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BONDS AND CONVERTIBLE BONDS / BONDS

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

Performance 2019

+3,52%

Annualized performance

+4,41%since inception
on 20/07/2007

AuM

256,3 € millions

Investment horizon

2 years

Risk level

3/7

As of 15/08/2019

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Fund Managers

Olivier de Berranger

Chief Investment Officer

Uriel Saragusti

Fund Manager

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 (%)

Echiquier Credit Europe Benchmark
2019 +3,52 +4,61
2018 -3,10 -0,68
2017 +3,66 +1,64
2016 +5,30 +3,52
2015 -1,59 +0,46
2014 +3,99 +5,21
2013 +6,41 +2,75

Cumulative performance (%)

Echiquier Credit Europe Benchmark
3 months +1,09 +1,92
2019 +3,52 +4,61
1 year +1,70 +3,56
3 years +4,66 +5,54
5 years +8,28 +10,96
10 years +42,53 +48,43
Inception +68,38 +63,95

Annualised performance (%)

Echiquier Credit Europe Benchmark
1 year +1,70 +3,56
3 years +1,53 +1,81
5 years +1,60 +2,10
10 years +3,61 +4,03
Inception +4,41 +4,18

Calendar performance (%)

Echiquier Credit Europe +3,52
Benchmark +4,61
Echiquier Credit Europe -3,10
Benchmark -0,68
Echiquier Credit Europe +3,66
Benchmark +1,64
Echiquier Credit Europe +5,30
Benchmark +3,52
Echiquier Credit Europe -1,59
Benchmark +0,46
Echiquier Credit Europe +3,99
Benchmark +5,21
Echiquier Credit Europe +6,41
Benchmark +2,75

Cumulative performance (%)

Echiquier Credit Europe +1,09
Benchmark +1,92
Echiquier Credit Europe +3,52
Benchmark +4,61
Echiquier Credit Europe +1,70
Benchmark +3,56
Echiquier Credit Europe +4,66
Benchmark +5,54
Echiquier Credit Europe +8,28
Benchmark +10,96
Echiquier Credit Europe +42,53
Benchmark +48,43
Echiquier Credit Europe +68,38
Benchmark +63,95

Annualised performance (%)

Echiquier Credit Europe +1,70
Echiquier Credit Europe +3,56
Echiquier Credit Europe +1,53
Benchmark +1,81
Echiquier Credit Europe +1,60
Benchmark +2,10
Echiquier Credit Europe +3,61
Benchmark +4,03
Echiquier Credit Europe +4,41
Benchmark +4,18

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Alpha
1 year 1,62 1,28 1,22 -1,74 0,94 -1,81
3 years 1,54 1,23 1,25 -0,16 0,61 1,93
5 years 2,50 1,29 0,77 -0,22 1,13 -3,98

Risk indicators (%)

Fund volatility 1,62
Index volatility 1,28
Sharpe ratio 1,22
Information ratio -1,74
Beta 0,94
Alpha -1,81
Fund volatility 1,54
Index volatility 1,23
Sharpe ratio 1,25
Information ratio -0,16
Beta 0,61
Alpha 1,93
Fund volatility 2,50
Index volatility 1,29
Sharpe ratio 0,77
Information ratio -0,22
Beta 1,13
Alpha -3,98
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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%