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EQUITIES / ALL CAP

Echiquier Agressor Fund G

Echiquier Agressor is a stock-picking fund invested in European equities through an opportunistic fund management style, with no capitalisation or bias constraints.

Class G - LU0969068625 - NAV : 1 030,68

Performance 2020

-14,56%

Annualized performance

+0,49%since inception
on 17/01/2014

AuM

0,7 € millions

Investment horizon

5 years

Risk level

5/7

As of 03/03/2020

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Fund Managers

Frédéric Buzaré

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 Agressor Fund G EUR Benchmark
2020 - -
2019 +20,95 +26,05
2018 -24,07 -10,57
2017 +10,38 +10,24
2016 +1,79 +2,58
2015 +13,29 +11,66

Cumulative performance (%)

Echiquier Agressor Fund G EUR Benchmark
3 months -11,97 -4,00
2020 -14,56 -6,97
1 year -7,94 +5,33
3 years -17,38 +11,10
5 years -12,22 +15,05
10 years - -
Inception +3,07 +34,91

Annualised performance (%)

Echiquier Agressor Fund G EUR Benchmark
1 year -7,91 +5,31
3 years -6,16 +3,57
5 years -2,57 +2,84
10 years - -
Inception +0,49 +5,00

Calendar performance (%)

Echiquier Agressor Fund G EUR -
Benchmark -
Echiquier Agressor Fund G EUR +20,95
Benchmark +26,05
Echiquier Agressor Fund G EUR -24,07
Benchmark -10,57
Echiquier Agressor Fund G EUR +10,38
Benchmark +10,24
Echiquier Agressor Fund G EUR +1,79
Benchmark +2,58
Echiquier Agressor Fund G EUR +13,29
Benchmark +11,66

Cumulative performance (%)

Echiquier Agressor Fund G EUR -11,97
Benchmark -4,00
Echiquier Agressor Fund G EUR -14,56
Benchmark -6,97
Echiquier Agressor Fund G EUR -7,94
Benchmark +5,33
Echiquier Agressor Fund G EUR -17,38
Benchmark +11,10
Echiquier Agressor Fund G EUR -12,22
Benchmark +15,05
Echiquier Agressor Fund G EUR -
Benchmark -
Echiquier Agressor Fund G EUR +3,07
Benchmark +34,91

Annualised performance (%)

Echiquier Agressor Fund G EUR -7,91
Benchmark +5,31
Echiquier Agressor Fund G EUR -6,16
Benchmark +3,57
Echiquier Agressor Fund G EUR -2,57
Benchmark +2,84
Echiquier Agressor Fund G EUR -
Benchmark -
Echiquier Agressor Fund G EUR +0,49
Benchmark +5,00

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 18,25 16,34 -0,22 -0,97 0,98 8,71
3 years 15,40 13,21 -0,27 -1,08 1,02 7,40
5 years 15,23 14,88 -0,08 -0,66 0,91 7,09

Risk indicators (%)

Fund volatility 18,25
Index volatility 16,34
Sharpe ratio -0,22
Information ratio -0,97
Beta 0,98
Tracking Error 8,71
Fund volatility 15,40
Index volatility 13,21
Sharpe ratio -0,27
Information ratio -1,08
Beta 1,02
Tracking Error 7,40
Fund volatility 15,23
Index volatility 14,88
Sharpe ratio -0,08
Information ratio -0,66
Beta 0,91
Tracking Error 7,09
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Classification European Union equity fund
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Sec. Services – Lux.
Fund Administrator BNP Paribas Sec. Services – Lux.
SFDR classification
Share class characteristics
Fund Inception 17/01/2014
ISIN Code LU0969068625
Risk level 5/7
Minimum subscription amount 100 000 €
Investor profile Reserved for distribution by financial intermediaries other than management companies
Tax included Including tax 1,35%
Maximum subscription fee 3,00%
Redemption fee 0,00%