Echiquier Credit Europe A
Echiquier Credit Europe is a bond selection fund invested mainly in corporate and financial debt, predominantly across the eurozone.
Class A - FR0010491803 - NAV : 168,38€
As of 15/08/2019
Fund Managers
Chief Investment Officer
Olivier de Berranger is a graduate of HEC. Since 1990, he has successively fulfilled the positions of trader and trading desk manager on derivatives and cash interest rate products at Crédit Lyonnais and Calyon. He then became manager for the Capital Markets sector at First Finance, a consulting and training company. He joined La Financière de l’Echiquier in March 2007 as a bond manager. He is specifically in charge of the bond component of Echiquier Patrimoine fund and manages Echiquier ARTY and Echiquier Credit Europe. In 2017 he is nominated Chief Investment Officer and becomes part of the Management Committee. In April 2019, he also became Deputy CEO.
Fund Manager
From Argentina, Uriel Saragusti studied economics at the University of Buenos Aires and has a Master’s degree in economics and finance from Paris Dauphine University. He began his career as a junior analyst at Dexia Crédit Local. He then went to BNP Paribas Asset Management, where he worked as a buy-side credit analyst for a year, before joining La Financière de l'Echiquier in October 2013. In July 2017, in addition to his analyst role on Echiquier ARTY, Uriel is nominated co-manager of Echiquier Credit Europe.
Performance
Price data
Past performances do not guarantee future performances and are not constant over time.
Performance calculations are made with net coupons reinvested.
Calendar performance (%)
| 2019 | |
| Echiquier Credit Europe | +3,52 |
| Benchmark | +4,61 |
| 2018 | |
| Echiquier Credit Europe | -3,10 |
| Benchmark | -0,68 |
| 2017 | |
| Echiquier Credit Europe | +3,66 |
| Benchmark | +1,64 |
| 2016 | |
| Echiquier Credit Europe | +5,30 |
| Benchmark | +3,52 |
| 2015 | |
| Echiquier Credit Europe | -1,59 |
| Benchmark | +0,46 |
| 2014 | |
| Echiquier Credit Europe | +3,99 |
| Benchmark | +5,21 |
| 2013 | |
| Echiquier Credit Europe | +6,41 |
| Benchmark | +2,75 |
Cumulative performance (%)
| 3 months | |
| Echiquier Credit Europe | +1,09 |
| Benchmark | +1,92 |
| 2019 | |
| Echiquier Credit Europe | +3,52 |
| Benchmark | +4,61 |
| 1 year | |
| Echiquier Credit Europe | +1,70 |
| Benchmark | +3,56 |
| 3 years | |
| Echiquier Credit Europe | +4,66 |
| Benchmark | +5,54 |
| 5 years | |
| Echiquier Credit Europe | +8,28 |
| Benchmark | +10,96 |
| 10 years | |
| Echiquier Credit Europe | +42,53 |
| Benchmark | +48,43 |
| Inception | |
| Echiquier Credit Europe | +68,38 |
| Benchmark | +63,95 |
Annualised performance (%)
| 1 year | |
| Echiquier Credit Europe | +1,70 |
| Echiquier Credit Europe | +3,56 |
| 3 years | |
| Echiquier Credit Europe | +1,53 |
| Benchmark | +1,81 |
| 5 years | |
| Echiquier Credit Europe | +1,60 |
| Benchmark | +2,10 |
| 10 years | |
| Echiquier Credit Europe | +3,61 |
| Benchmark | +4,03 |
| Inception | |
| Echiquier Credit Europe | +4,41 |
| Benchmark | +4,18 |
Risk indicators (%)
| 1 year | |
| Fund volatility | 1,62 |
| Index volatility | 1,28 |
| Sharpe ratio | 1,22 |
| Information ratio | -1,74 |
| Beta | 0,94 |
| Alpha | -1,81 |
| 3 years | |
| Fund volatility | 1,54 |
| Index volatility | 1,23 |
| Sharpe ratio | 1,25 |
| Information ratio | -0,16 |
| Beta | 0,61 |
| Alpha | 1,93 |
| 5 years | |
| Fund volatility | 2,50 |
| Index volatility | 1,29 |
| Sharpe ratio | 0,77 |
| Information ratio | -0,22 |
| Beta | 1,13 |
| Alpha | -3,98 |
Characteristics
| General characteristics of the fund | |
| Legal form | Sicav (sub-fund) |
| Reference indicator | IBOXX EUR CORP 3-5 ANS |
| Investment horizon | 2 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 | 20/07/2007 |
| ISIN Code | FR0010491803 |
| Risk level | 3/7 |
| Minimum subscription amount | Null |
| Investor profile | All investors |
| Tax included Including tax | 1,00% |
| Maximum subscription fee | 3,00% |
| Redemption fee | 0,00% |
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For more information on fees, please refer to the fund’s KIID and prospectus. |
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Legal information
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.