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The proximity of a boutique, the standards of a major house

Successful stock and bond pickers for about 35 years.

Our funds

A comprehensive range of funds for all risk profiles and investment horizons.

As of 01/07/2024 NAV (€) Return D-1 (%) Return 2024 (%) Annualised return since inception (%) SRI PRIIPS
  Equities
Echiquier Agenor Euro SRI Mid Cap A
NAV As of 01/07/2024 127,44 €
Return 2024 -1,9 %
Echiquier Agenor Euro SRI Mid Cap A 127,44 +0,6 -1,9 +4,7 4/7
Echiquier Agenor SRI Mid Cap Europe A
NAV As of 01/07/2024 424,74 €
Return 2024 +2,8 %
Echiquier Agenor SRI Mid Cap Europe A 424,74 0,0 +2,8 +7,4 4/7
Echiquier Agenor SRI Mid Cap Europe Fund B
NAV As of 01/07/2024 198,99 €
Return 2024 +3,0 %
Echiquier Agenor SRI Mid Cap Europe Fund B 198,99 0,0 +3,0 +6,7 4/7
Echiquier Agenor SRI Mid Cap Europe Fund K
NAV As of 01/07/2024 2 091,24 €
Return 2024 +3,4 %
Echiquier Agenor SRI Mid Cap Europe Fund K 2 091,24 0,0 +3,4 +7,3 4/7
Echiquier Agenor SRI Mid Cap Europe G
NAV As of 01/07/2024 482,05 €
Return 2024 +3,3 %
Echiquier Agenor SRI Mid Cap Europe G 482,05 0,0 +3,3 +6,6 4/7
Echiquier Agressor A
NAV As of 01/07/2024 1 899,85 €
Return 2024 +8,2 %
Echiquier Agressor A 1 899,85 +0,2 +8,2 +9,6 4/7
Echiquier Agressor G
NAV As of 01/07/2024 1 939,23 €
Return 2024 +8,7 %
Echiquier Agressor G 1 939,23 +0,2 +8,7 +3,5 4/7
Echiquier Artificial Intelligence B
NAV As of 01/07/2024 195,50 €
Return 2024 +22,8 %
Echiquier Artificial Intelligence B 195,50 +0,6 +22,8 +11,7 6/7
Echiquier Artificial Intelligence B USD
NAV As of 01/07/2024 82,91 €
Return 2024 +19,5 %
Echiquier Artificial Intelligence B USD 82,91 +0,9 +19,5 -5,2 6/7
Echiquier Artificial Intelligence K
NAV As of 01/07/2024 206,03 €
Return 2024 +23,2 %
Echiquier Artificial Intelligence K 206,03 +0,6 +23,2 +12,7 6/7
Echiquier Climate & Biodiversity Impact Europe A
NAV As of 01/07/2024 103,33 €
Return 2024 +6,6 %
Echiquier Climate & Biodiversity Impact Europe A 103,33 +0,1 +6,6 +0,9 4/7
Echiquier Climate & Biodiversity Impact Europe G
NAV As of 01/07/2024 105,73 €
Return 2024 +6,8 %
Echiquier Climate & Biodiversity Impact Europe G 105,73 +0,1 +6,8 +1,6 4/7
Echiquier Health Impact For All A
NAV As of 01/07/2024 118,90 €
Return 2024 +6,4 %
Echiquier Health Impact For All A 118,90 -0,6 +6,4 +3,7 4/7
Echiquier Health Impact For All G
NAV As of 01/07/2024 125,30 €
Return 2024 +6,7 %
Echiquier Health Impact For All G 125,30 -0,6 +6,7 +4,8 4/7
Echiquier Major SRI Growth Europe A
NAV As of 01/07/2024 376,06 €
Return 2024 +7,0 %
Echiquier Major SRI Growth Europe A 376,06 -0,3 +7,0 +7,1 4/7
Echiquier Major SRI Growth Europe G
NAV As of 01/07/2024 400,08 €
Return 2024 +7,6 %
Echiquier Major SRI Growth Europe G 400,08 -0,3 +7,6 +7,5 4/7
Echiquier Positive Impact Europe A
NAV As of 01/07/2024 297,80 €
Return 2024 +9,8 %
Echiquier Positive Impact Europe A 297,80 -0,1 +9,8 +7,9 4/7
Echiquier Positive Impact Europe G
NAV As of 01/07/2024 162,59 €
Return 2024 +10,1 %
Echiquier Positive Impact Europe G 162,59 -0,1 +10,1 +7,7 4/7
Echiquier Space B
NAV As of 01/07/2024 94,29 €
Return 2024 +18,0 %
Echiquier Space B 94,29 -1,1 +18,0 -1,9 5/7
Echiquier Space K
NAV As of 01/07/2024 967,72 €
Return 2024 +18,4 %
Echiquier Space K 967,72 -1,1 +18,4 -1,1 5/7
