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EQUITIES / SMALL & MID CAP

Echiquier Agenor I

Echiquier Agenor Mid Cap Europe is a stock-picking fund invested in European small and medium growth companies, which are selected above all for the quality of their management.

Performance 2019

+29,56%

Annualized performance

+13,67%since inception
on 06/02/2012

AuM

1 220,8 € millions

Investment horizon

5 years

Risk level

5/7

As of 20/11/2019

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Fund news

News 09/05/2019

Market news : Echiquier Agenor Mid Cap Europe

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 Mid Cap Europe I Benchmark
2019 +29,56 +24,18
2018 -6,75 -15,86
2017 +24,27 +19,03
2016 +2,36 +0,86
2015 +27,66 +23,53
2014 +0,17 +6,47
2013 +25,94 +33,41

Cumulative performance (%)

Echiquier Agenor Mid Cap Europe I Benchmark
3 months +5,56 +11,78
2019 +29,56 +24,18
1 year +22,21 +18,58
3 years +58,84 +30,91
5 years +103,00 +61,55
10 years - -
Inception +171,41 +144,29

Annualised performance (%)

Echiquier Agenor Mid Cap Europe I Benchmark
1 year +22,21 +18,58
3 years +16,68 +9,39
5 years +15,20 +10,06
10 years - -
Inception +13,67 +12,15

Calendar performance (%)

Echiquier Agenor Mid Cap Europe I +29,56
Benchmark +24,18
Echiquier Agenor Mid Cap Europe I -6,75
Benchmark -15,86
Echiquier Agenor Mid Cap Europe I +24,27
Benchmark +19,03
Echiquier Agenor Mid Cap Europe I +2,36
Benchmark +0,86
Echiquier Agenor Mid Cap Europe I +27,66
Benchmark +23,53
Echiquier Agenor Mid Cap Europe I +0,17
Benchmark +6,47
Echiquier Agenor Mid Cap Europe I +25,94
Benchmark +33,41

Cumulative performance (%)

Echiquier Agenor Mid Cap Europe I +5,56
Benchmark +11,78
Echiquier Agenor Mid Cap Europe I +29,56
Benchmark +24,18
Echiquier Agenor Mid Cap Europe I +22,21
Benchmark +18,58
Echiquier Agenor Mid Cap Europe I +58,84
Benchmark +30,91
Echiquier Agenor Mid Cap Europe I +103,00
Benchmark +61,55
Echiquier Agenor Mid Cap Europe I -
Benchmark -
Echiquier Agenor Mid Cap Europe I +171,41
Benchmark +144,29

Annualised performance (%)

Echiquier Agenor Mid Cap Europe I +22,21
Echiquier Agenor Mid Cap Europe I +18,58
Echiquier Agenor Mid Cap Europe I +16,68
Benchmark +9,39
Echiquier Agenor Mid Cap Europe I +15,20
Benchmark +10,06
Echiquier Agenor Mid Cap Europe I -
Benchmark -
Echiquier Agenor Mid Cap Europe I +13,67
Benchmark +12,15

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,05 12,68 1,73 0,28 0,71 7,40
3 years 11,29 12,19 1,55 1,13 0,81 6,05
5 years 12,04 13,82 1,32 0,78 0,78 6,14

Risk indicators (%)

Fund volatility 11,05
Index volatility 12,68
Sharpe ratio 1,73
Information ratio 0,28
Beta 0,71
Tracking Error 7,40
Fund volatility 11,29
Index volatility 12,19
Sharpe ratio 1,55
Information ratio 1,13
Beta 0,81
Tracking Error 6,05
Fund volatility 12,04
Index volatility 13,82
Sharpe ratio 1,32
Information ratio 0,78
Beta 0,78
Tracking Error 6,14
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Classification European Union equity fund
Reference indicator MSCI EUROPE SM CAP NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
Financial service provider BNP Paribas Securities Services
Share class characteristics
Fund Inception 06/02/2012
ISIN Code FR0011188259
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%