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EQUITIES / LARGE CAP

Echiquier Major SRI Growth Europe A Label ISR

Echiquier Major SRI Growth Europe is an SRI fund invested in European large cap growth stocks which are sector leaders, and are selected for the quality of their governance and their environmental and social policies.

Performance 2019

+27,57%

Annualized performance

+7,05%since inception
on 11/03/2005

AuM

716,6 € millions

Investment horizon

5 years

Risk level

5/7

As of 22/08/2019

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Fund news

News 22/02/2019

Echiquier Major SRI Growth Europe in the top 10 European funds based on climate-performance

Fund Managers

Adrien Bommelaer

Fund Manager

Sonia Fasolo

Fund manager
SRI Team

Matthieu Détroyat

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 Benchmark
2019 +27,57 +13,33
2018 -8,27 -10,57
2017 +9,64 +10,24
2016 -4,03 +2,58
2015 +7,54 +8,22
2014 +4,52 +6,84
2013 +18,59 +19,82

Cumulative performance (%)

Echiquier Major SRI Growth Europe Benchmark
3 months +4,96 -0,76
2019 +27,57 +13,33
1 year +8,34 +0,53
3 years +27,78 +19,65
5 years +35,87 +26,30
10 years +143,65 +89,09
Inception +167,79 +68,82

Annualised performance (%)

Echiquier Major SRI Growth Europe Benchmark
1 year +8,34 +0,53
3 years +8,51 +6,16
5 years +6,32 +4,78
10 years +9,31 +6,57
Inception +7,05 +3,69

Calendar performance (%)

Echiquier Major SRI Growth Europe +27,57
Benchmark +13,33
Echiquier Major SRI Growth Europe -8,27
Benchmark -10,57
Echiquier Major SRI Growth Europe +9,64
Benchmark +10,24
Echiquier Major SRI Growth Europe -4,03
Benchmark +2,58
Echiquier Major SRI Growth Europe +7,54
Benchmark +8,22
Echiquier Major SRI Growth Europe +4,52
Benchmark +6,84
Echiquier Major SRI Growth Europe +18,59
Benchmark +19,82

Cumulative performance (%)

Echiquier Major SRI Growth Europe +4,96
Benchmark -0,76
Echiquier Major SRI Growth Europe +27,57
Benchmark +13,33
Echiquier Major SRI Growth Europe +8,34
Benchmark +0,53
Echiquier Major SRI Growth Europe +27,78
Benchmark +19,65
Echiquier Major SRI Growth Europe +35,87
Benchmark +26,30
Echiquier Major SRI Growth Europe +143,65
Benchmark +89,09
Echiquier Major SRI Growth Europe +167,79
Benchmark +68,82

Annualised performance (%)

Echiquier Major SRI Growth Europe +8,34
Echiquier Major SRI Growth Europe +0,53
Echiquier Major SRI Growth Europe +8,51
Benchmark +6,16
Echiquier Major SRI Growth Europe +6,32
Benchmark +4,78
Echiquier Major SRI Growth Europe +9,31
Benchmark +6,57
Echiquier Major SRI Growth Europe +7,05
Benchmark +3,69

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Alpha
1 year 14,11 12,64 0,61 1,39 1,03 7,21
3 years 12,19 11,39 0,76 0,47 0,97 9,22
5 years 13,73 14,49 0,53 0,26 0,88 12,23

Risk indicators (%)

Fund volatility 14,11
Index volatility 12,64
Sharpe ratio 0,61
Information ratio 1,39
Beta 1,03
Alpha 7,21
Fund volatility 12,19
Index volatility 11,39
Sharpe ratio 0,76
Information ratio 0,47
Beta 0,97
Alpha 9,22
Fund volatility 13,73
Index volatility 14,49
Sharpe ratio 0,53
Information ratio 0,26
Beta 0,88
Alpha 12,23
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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
Fund Administrator Société Générale
Financial service provider BNP Paribas Securities Services*
Share class characteristics
Fund Inception 11/03/2005
ISIN Code FR0010321828
Risk level 5/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,39%
Maximum subscription fee 3,00%
Redemption fee 0,00%