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EQUITIES / ALL CAP

Echiquier Positive Impact Europe A

Echiquier Positive Impact Europe is an SRI-labelled SICAV invested in European companies whose activity provides solutions to sustainable development objectives

Performance 2021

+5,06%

Annualized performance

+9,42%since inception
on 19/03/2010

AuM

369,7 € millions

Investment horizon

5 years

Risk level

6/7

As of 19/04/2021

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Fund news

SRI News 05/01/2021

European equities benefit from European Green Deal

SRI News 16/10/2020

Power 2020 Wisdom of the Selector Awards: Echiquier Positive Impact Europe winner!

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier

Analyst

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 Positive Impact Europe A Benchmark
2021 +5,06 +11,69
2020 +16,14 -3,32
2019 +32,89 +26,05
2018 -13,56 -10,57
2017 +17,51 +10,24
2016 +3,97 +2,58
2015 +12,95 +8,22

Cumulative performance (%)

Echiquier Positive Impact Europe A Benchmark
3 months +4,43 +9,10
2021 +5,06 +11,69
1 year +31,44 +34,13
3 years +40,00 +23,06
5 years +76,99 +42,37
10 years +127,28 +105,33
Inception +171,42 +123,31

Annualised performance (%)

Echiquier Positive Impact Europe A Benchmark
1 year +31,44 +34,13
3 years +11,86 +7,15
5 years +12,09 +7,32
10 years +8,55 +7,45
Inception +9,42 +7,51

Calendar performance (%)

Echiquier Positive Impact Europe A +5,06
Benchmark +11,69
Echiquier Positive Impact Europe A +16,14
Benchmark -3,32
Echiquier Positive Impact Europe A +32,89
Benchmark +26,05
Echiquier Positive Impact Europe A -13,56
Benchmark -10,57
Echiquier Positive Impact Europe A +17,51
Benchmark +10,24
Echiquier Positive Impact Europe A +3,97
Benchmark +2,58
Echiquier Positive Impact Europe A +12,95
Benchmark +8,22

Cumulative performance (%)

Echiquier Positive Impact Europe A +4,43
Benchmark +9,10
Echiquier Positive Impact Europe A +5,06
Benchmark +11,69
Echiquier Positive Impact Europe A +31,44
Benchmark +34,13
Echiquier Positive Impact Europe A +40,00
Benchmark +23,06
Echiquier Positive Impact Europe A +76,99
Benchmark +42,37
Echiquier Positive Impact Europe A +127,28
Benchmark +105,33
Echiquier Positive Impact Europe A +171,42
Benchmark +123,31

Annualised performance (%)

Echiquier Positive Impact Europe A +31,44
Benchmark +34,13
Echiquier Positive Impact Europe A +11,86
Benchmark +7,15
Echiquier Positive Impact Europe A +12,09
Benchmark +7,32
Echiquier Positive Impact Europe A +8,55
Benchmark +7,45
Echiquier Positive Impact Europe A +9,42
Benchmark +7,51

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 15,62 18,61 2,16 -0,35 0,74 8,90
3 years 17,68 19,88 0,81 0,61 0,83 7,29
5 years 15,24 17,14 0,90 0,65 0,82 6,61

Risk indicators (%)

Fund volatility 15,62
Index volatility 18,61
Sharpe ratio 2,16
Information ratio -0,35
Beta 0,74
Tracking Error 8,90
Fund volatility 17,68
Index volatility 19,88
Sharpe ratio 0,81
Information ratio 0,61
Beta 0,83
Tracking Error 7,29
Fund volatility 15,24
Index volatility 17,14
Sharpe ratio 0,90
Information ratio 0,65
Beta 0,82
Tracking Error 6,61
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Characteristics

General characteristics of the fund
Legal form SICAV
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 9
Share class characteristics
Fund Inception 19/03/2010
ISIN Code FR0010863688
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%