Fund Managers

Stéphanie Bobtcheff, CFA

Fund Manager

José Berros

Fund Manager

Guillaume Puech, CFA

Fund Manager

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 Agenor Euro SRI Mid Cap I Benchmark
2021 +13,38 +12,12
2020 +15,98 +3,80
2019 +31,72 +26,81

Cumulative performance (%)

Echiquier Agenor Euro SRI Mid Cap I Benchmark
3 months +6,68 +3,83
2021 +13,38 +12,12
1 year +26,97 +25,15
3 years - -
5 years - -
10 years - -
Inception +74,38 +50,96

Annualised performance (%)

Echiquier Agenor Euro SRI Mid Cap I Benchmark
1 year +26,97 +25,17
3 years - -
5 years - -
10 years - -
Inception +24,16 +17,38

Calendar performance (%)

Echiquier Agenor Euro SRI Mid Cap I +13,38
Benchmark +12,12
Echiquier Agenor Euro SRI Mid Cap I +15,98
Benchmark +3,80
Echiquier Agenor Euro SRI Mid Cap I +31,72
Benchmark +26,81

Cumulative performance (%)

Echiquier Agenor Euro SRI Mid Cap I +6,68
Benchmark +3,83
Echiquier Agenor Euro SRI Mid Cap I +13,38
Benchmark +12,12
Echiquier Agenor Euro SRI Mid Cap I +26,97
Benchmark +25,15
Echiquier Agenor Euro SRI Mid Cap I -
Benchmark -
Echiquier Agenor Euro SRI Mid Cap I -
Benchmark -
Echiquier Agenor Euro SRI Mid Cap I -
Benchmark -
Echiquier Agenor Euro SRI Mid Cap I +74,38
Benchmark +50,96

Annualised performance (%)

Echiquier Agenor Euro SRI Mid Cap I +26,97
Benchmark +25,17
Echiquier Agenor Euro SRI Mid Cap I -
Benchmark -
Echiquier Agenor Euro SRI Mid Cap I -
Benchmark -
Echiquier Agenor Euro SRI Mid Cap I -
Benchmark -
Echiquier Agenor Euro SRI Mid Cap I +24,16
Benchmark +17,38

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,73 15,32 2,31 0,01 0,61 9,24
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 11,73
Index volatility 15,32
Sharpe ratio 2,31
Information ratio 0,01
Beta 0,61
Tracking Error 9,24
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
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Characteristics

General characteristics of the fund
Legal form A French mutual fund (Fonds Commun de Placement or FCP)
Classification Euro zone equities
Reference indicator MSCI EMU MID CAP NR EUR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 27/12/2018
ISIN Code FR0013387339
Risk level 5/7
Minimum subscription amount 1 000 000 €
Investor profile Intended essentially for institutional investors
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%