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EQUITIES / LARGE CAP

Echiquier Major SRI Growth Europe Fund B EUR

Echiquier Major is a bottom up stock-picking fund. Its investment universe is European large-cap growth stocks that have an asserted position of leadership in their industry.

Performance 2021

+6,43%

Annualized performance

+7,66%since inception
on 08/11/2013

AuM

24,1 € millions

Investment horizon

5 years

Risk level

6/7

As of 06/05/2021

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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 Major SRI Growth Europe Fund B Benchmark
2021 +6,43 +11,76
2020 +6,55 -3,32
2019 +39,84 +26,05
2018 -8,56 -10,57
2017 +9,58 +10,24
2016 -4,05 +2,58
2015 +7,48 +8,22

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
3 months +3,99 +8,88
2021 +6,43 +11,76
1 year +24,32 +32,21
3 years +40,45 +20,20
5 years +63,58 +49,45
10 years - -
Inception +73,89 +62,17

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B Benchmark
1 year +24,32 +33,70
3 years +11,98 +6,56
5 years +10,34 +8,36
10 years - -
Inception +7,66 +6,66

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund B +6,43
Benchmark +11,76
Echiquier Major SRI Growth Europe Fund B +6,55
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund B +39,84
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund B -8,56
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund B +9,58
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund B -4,05
Benchmark +2,58
Echiquier Major SRI Growth Europe Fund B +7,48
Benchmark +8,22

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund B +3,99
Benchmark +8,88
Echiquier Major SRI Growth Europe Fund B +6,43
Benchmark +11,76
Echiquier Major SRI Growth Europe Fund B +24,32
Benchmark +32,21
Echiquier Major SRI Growth Europe Fund B +40,45
Benchmark +20,20
Echiquier Major SRI Growth Europe Fund B +63,58
Benchmark +49,45
Echiquier Major SRI Growth Europe Fund B -
Benchmark -
Echiquier Major SRI Growth Europe Fund B +73,89
Benchmark +62,17

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund B +24,32
Benchmark +33,70
Echiquier Major SRI Growth Europe Fund B +11,98
Benchmark +6,56
Echiquier Major SRI Growth Europe Fund B +10,34
Benchmark +8,36
Echiquier Major SRI Growth Europe Fund B -
Benchmark -
Echiquier Major SRI Growth Europe Fund B +7,66
Benchmark +6,66

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 17,30 18,52 1,51 -1,02 0,85 7,71
3 years 19,00 19,88 0,76 0,85 0,90 6,68
5 years 16,43 17,07 0,75 0,34 0,90 6,09

Risk indicators (%)

Fund volatility 17,30
Index volatility 18,52
Sharpe ratio 1,51
Information ratio -1,02
Beta 0,85
Tracking Error 7,71
Fund volatility 19,00
Index volatility 19,88
Sharpe ratio 0,76
Information ratio 0,85
Beta 0,90
Tracking Error 6,68
Fund volatility 16,43
Index volatility 17,07
Sharpe ratio 0,75
Information ratio 0,34
Beta 0,90
Tracking Error 6,09
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services Luxembourg
Fund Administrator BNP Paribas Securities Services Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 08/11/2013
ISIN Code LU0969070365
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,75%
Maximum subscription fee 3,00%
Redemption fee 0,00%