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EQUITIES / ALL CAP

Echiquier Positive Impact Europe A Label ISR Label Febel Label FNG

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

Performance 2019

+29,94%

Annualized performance

+8,32%since inception
on 19/03/2010

AuM

131,7 € millions

Investment horizon

5 years

Risk level

5/7

As of 05/12/2019

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Fund Managers

Sonia Fasolo

Fund manager
SRI Team

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 Benchmark
2019 +29,94 +21,98
2018 -13,56 -10,57
2017 +17,51 +10,24
2016 +3,97 +2,58
2015 +12,95 +8,22
2014 +1,35 +6,84
2013 +16,89 +19,82

Cumulative performance (%)

Echiquier Positive Impact Europe Benchmark
3 months +5,30 +4,26
2019 +29,94 +21,98
1 year +23,08 +16,30
3 years +39,88 +27,47
5 years +51,84 +30,29
10 years - -
Inception +117,51 +100,14

Annualised performance (%)

Echiquier Positive Impact Europe Benchmark
1 year +23,08 +16,30
3 years +11,84 +8,43
5 years +8,71 +5,43
10 years - -
Inception +8,32 +7,40

Calendar performance (%)

Echiquier Positive Impact Europe +29,94
Benchmark +21,98
Echiquier Positive Impact Europe -13,56
Benchmark -10,57
Echiquier Positive Impact Europe +17,51
Benchmark +10,24
Echiquier Positive Impact Europe +3,97
Benchmark +2,58
Echiquier Positive Impact Europe +12,95
Benchmark +8,22
Echiquier Positive Impact Europe +1,35
Benchmark +6,84
Echiquier Positive Impact Europe +16,89
Benchmark +19,82

Cumulative performance (%)

Echiquier Positive Impact Europe +5,30
Benchmark +4,26
Echiquier Positive Impact Europe +29,94
Benchmark +21,98
Echiquier Positive Impact Europe +23,08
Benchmark +16,30
Echiquier Positive Impact Europe +39,88
Benchmark +27,47
Echiquier Positive Impact Europe +51,84
Benchmark +30,29
Echiquier Positive Impact Europe -
Benchmark -
Echiquier Positive Impact Europe +117,51
Benchmark +100,14

Annualised performance (%)

Echiquier Positive Impact Europe +23,08
Echiquier Positive Impact Europe +16,30
Echiquier Positive Impact Europe +11,84
Benchmark +8,43
Echiquier Positive Impact Europe +8,71
Benchmark +5,43
Echiquier Positive Impact Europe -
Benchmark -
Echiquier Positive Impact Europe +8,32
Benchmark +7,40

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,64 11,53 1,96 1,07 0,93 4,69
3 years 11,50 11,22 1,13 0,60 0,93 4,87
5 years 12,55 14,31 0,79 0,46 0,79 6,20

Risk indicators (%)

Fund volatility 11,64
Index volatility 11,53
Sharpe ratio 1,96
Information ratio 1,07
Beta 0,93
Tracking Error 4,69
Fund volatility 11,50
Index volatility 11,22
Sharpe ratio 1,13
Information ratio 0,60
Beta 0,93
Tracking Error 4,87
Fund volatility 12,55
Index volatility 14,31
Sharpe ratio 0,79
Information ratio 0,46
Beta 0,79
Tracking Error 6,20
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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
Financial service provider BNP Paribas Securities Services
Share class characteristics
Fund Inception 19/03/2010
ISIN Code FR0010863688
Risk level 5/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,80%
Maximum subscription fee 3,00%
Redemption fee 0,00%