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.
Fund Inception : 16/04/2010 Periodicity and Listing currency : Daily (EUR) Minimum recommended investment duration : 5 years Custodian : BNP Paribas Securities Services Fund Administrator : Société Générale Securities Services
Reference indicator : MSCI ACWI NET RETURN EUR ISIN Code : FR0010868174 Risk level : 5/7 Minimum subscription amount :
Null Investor profile : Reserved for distribution by financial intermediaries other than management companies Financial service provider : BNP Paribas Securities Services*
* The KIID, prospectus and latest fund reports are available from the Company
Maximum subscription fee : 3,00% Redemption fee : 0,00%
Tax included (Including tax) : 1,35%
For more information on fees, please refer to the fund’s KIID and prospectus.
The information provided above is not contractual and does not constitute investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in performances. The value of the investment may change in line with market fluctuations and investors may lose some or all of their initial investment, as the investment funds carry no capital guarantee. Access to the products and services presented herein may be subject to restrictions for certain people or countries. Taxation depends on each investor’s personal situation. The risks, charges and recommended investment period of the investment funds presented are described in the KIIDs (key investment information documents) and prospectuses available on this website. The KIID must be provided to potential investors prior to subscription.
David Ross Manager of Echiquier World Equity Growth, CFA
David Ross, CFA, is a graduate of Yale University and Syracuse University and has worked throughout his career in the United States. He has acquired his equity management experience over 20 years, notably at US Trust, Citi Private Bank and then Chevy Chase Trust Investment Advisors as a Director and emerging market fund manager. He joined La Financière de l’Echiquier’s Global team in September 2014.
Rolando Grandi International Equity Fund Manager
From Bolivia with a degree in finance from IAE Lyon school of business, Rolando Grandi began his career at Roche-Brune AM as an international equity analyst before becoming co-manager in 2015. Rolando joined La Financière de l’Echiquier in 2017 as an analyst for international large caps. In 2018, he expanded his functions for Echiquier World Equity Growth by becoming the Thematic Equities Manager.
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