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EQUITIES / LARGE CAP

Echiquier World Equity Growth​ A

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 2020

+2,72%

Annualized performance

+11,01%since inception
on 16/04/2010

AuM

763,6 € millions

Investment horizon

5 years

Risk level

6/7

As of 12/08/2020

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Fund news

Informed decisions for volatile markets

News 17/04/2020

10 years anniversary of Echiquier World Equity Growth

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 A Benchmark
2020 +2,72 -2,85
2019 +29,31 +28,93
2018 +0,83 -4,85
2017 +16,45 +8,90
2016 +4,02 +11,09
2015 +17,25 +8,72
2014 +12,60 +18,70

Cumulative performance (%)

Echiquier World Equity Growth A Benchmark
3 months +9,25 +9,12
2020 +2,72 -2,85
1 year +15,15 +9,22
3 years +44,07 +28,16
5 years +65,35 +42,00
10 years +205,93 +153,99
Inception +194,27 +144,09

Annualised performance (%)

Echiquier World Equity Growth A Benchmark
1 year +15,10 +9,20
3 years +12,93 +8,61
5 years +10,57 +7,26
10 years +11,82 +9,76
Inception +11,01 +9,02

Calendar performance (%)

Echiquier World Equity Growth A +2,72
Benchmark -2,85
Echiquier World Equity Growth A +29,31
Benchmark +28,93
Echiquier World Equity Growth A +0,83
Benchmark -4,85
Echiquier World Equity Growth A +16,45
Benchmark +8,90
Echiquier World Equity Growth A +4,02
Benchmark +11,09
Echiquier World Equity Growth A +17,25
Benchmark +8,72
Echiquier World Equity Growth A +12,60
Benchmark +18,70

Cumulative performance (%)

Echiquier World Equity Growth A +9,25
Benchmark +9,12
Echiquier World Equity Growth A +2,72
Benchmark -2,85
Echiquier World Equity Growth A +15,15
Benchmark +9,22
Echiquier World Equity Growth A +44,07
Benchmark +28,16
Echiquier World Equity Growth A +65,35
Benchmark +42,00
Echiquier World Equity Growth A +205,93
Benchmark +153,99
Echiquier World Equity Growth A +194,27
Benchmark +144,09

Annualised performance (%)

Echiquier World Equity Growth A +15,10
Echiquier World Equity Growth A +9,20
Echiquier World Equity Growth A +12,93
Benchmark +8,61
Echiquier World Equity Growth A +10,57
Benchmark +7,26
Echiquier World Equity Growth A +11,82
Benchmark +9,76
Echiquier World Equity Growth A +11,01
Benchmark +9,02

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 22,40 24,51 0,73 0,62 0,85 9,18
3 years 19,45 17,54 0,79 0,60 1,00 8,50
5 years 18,00 16,75 0,70 0,50 0,98 7,45

Risk indicators (%)

Fund volatility 22,40
Index volatility 24,51
Sharpe ratio 0,73
Information ratio 0,62
Beta 0,85
Tracking Error 9,18
Fund volatility 19,45
Index volatility 17,54
Sharpe ratio 0,79
Information ratio 0,60
Beta 1,00
Tracking Error 8,50
Fund volatility 18,00
Index volatility 16,75
Sharpe ratio 0,70
Information ratio 0,50
Beta 0,98
Tracking Error 7,45
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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 FR0010859769
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 2,25%
Maximum subscription fee 3,00%
Redemption fee 0,00%
Performance fee 15% of the positive difference between the fund performance (net of management fees) and the benchmark performance