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EQUITIES / THEMES

Echiquier World Next Leaders K

Stock-picking fund investing in innovating growth companies who are emerging leaders worldwide

Class K - FR0013423357 - NAV : 225,21

Performance 2021

+1,18%

Annualized performance

+49,98%since inception
on 31/12/2019

AuM

483,2 € millions

Investment horizon

5 years

Risk level

6/7

As of 21/09/2021

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Fund news

Echiquier World Next Leaders - And you, when are you going to start investing in the future ?

Market News - Echiquier Artificial Intelligence & Echiquier World Next Leaders

Fund Managers

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 Next Leaders K Benchmark
2021 +1,18 +17,42
2020 +98,95 +6,65

Cumulative performance (%)

Echiquier World Next Leaders K Benchmark
3 months +3,64 +2,47
2021 +1,18 +17,42
1 year +28,35 +30,07
3 years - -
5 years - -
10 years - -
Inception +101,30 +25,23

Annualised performance (%)

Echiquier World Next Leaders K Benchmark
1 year +28,35 +31,05
3 years - -
5 years - -
10 years - -
Inception +49,98 +13,92

Calendar performance (%)

Echiquier World Next Leaders K +1,18
Benchmark +17,42
Echiquier World Next Leaders K +98,95
Benchmark +6,65

Cumulative performance (%)

Echiquier World Next Leaders K +3,64
Benchmark +2,47
Echiquier World Next Leaders K +1,18
Benchmark +17,42
Echiquier World Next Leaders K +28,35
Benchmark +30,07
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K +101,30
Benchmark +25,23

Annualised performance (%)

Echiquier World Next Leaders K +28,35
Benchmark +31,05
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K -
Benchmark -
Echiquier World Next Leaders K +49,98
Benchmark +13,92

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 30,46 12,13 1,28 0,21 1,45 25,44
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 30,46
Index volatility 12,13
Sharpe ratio 1,28
Information ratio 0,21
Beta 1,45
Tracking Error 25,44
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Classification International equity
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
SFDR classification Article 8
Share class characteristics
Fund Inception 31/12/2019
ISIN Code FR0013423357
Risk level 6/7
Minimum subscription amount Null
Investor profile For institutional investors and marketing by financial intermediaries only
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%