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EQUITIES / THEMES

Echiquier Luxury P

Performance 2021

+12,67%

Annualized performance

+7,87%since inception
on 20/11/2013

AuM

19,4 € millions

Investment horizon

5 years

Risk level

6/7

As of 20/09/2021

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Fund news

Changes on the LFDE range

Fund Managers

Adrien Bommelaer

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 Luxury A Benchmark
2021 +12,67 +19,36
2020 +14,97 +6,46
2019 +30,23 +30,21
2018 -5,90 -3,52
2017 +16,85 +7,27
2016 -1,02 +11,06
2015 -2,50 +10,42

Cumulative performance (%)

Echiquier Luxury A Benchmark
3 months -0,38 +4,19
2021 +12,67 +19,36
1 year +30,33 +32,86
3 years +41,89 +47,33
5 years +99,83 +86,17
10 years - -
Inception +81,09 +152,68

Annualised performance (%)

Echiquier Luxury A Benchmark
1 year +30,33 +32,10
3 years +12,36 +13,93
5 years +14,84 +13,41
10 years - -
Inception +7,87 +12,55

Calendar performance (%)

Echiquier Luxury A +12,67
Benchmark +19,36
Echiquier Luxury A +14,97
Benchmark +6,46
Echiquier Luxury A +30,23
Benchmark +30,21
Echiquier Luxury A -5,90
Benchmark -3,52
Echiquier Luxury A +16,85
Benchmark +7,27
Echiquier Luxury A -1,02
Benchmark +11,06
Echiquier Luxury A -2,50
Benchmark +10,42

Cumulative performance (%)

Echiquier Luxury A -0,38
Benchmark +4,19
Echiquier Luxury A +12,67
Benchmark +19,36
Echiquier Luxury A +30,33
Benchmark +32,86
Echiquier Luxury A +41,89
Benchmark +47,33
Echiquier Luxury A +99,83
Benchmark +86,17
Echiquier Luxury A -
Benchmark -
Echiquier Luxury A +81,09
Benchmark +152,68

Annualised performance (%)

Echiquier Luxury A +30,33
Benchmark +32,10
Echiquier Luxury A +12,36
Benchmark +13,93
Echiquier Luxury A +14,84
Benchmark +13,41
Echiquier Luxury A -
Benchmark -
Echiquier Luxury A +7,87
Benchmark +12,55

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 16,52 11,80 2,11 -0,07 1,07 10,73
3 years 19,32 18,40 0,79 -0,12 0,80 12,96
5 years 16,41 15,85 1,03 0,12 0,75 11,89

Risk indicators (%)

Fund volatility 16,52
Index volatility 11,80
Sharpe ratio 2,11
Information ratio -0,07
Beta 1,07
Tracking Error 10,73
Fund volatility 19,32
Index volatility 18,40
Sharpe ratio 0,79
Information ratio -0,12
Beta 0,80
Tracking Error 12,96
Fund volatility 16,41
Index volatility 15,85
Sharpe ratio 1,03
Information ratio 0,12
Beta 0,75
Tracking Error 11,89
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Characteristics

General characteristics of the fund
Legal form A French mutual fund (Fonds Commun de Placement or FCP)
Classification International equity
Reference indicator MSCI WORLD INDEX NR (en EUR)
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 6
Share class characteristics
Fund Inception 20/11/2013
ISIN Code FR0010960930
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,65%
Maximum subscription fee 3,00%
Redemption fee 0,00%