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EQUITIES / SMALL & MID CAP

Echiquier Agenor SRI Mid Cap Europe A

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

Performance 2020

+9,34%

Annualized performance

+9,47%since inception
on 27/02/2004

AuM

2 114,3 € millions

Investment horizon

5 years

Risk level

5/7

As of 20/10/2020

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Fund news

Boldness and Prudence: LFDE's recipe for alpha generation

Update on Echiquier Agenor SRI Mid Cap Europe - May 2020

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 SRI Mid Cap Europe A Benchmark
2020 +9,34 -8,91
2019 +33,85 +31,44
2018 -8,55 -15,86
2017 +21,70 +19,03
2016 +0,41 +0,86
2015 +25,36 +23,53
2014 -1,69 +6,47

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe A Benchmark
3 months +5,08 +3,88
2020 +9,34 -8,91
1 year +20,37 +0,25
3 years +34,97 +3,17
5 years +75,11 +26,74
10 years +147,79 +130,95
Inception +351,65 +232,27

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe A Benchmark
1 year +20,31 +0,25
3 years +10,50 +1,04
5 years +11,84 +4,85
10 years +9,49 +8,72
Inception +9,47 +7,47

Calendar performance (%)

Echiquier Agenor SRI Mid Cap Europe A +9,34
Benchmark -8,91
Echiquier Agenor SRI Mid Cap Europe A +33,85
Benchmark +31,44
Echiquier Agenor SRI Mid Cap Europe A -8,55
Benchmark -15,86
Echiquier Agenor SRI Mid Cap Europe A +21,70
Benchmark +19,03
Echiquier Agenor SRI Mid Cap Europe A +0,41
Benchmark +0,86
Echiquier Agenor SRI Mid Cap Europe A +25,36
Benchmark +23,53
Echiquier Agenor SRI Mid Cap Europe A -1,69
Benchmark +6,47

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe A +5,08
Benchmark +3,88
Echiquier Agenor SRI Mid Cap Europe A +9,34
Benchmark -8,91
Echiquier Agenor SRI Mid Cap Europe A +20,37
Benchmark +0,25
Echiquier Agenor SRI Mid Cap Europe A +34,97
Benchmark +3,17
Echiquier Agenor SRI Mid Cap Europe A +75,11
Benchmark +26,74
Echiquier Agenor SRI Mid Cap Europe A +147,79
Benchmark +130,95
Echiquier Agenor SRI Mid Cap Europe A +351,65
Benchmark +232,27

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe A +20,31
Benchmark +0,25
Echiquier Agenor SRI Mid Cap Europe A +10,50
Benchmark +1,04
Echiquier Agenor SRI Mid Cap Europe A +11,84
Benchmark +4,85
Echiquier Agenor SRI Mid Cap Europe A +9,49
Benchmark +8,72
Echiquier Agenor SRI Mid Cap Europe A +9,47
Benchmark +7,47

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 22,21 33,02 1,12 1,19 0,63 14,85
3 years 16,41 22,15 0,77 0,83 0,67 10,19
5 years 14,70 19,09 0,91 0,77 0,69 8,63

Risk indicators (%)

Fund volatility 22,21
Index volatility 33,02
Sharpe ratio 1,12
Information ratio 1,19
Beta 0,63
Tracking Error 14,85
Fund volatility 16,41
Index volatility 22,15
Sharpe ratio 0,77
Information ratio 0,83
Beta 0,67
Tracking Error 10,19
Fund volatility 14,70
Index volatility 19,09
Sharpe ratio 0,91
Information ratio 0,77
Beta 0,69
Tracking Error 8,63
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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 27/02/2004
ISIN Code FR0010321810
Risk level 5/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,39%
Maximum subscription fee 3,00%
Redemption fee 0,00%