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EQUITIES / LARGE CAP

Echiquier World Equity Growth​ G

Echiquier World Equity Growth is a stock-picking fund invested in large international stocks that are highly exposed to global growth and enjoy a clear global leadership in their respective markets.

Performance 2019

+20,89%

Annualized performance

+11,90%since inception
on 16/04/2010

AuM

557,7 € millions

Investment horizon

5 years

Risk level

6/7

As of 21/08/2019

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Fund Managers

David Ross, CFA

Fund Manager

Rolando Grandi, CFA

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 World Equity Growth G Benchmark
2019 +20,89 +17,05
2018 +1,89 -4,85
2017 +17,67 +8,90
2016 +4,85 +11,09
2015 +18,90 +8,72
2014 +13,80 +18,70
2013 +12,67 +17,61

Cumulative performance (%)

Echiquier World Equity Growth G Benchmark
3 months +2,47 +1,89
2019 +20,89 +17,05
1 year +5,45 +4,54
3 years +51,84 +31,53
5 years +95,55 +56,89
10 years - -
Inception +186,24 +128,10

Annualised performance (%)

Echiquier World Equity Growth G Benchmark
1 year +5,45 +4,54
3 years +14,94 +9,57
5 years +14,35 +9,42
10 years - -
Inception +11,90 +9,22

Calendar performance (%)

Echiquier World Equity Growth G +20,89
Benchmark +17,05
Echiquier World Equity Growth G +1,89
Benchmark -4,85
Echiquier World Equity Growth G +17,67
Benchmark +8,90
Echiquier World Equity Growth G +4,85
Benchmark +11,09
Echiquier World Equity Growth G +18,90
Benchmark +8,72
Echiquier World Equity Growth G +13,80
Benchmark +18,70
Echiquier World Equity Growth G +12,67
Benchmark +17,61

Cumulative performance (%)

Echiquier World Equity Growth G +2,47
Benchmark +1,89
Echiquier World Equity Growth G +20,89
Benchmark +17,05
Echiquier World Equity Growth G +5,45
Benchmark +4,54
Echiquier World Equity Growth G +51,84
Benchmark +31,53
Echiquier World Equity Growth G +95,55
Benchmark +56,89
Echiquier World Equity Growth G -
Benchmark -
Echiquier World Equity Growth G +186,24
Benchmark +128,10

Annualised performance (%)

Echiquier World Equity Growth G +5,45
Echiquier World Equity Growth G +4,54
Echiquier World Equity Growth G +14,94
Benchmark +9,57
Echiquier World Equity Growth G +14,35
Benchmark +9,42
Echiquier World Equity Growth G -
Benchmark -
Echiquier World Equity Growth G +11,90
Benchmark +9,22

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Alpha
1 year 20,27 14,06 0,32 0,25 1,36 -0,82
3 years 15,80 11,98 1,03 0,83 1,19 15,04
5 years 16,59 14,61 0,96 0,78 1,04 36,84

Risk indicators (%)

Fund volatility 20,27
Index volatility 14,06
Sharpe ratio 0,32
Information ratio 0,25
Beta 1,36
Alpha -0,82
Fund volatility 15,80
Index volatility 11,98
Sharpe ratio 1,03
Information ratio 0,83
Beta 1,19
Alpha 15,04
Fund volatility 16,59
Index volatility 14,61
Sharpe ratio 0,96
Information ratio 0,78
Beta 1,04
Alpha 36,84
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Classification International equities fund
Reference indicator MSCI ACWI NET RETURN EUR
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 16/04/2010
ISIN Code FR0010868174
Risk level 6/7
Minimum subscription amount Null
Investor profile Reserved for distribution by financial intermediaries other than management companies
Tax included Including tax 1,35%
Maximum subscription fee 3,00%
Redemption fee 0,00%