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EQUITIES / EUROPEAN RANGE - GROWTH

Echiquier Major European Leaders K EUR

Echiquier Major is a bottom up stock-picking fund. Its investment universe is European large-cap growth stocks that have an asserted position of leadership in their industry.

Performance 2024

+5,83%

Annualized performance

+7,47%since inception
on 17/01/2014

AuM

21,4 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 18/07/2024

Fund news

Market news 11/10/2021

Market News - Echiquier Major SRI Growth Europe

Fund Managers

Adrien Bommelaer

Fund Manager

Marion Cohet-Boucheron

Fund manager

Paul Merle, CIIA

Fund manager

Performance

-

Price data

Calendar performance (%)

Past performance is not an indication of future performance. Returns indicated are after management fees but before taxes paid by the investor.

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund K Benchmark
3 months +1,72 +3,32
2024 +5,83 +8,56
1 year +11,95 +13,27
3 years +11,74 +25,85
5 years +49,00 +48,46
10 years +105,36 +92,09
Inception +113,11 +98,40

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund K Benchmark
1 year +11,91 +13,23
3 years +3,77 +7,96
5 years +8,29 +8,21
10 years +7,45 +6,74
Inception +7,47 +6,74

Calendar performance (%)

Echiquier Major SRI Growth Europe Fund K +5,83
Benchmark +8,56
Echiquier Major SRI Growth Europe Fund K +20,02
Benchmark +15,83
Echiquier Major SRI Growth Europe Fund K -21,82
Benchmark -9,49
Echiquier Major SRI Growth Europe Fund K +25,60
Benchmark +25,13
Echiquier Major SRI Growth Europe Fund K +7,35
Benchmark -3,32
Echiquier Major SRI Growth Europe Fund K +41,05
Benchmark +26,05
Echiquier Major SRI Growth Europe Fund K -7,59
Benchmark -10,57
Echiquier Major SRI Growth Europe Fund K +10,69
Benchmark +10,24
Echiquier Major SRI Growth Europe Fund K -3,06
Benchmark +2,58
Echiquier Major SRI Growth Europe Fund K +8,44
Benchmark +8,22

Cumulative performance (%)

Echiquier Major SRI Growth Europe Fund K +1,72
Benchmark +3,32
Echiquier Major SRI Growth Europe Fund K +5,83
Benchmark +8,56
Echiquier Major SRI Growth Europe Fund K +11,95
Benchmark +13,27
Echiquier Major SRI Growth Europe Fund K +11,74
Benchmark +25,85
Echiquier Major SRI Growth Europe Fund K +49,00
Benchmark +48,46
Echiquier Major SRI Growth Europe Fund K +105,36
Benchmark +92,09
Echiquier Major SRI Growth Europe Fund K +113,11
Benchmark +98,40

Annualised performance (%)

Echiquier Major SRI Growth Europe Fund K +11,91
Benchmark +13,23
Echiquier Major SRI Growth Europe Fund K +3,77
Benchmark +7,96
Echiquier Major SRI Growth Europe Fund K +8,29
Benchmark +8,21
Echiquier Major SRI Growth Europe Fund K +7,45
Benchmark +6,74
Echiquier Major SRI Growth Europe Fund K +7,47
Benchmark +6,74

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 11,81 10,74 1,04 -0,19 0,96 5,85
3 years 15,86 13,74 0,24 -0,51 1,01 7,58
5 years 18,16 17,89 0,54 -0,03 0,93 7,45

Risk indicators (%)

Fund volatility 11,81
Index volatility 10,74
Sharpe ratio 1,04
Information ratio -0,19
Beta 0,96
Tracking Error 5,85
Fund volatility 15,86
Index volatility 13,74
Sharpe ratio 0,24
Information ratio -0,51
Beta 1,01
Tracking Error 7,58
Fund volatility 18,16
Index volatility 17,89
Sharpe ratio 0,54
Information ratio -0,03
Beta 0,93
Tracking Error 7,45

Characteristics

General characteristics of the fund
Fund Inception 08/11/2013
Investment management company La Financière de l'Echiquier
Legal form Sicav (subfund)
Reference indicator MSCI EUROPE NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Luxembourg
Fund Administrator BNP Paribas Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 17/01/2014
ISIN Code LU0969070282
SRI PRIIPS 4/7
Minimum subscription amount 100 000 €
Investor profile
Tax included Including tax 1,00%
Subscription fee max. tax incl. not retained by the fund 3,00%
Redemption fee max. tax incl. not retained by the fund 0,00%
Management fees and other administrative and operating expenses
(based on the fund's last fiscal year)
1,17%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,17%