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EQUITIES / SMALL & MID CAP

Echiquier Agenor SRI Mid Cap Europe Fund B EUR

Echiquier Agenor Mid Cap Europe is a stock-picking fund invested in European small and medium growth companies, which are selected above all for the quality of their management.

Performance 2021

+3,08%

Annualized performance

+11,26%since inception
on 08/11/2013

AuM

151,1 € millions

Investment horizon

5 years

Risk level

5/7

As of 06/05/2021

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Fund news

Awards 17/03/2021

La Financière de l’Echiquier’s small- and mid-cap expertise recognised once again

News 15/03/2021

Market News - Echiquier Agenor SRI Mid Cap Europe

Fund Managers

Stéphanie Bobtcheff, CFA

Fund Manager

José Berros

Fund Manager

Guillaume Puech, 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 Agenor SRI Mid Cap Europe Fund B Benchmark
2021 +3,08 +13,40
2020 +14,00 +4,58
2019 +34,62 +31,44
2018 -9,39 -15,86
2017 +21,36 +19,03
2016 +0,44 +0,86
2015 +25,20 +23,53

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund B Benchmark
3 months +1,02 +7,97
2021 +3,08 +13,40
1 year +26,68 +50,36
3 years +38,07 +27,42
5 years +85,50 +68,35
10 years - -
Inception +122,45 +114,60

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund B Benchmark
1 year +26,68 +52,50
3 years +11,34 +8,71
5 years +13,15 +10,97
10 years - -
Inception +11,26 +10,72

Calendar performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund B +3,08
Benchmark +13,40
Echiquier Agenor SRI Mid Cap Europe Fund B +14,00
Benchmark +4,58
Echiquier Agenor SRI Mid Cap Europe Fund B +34,62
Benchmark +31,44
Echiquier Agenor SRI Mid Cap Europe Fund B -9,39
Benchmark -15,86
Echiquier Agenor SRI Mid Cap Europe Fund B +21,36
Benchmark +19,03
Echiquier Agenor SRI Mid Cap Europe Fund B +0,44
Benchmark +0,86
Echiquier Agenor SRI Mid Cap Europe Fund B +25,20
Benchmark +23,53

Cumulative performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund B +1,02
Benchmark +7,97
Echiquier Agenor SRI Mid Cap Europe Fund B +3,08
Benchmark +13,40
Echiquier Agenor SRI Mid Cap Europe Fund B +26,68
Benchmark +50,36
Echiquier Agenor SRI Mid Cap Europe Fund B +38,07
Benchmark +27,42
Echiquier Agenor SRI Mid Cap Europe Fund B +85,50
Benchmark +68,35
Echiquier Agenor SRI Mid Cap Europe Fund B -
Benchmark -
Echiquier Agenor SRI Mid Cap Europe Fund B +122,45
Benchmark +114,60

Annualised performance (%)

Echiquier Agenor SRI Mid Cap Europe Fund B +26,68
Benchmark +52,50
Echiquier Agenor SRI Mid Cap Europe Fund B +11,34
Benchmark +8,71
Echiquier Agenor SRI Mid Cap Europe Fund B +13,15
Benchmark +10,97
Echiquier Agenor SRI Mid Cap Europe Fund B -
Benchmark -
Echiquier Agenor SRI Mid Cap Europe Fund B +11,26
Benchmark +10,72

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 14,12 19,57 2,15 -2,13 0,58 11,69
3 years 17,04 22,70 0,82 0,17 0,67 10,87
5 years 14,53 18,94 1,04 0,18 0,68 9,09

Risk indicators (%)

Fund volatility 14,12
Index volatility 19,57
Sharpe ratio 2,15
Information ratio -2,13
Beta 0,58
Tracking Error 11,69
Fund volatility 17,04
Index volatility 22,70
Sharpe ratio 0,82
Information ratio 0,17
Beta 0,67
Tracking Error 10,87
Fund volatility 14,53
Index volatility 18,94
Sharpe ratio 1,04
Information ratio 0,18
Beta 0,68
Tracking Error 9,09
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI EUROPE SM CAP NR
Investment horizon 5 years
Periodicity and Listing currency Daily (EUR)
Custodian BNP Paribas Securities Services Luxembourg
Fund Administrator BNP Paribas Securities Services Luxembourg
SFDR classification Article 8
Share class characteristics
Fund Inception 08/11/2013
ISIN Code LU0969069516
Risk level 5/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,75%
Maximum subscription fee 3,00%
Redemption fee 0,00%