Loader image
MULTI ASSETS

Echiquier ARTY SRI R

Echiquier Arty SRI is a diversified fund invested in European equities, corporate bonds and money market instruments, that implements the in-house stock-picking expertise and flexibility in inter- and intra-asset class allocation.

Performance 2021

+3,81%

Annualized performance

+2,77%since inception
on 26/04/2011

AuM

961,5 € millions

Investment horizon

5 years

Risk level

4/7

As of 21/09/2021

Invest in our funds

Fund news

Fund stories - Echiquier ARTY SRI

Fund Managers

Olivier de Berranger

Chief Investment Officer

Guillaume Jourdan

Fund Manager

Uriel Saragusti

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 Arty SRI R Benchmark
2021 +3,81 +4,46
2020 +2,98 -0,17
2019 +8,78 +8,42
2018 -9,53 -3,05
2017 +5,04 +3,29
2016 +3,97 +2,32
2015 +1,76 +2,26

Cumulative performance (%)

Echiquier Arty SRI R Benchmark
3 months +0,26 +0,36
2021 +3,81 +4,46
1 year +8,68 +7,88
3 years +9,64 +9,37
5 years +13,13 +14,40
10 years +48,19 +38,75
Inception +32,93 +30,90

Annualised performance (%)

Echiquier Arty SRI R Benchmark
1 year +8,68 +7,87
3 years +3,11 +3,03
5 years +2,50 +2,82
10 years +4,01 +3,22
Inception +2,77 +2,62

Calendar performance (%)

Echiquier Arty SRI R +3,81
Benchmark +4,46
Echiquier Arty SRI R +2,98
Benchmark -0,17
Echiquier Arty SRI R +8,78
Benchmark +8,42
Echiquier Arty SRI R -9,53
Benchmark -3,05
Echiquier Arty SRI R +5,04
Benchmark +3,29
Echiquier Arty SRI R +3,97
Benchmark +2,32
Echiquier Arty SRI R +1,76
Benchmark +2,26

Cumulative performance (%)

Echiquier Arty SRI R +0,26
Benchmark +0,36
Echiquier Arty SRI R +3,81
Benchmark +4,46
Echiquier Arty SRI R +8,68
Benchmark +7,88
Echiquier Arty SRI R +9,64
Benchmark +9,37
Echiquier Arty SRI R +13,13
Benchmark +14,40
Echiquier Arty SRI R +48,19
Benchmark +38,75
Echiquier Arty SRI R +32,93
Benchmark +30,90

Annualised performance (%)

Echiquier Arty SRI R +8,68
Benchmark +7,87
Echiquier Arty SRI R +3,11
Benchmark +3,03
Echiquier Arty SRI R +2,50
Benchmark +2,82
Echiquier Arty SRI R +4,01
Benchmark +3,22
Echiquier Arty SRI R +2,77
Benchmark +2,62

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta
1 year 5,29 3,70 1,69 0,52 1,35
3 years 7,83 5,61 0,51 0,12 1,35
5 years 6,54 4,69 0,48 -0,08 1,33

Risk indicators (%)

Fund volatility 5,29
Index volatility 3,70
Sharpe ratio 1,69
Information ratio 0,52
Beta 1,35
Fund volatility 7,83
Index volatility 5,61
Sharpe ratio 0,51
Information ratio 0,12
Beta 1,35
Fund volatility 6,54
Index volatility 4,69
Sharpe ratio 0,48
Information ratio -0,08
Beta 1,33
Invest in our funds

Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator 25% EONIA CAPITALISE, 50% IBOXX EUR CORP 3-5 ANS, 25% MSCI EUROPE NR
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 26/04/2011
ISIN Code FR0011039304
Risk level 4/7
Minimum subscription amount Null
Investor profile
Tax included Including tax 2,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%