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EQUITIES / LARGE CAP

Echiquier World Equity Growth Fund B EUR

Echiquier World Equity Growth is a stock-picking fund invested in large international stocks that are highly exposed to global growth and enjoy a clear global leadership in their respective markets.

Performance 2021

+2,58%

Annualized performance

+13,02%since inception
on 08/11/2013

AuM

28,1 € millions

Investment horizon

5 years

Risk level

6/7

As of 06/05/2021

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Fund news

5 questions about... Echiquier World Equity Growth

Informed decisions for volatile markets

Fund Managers

David Ross, CFA

Fund Manager

Rolando Grandi, 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 World Equity Growth Fund B Benchmark
2021 +2,58 +11,14
2020 +18,12 +6,65
2019 +27,93 +28,93
2018 +0,49 -4,85
2017 +16,17 +8,90
2016 +3,95 +11,09
2015 +17,06 +8,72

Cumulative performance (%)

Echiquier World Equity Growth Fund B Benchmark
3 months +0,31 +5,19
2021 +2,58 +11,14
1 year +28,98 +32,66
3 years +43,02 +43,97
5 years +101,93 +85,00
10 years - -
Inception +150,27 +129,99

Annualised performance (%)

Echiquier World Equity Growth Fund B Benchmark
1 year +28,98 +34,00
3 years +12,66 +13,09
5 years +15,08 +13,08
10 years - -
Inception +13,02 +11,75

Calendar performance (%)

Echiquier World Equity Growth Fund B +2,58
Benchmark +11,14
Echiquier World Equity Growth Fund B +18,12
Benchmark +6,65
Echiquier World Equity Growth Fund B +27,93
Benchmark +28,93
Echiquier World Equity Growth Fund B +0,49
Benchmark -4,85
Echiquier World Equity Growth Fund B +16,17
Benchmark +8,90
Echiquier World Equity Growth Fund B +3,95
Benchmark +11,09
Echiquier World Equity Growth Fund B +17,06
Benchmark +8,72

Cumulative performance (%)

Echiquier World Equity Growth Fund B +0,31
Benchmark +5,19
Echiquier World Equity Growth Fund B +2,58
Benchmark +11,14
Echiquier World Equity Growth Fund B +28,98
Benchmark +32,66
Echiquier World Equity Growth Fund B +43,02
Benchmark +43,97
Echiquier World Equity Growth Fund B +101,93
Benchmark +85,00
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +150,27
Benchmark +129,99

Annualised performance (%)

Echiquier World Equity Growth Fund B +28,98
Benchmark +34,00
Echiquier World Equity Growth Fund B +12,66
Benchmark +13,09
Echiquier World Equity Growth Fund B +15,08
Benchmark +13,08
Echiquier World Equity Growth Fund B -
Benchmark -
Echiquier World Equity Growth Fund B +13,02
Benchmark +11,75

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,68 14,71 2,30 -1,18 0,86 5,65
3 years 18,97 17,86 0,81 0,02 0,97 7,84
5 years 16,72 15,54 1,03 0,34 0,97 7,19

Risk indicators (%)

Fund volatility 13,68
Index volatility 14,71
Sharpe ratio 2,30
Information ratio -1,18
Beta 0,86
Tracking Error 5,65
Fund volatility 18,97
Index volatility 17,86
Sharpe ratio 0,81
Information ratio 0,02
Beta 0,97
Tracking Error 7,84
Fund volatility 16,72
Index volatility 15,54
Sharpe ratio 1,03
Information ratio 0,34
Beta 0,97
Tracking Error 7,19
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Reference indicator MSCI ACWI NET RETURN EUR
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 6
Share class characteristics
Fund Inception 08/11/2013
ISIN Code LU0969070019
Risk level 6/7
Minimum subscription amount Null
Investor profile All investors
Tax included Including tax 1,75%
Maximum subscription fee 3,00%
Redemption fee 0,00%