Loader image
EQUITIES / THEMATIC RANGE - IMPACT & ENVIRONMENT

Echiquier Climate & Biodiversity Impact Europe G

Echiquier Climate Impact & Biodiversity Europe is a sub-fund of an SRI-labelled SICAV that invests in responsible European companies which contribute to the energy and ecological transition.

Performance 2024

+6,79%

Annualized performance

+1,58%since inception
on 15/12/2020

AuM

109,3 € millions

Investment horizon

5 years

SRI PRIIPS

4/7

As of 01/07/2024

Fund news

News 15/12/2023

Echiquier Climate & Biodiversity Impact Europe, 3 years already

Fund Managers

Adrien Bommelaer

Fund Manager

Luc Olivier, CFA

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 Climate & Biodiversity Impact Europe G Benchmark
3 months +1,63 +1,65
2024 +6,79 +9,38
1 year +9,32 +14,02
3 years -4,84 +23,65
5 years - -
10 years - -
Inception +5,73 +45,50

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G Benchmark
1 year +9,29 +13,98
3 years -1,64 +7,32
5 years - -
10 years - -
Inception +1,58 +11,16

Calendar performance (%)

Echiquier Climate & Biodiversity Impact Europe G +6,79
Benchmark +9,38
Echiquier Climate & Biodiversity Impact Europe G +9,93
Benchmark +15,83
Echiquier Climate & Biodiversity Impact Europe G -24,07
Benchmark -9,49
Echiquier Climate & Biodiversity Impact Europe G +16,38
Benchmark +25,13

Cumulative performance (%)

Echiquier Climate & Biodiversity Impact Europe G +1,63
Benchmark +1,65
Echiquier Climate & Biodiversity Impact Europe G +6,79
Benchmark +9,38
Echiquier Climate & Biodiversity Impact Europe G +9,32
Benchmark +14,02
Echiquier Climate & Biodiversity Impact Europe G -4,84
Benchmark +23,65
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G +5,73
Benchmark +45,50

Annualised performance (%)

Echiquier Climate & Biodiversity Impact Europe G +9,29
Benchmark +13,98
Echiquier Climate & Biodiversity Impact Europe G -1,64
Benchmark +7,32
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G -
Benchmark -
Echiquier Climate & Biodiversity Impact Europe G +1,58
Benchmark +11,16

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,25 11,08 0,77 -0,88 1,12 4,75
3 years 16,50 13,63 -0,02 -1,35 1,12 6,38
5 years - - - - - -

Risk indicators (%)

Fund volatility 13,25
Index volatility 11,08
Sharpe ratio 0,77
Information ratio -0,88
Beta 1,12
Tracking Error 4,75
Fund volatility 16,50
Index volatility 13,63
Sharpe ratio -0,02
Information ratio -1,35
Beta 1,12
Tracking Error 6,38
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -

Characteristics

General characteristics of the fund
Fund Inception 15/12/2020
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 SA
Fund Administrator Société Générale
SFDR classification Article 9
Share class characteristics
Fund Inception 15/12/2020
ISIN Code FR0013517281
SRI PRIIPS 4/7
Minimum subscription amount Null
Investor profile For marketing by financial intermediaries only
Tax included Including tax 1,35%
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)
1,36%
Transaction costs
(based on the average of the fund's last 3 fiscal years)
0,42%