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EQUITIES / SMALL & MID CAP

From 30 June 2020, new subscriptionconditions will be applied to Echiquier Entrepreneurs. Click here for more information  on the new subscription conditions.

Echiquier Entrepreneurs A

Echiquier Entrepreneurs is a stock-picking fund invested in European small caps with no sector constraints.

Performance 2021

+11,48%

Annualized performance

+15,93%since inception
on 18/10/2013

AuM

726,6 € millions

Investment horizon

5 years

Risk level

5/7

As of 22/07/2021

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Fund news

Evolution of subscription conditions for Echiquier Entrepreneurs

Awards 19/04/2019

Mieux Vivre Votre Argent rewards La Financière de l’Echiquier

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 Entrepreneurs A Benchmark
2021 +11,48 +20,70
2020 +22,38 +18,66
2019 +28,25 +22,39
2018 -13,25 -13,38
2017 +23,95 +16,41
2016 +13,78 +6,50
2015 +28,39 +19,96

Cumulative performance (%)

Echiquier Entrepreneurs A Benchmark
3 months +3,63 +2,38
2021 +11,48 +20,70
1 year +29,14 +55,40
3 years +50,17 +47,47
5 years +111,90 +101,53
10 years - -
Inception +215,10 +152,91

Annualised performance (%)

Echiquier Entrepreneurs A Benchmark
1 year +29,14 +55,32
3 years +14,50 +13,79
5 years +16,20 +15,04
10 years - -
Inception +15,93 +12,69

Calendar performance (%)

Echiquier Entrepreneurs A +11,48
Benchmark +20,70
Echiquier Entrepreneurs A +22,38
Benchmark +18,66
Echiquier Entrepreneurs A +28,25
Benchmark +22,39
Echiquier Entrepreneurs A -13,25
Benchmark -13,38
Echiquier Entrepreneurs A +23,95
Benchmark +16,41
Echiquier Entrepreneurs A +13,78
Benchmark +6,50
Echiquier Entrepreneurs A +28,39
Benchmark +19,96

Cumulative performance (%)

Echiquier Entrepreneurs A +3,63
Benchmark +2,38
Echiquier Entrepreneurs A +11,48
Benchmark +20,70
Echiquier Entrepreneurs A +29,14
Benchmark +55,40
Echiquier Entrepreneurs A +50,17
Benchmark +47,47
Echiquier Entrepreneurs A +111,90
Benchmark +101,53
Echiquier Entrepreneurs A -
Benchmark -
Echiquier Entrepreneurs A +215,10
Benchmark +152,91

Annualised performance (%)

Echiquier Entrepreneurs A +29,14
Benchmark +55,32
Echiquier Entrepreneurs A +14,50
Benchmark +13,79
Echiquier Entrepreneurs A +16,20
Benchmark +15,04
Echiquier Entrepreneurs A -
Benchmark -
Echiquier Entrepreneurs A +15,93
Benchmark +12,69

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,02 14,11 2,32 -4,03 0,80 7,18
3 years 17,30 20,35 0,93 -0,07 0,78 8,17
5 years 14,55 16,50 1,20 0,06 0,79 7,42

Risk indicators (%)

Fund volatility 13,02
Index volatility 14,11
Sharpe ratio 2,32
Information ratio -4,03
Beta 0,80
Tracking Error 7,18
Fund volatility 17,30
Index volatility 20,35
Sharpe ratio 0,93
Information ratio -0,07
Beta 0,78
Tracking Error 8,17
Fund volatility 14,55
Index volatility 16,50
Sharpe ratio 1,20
Information ratio 0,06
Beta 0,79
Tracking Error 7,42
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI EUROPE MICRO CAP 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 18/10/2013
ISIN Code FR0011558246
Risk level 5/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,39%
Maximum subscription fee 8,00%
Redemption fee 0,00%