Loader image
EQUITIES / SMALL & MID CAP

Echiquier Agenor SRI Mid Cap Europe Fund K EUR

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 2021

+8,08%

Annualized performance

+12,43%since inception
on 17/01/2014

AuM

151,3 € millions

Investment horizon

5 years

Risk level

5/7

As of 21/06/2021

Invest in our funds

Fund news

Fund stories - Echiquier Agenor SRI Mid Cap Europe

Awards 17/03/2021

La Financière de l’Echiquier’s small- and mid-cap expertise recognised once again

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 Fund K Benchmark
2021 +8,08 +15,38
2020 +14,86 +4,58
2019 +35,78 +31,44
2018 -8,45 -15,86
2017 +22,63 +19,03
2016 +1,51 +0,86
2015 +26,32 +23,53

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund K Benchmark
3 months +9,08 +6,89
2021 +8,08 +15,38
1 year +24,62 +41,79
3 years +42,79 +28,71
5 years +95,60 +66,32
10 years - -
Inception +138,80 +102,18

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund K Benchmark
1 year +24,62 +40,88
3 years +12,59 +9,07
5 years +14,35 +10,73
10 years - -
Inception +12,43 +9,94

Calendar performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund K +8,08
Benchmark +15,38
Echiquier Agenor SRI Mid Cap Europe Fund K +14,86
Benchmark +4,58
Echiquier Agenor SRI Mid Cap Europe Fund K +35,78
Benchmark +31,44
Echiquier Agenor SRI Mid Cap Europe Fund K -8,45
Benchmark -15,86
Echiquier Agenor SRI Mid Cap Europe Fund K +22,63
Benchmark +19,03
Echiquier Agenor SRI Mid Cap Europe Fund K +1,51
Benchmark +0,86
Echiquier Agenor SRI Mid Cap Europe Fund K +26,32
Benchmark +23,53

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund K +9,08
Benchmark +6,89
Echiquier Agenor SRI Mid Cap Europe Fund K +8,08
Benchmark +15,38
Echiquier Agenor SRI Mid Cap Europe Fund K +24,62
Benchmark +41,79
Echiquier Agenor SRI Mid Cap Europe Fund K +42,79
Benchmark +28,71
Echiquier Agenor SRI Mid Cap Europe Fund K +95,60
Benchmark +66,32
Echiquier Agenor SRI Mid Cap Europe Fund K -
Benchmark -
Echiquier Agenor SRI Mid Cap Europe Fund K +138,80
Benchmark +102,18

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund K +24,62
Benchmark +40,88
Echiquier Agenor SRI Mid Cap Europe Fund K +12,59
Benchmark +9,07
Echiquier Agenor SRI Mid Cap Europe Fund K +14,35
Benchmark +10,73
Echiquier Agenor SRI Mid Cap Europe Fund K -
Benchmark -
Echiquier Agenor SRI Mid Cap Europe Fund K +12,43
Benchmark +9,94

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 12,62 15,44 2,06 -1,73 0,65 9,47
3 years 17,04 22,75 0,86 0,23 0,66 11,01
5 years 14,46 18,80 1,17 0,26 0,68 9,16

Risk indicators (%)

Fund volatility 12,62
Index volatility 15,44
Sharpe ratio 2,06
Information ratio -1,73
Beta 0,65
Tracking Error 9,47
Fund volatility 17,04
Index volatility 22,75
Sharpe ratio 0,86
Information ratio 0,23
Beta 0,66
Tracking Error 11,01
Fund volatility 14,46
Index volatility 18,80
Sharpe ratio 1,17
Information ratio 0,26
Beta 0,68
Tracking Error 9,16
Invest in our funds

Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI EUROPE SM CAP NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services Luxembourg
Fund Administrator BNP Paribas Securities Services Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 17/01/2014
ISIN Code LU0969069359
Risk level 5/7
Minimum subscription amount 100 000 €
Investor profile
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%