Echiquier Value Euro A
NAV As of 01/07/2024 212,78 €
Return 2024 -1,7 %
Echiquier Value Euro A 212,78 +0,9 -1,7 +6,7 4/7
Echiquier Value Euro B
NAV As of 01/07/2024 114,64 €
Return 2024 -1,2 %
Echiquier Value Euro B 114,64 +0,9 -1,2 +4,5 4/7
Echiquier World Equity Growth A
NAV As of 01/07/2024 423,24 €
Return 2024 +15,9 %
Echiquier World Equity Growth A 423,24 0,0 +15,9 +10,7 5/7
Echiquier World Equity Growth G
NAV As of 01/07/2024 489,25 €
Return 2024 +16,5 %
Echiquier World Equity Growth G 489,25 0,0 +16,5 +11,8 5/7
Echiquier World Next Leaders A
NAV As of 01/07/2024 185,32 €
Return 2024 -4,8 %
Echiquier World Next Leaders A 185,32 -0,8 -4,8 +5,7 6/7
Echiquier World Next Leaders K
NAV As of 01/07/2024 102,52 €
Return 2024 -4,5 %
Echiquier World Next Leaders K 102,52 -0,8 -4,5 -1,9 6/7
Tocqueville Dividende ISR C
NAV As of 01/07/2024 26,12 €
Return 2024 +5,1 %
Tocqueville Dividende ISR C 26,12 +1,2 +5,1 +4,2 4/7
Tocqueville Dividende ISR D
NAV As of 01/07/2024 11,87 €
Return 2024 +3,0 %
Tocqueville Dividende ISR D 11,87 +1,2 +3,0 +0,7 4/7
Tocqueville France ISR C
NAV As of 01/07/2024 71,09 €
Return 2024 +0,6 %
Tocqueville France ISR C 71,09 +1,3 +0,6 +6,2 5/7
Tocqueville France ISR D
NAV As of 01/07/2024 59,97 €
Return 2024 +0,6 %
Tocqueville France ISR D 59,97 +1,3 +0,6 +5,3 5/7
Tocqueville Materials for the Future P
NAV As of 01/07/2024 143,17 €
Return 2024 +8,0 %
Tocqueville Materials for the Future P 143,17 +0,0 +8,0 +2,3 6/7
Tocqueville Small Cap Euro ISR C
NAV As of 01/07/2024 67,91 €
Return 2024 +3,2 %
Tocqueville Small Cap Euro ISR C 67,91 +1,0 +3,2 +9,2 4/7
Tocqueville Small Cap Euro ISR D
NAV As of 01/07/2024 48,31 €
Return 2024 +1,4 %
Tocqueville Small Cap Euro ISR D 48,31 +1,0 +1,4 +6,7 4/7
Tocqueville Value Europe ISR I
NAV As of 01/07/2024 343,37 €
Return 2024 +7,1 %
Tocqueville Value Europe ISR I 343,37 +1,0 +7,1 +5,8 5/7
Tocqueville Value Europe ISR P
NAV As of 01/07/2024 273,35 €
Return 2024 +6,5 %
Tocqueville Value Europe ISR P 273,35 +1,0 +6,5 +7,3 5/7
  Multi assets
Echiquier ARTY SRI A
NAV As of 01/07/2024 1 764,25 €
Return 2024 +1,7 %
Echiquier ARTY SRI A 1 764,25 -0,1 +1,7 +3,6 3/7
Echiquier Patrimoine A
NAV As of 01/07/2024 878,30 €
Return 2024 +1,4 %
Echiquier Patrimoine A 878,30 -0,1 +1,4 +2,9 2/7
  Bonds and Convertible bonds
Echiquier Convexité SRI Europe A
NAV As of 01/07/2024 1 268,71 €
Return 2024 +1,6 %
Echiquier Convexité SRI Europe A 1 268,71 +0,1 +1,6 +1,4 3/7
Echiquier Credit SRI Europe A
NAV As of 01/07/2024 165,02 €
Return 2024 +0,2 %
Echiquier Credit SRI Europe A 165,02 -0,1 +0,2 +3,0 2/7
See our funds

Our strengths

A company on a human scale

Experienced management teams at your service

Active conviction-based management

Internal processes and systems adapted to different types of clients

With €27 billion in AUM, the agility inherent in its entrepreneurial culture and the active support of LBP AM, we are about to build a new leader in conviction-based management capable of providing all our clients, from individuals to institutions, with enhanced financial management and a profoundly renewed and innovative offering.

Olivier de Berranger

Olivier de Berranger

CEO of LFDE

Founded
1991
Assets
€27
billion managed
Team
+170
employees
SFDR articles 8 & 9
92%
open -end funds

As of 01/04/2024