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EQUITIES / LARGE CAP

Echiquier World Equity Growth I USD

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

+6,28%

Annualized performance

+18,88%since inception
on 10/05/2019

AuM

1 090,1 € millions

Investment horizon

5 years

Risk level

6/7

As of 20/10/2021

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Fund news

News 12/05/2021

Market News - Echiquier World Equity Growth

5 questions about... Echiquier World Equity Growth

Fund Managers

David Ross, CFA

Fund Manager

Rolando Grandi, CFA

Fund Manager

Louis Bersin

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 I USD Benchmark
2021 +6,28 +16,27
2020 +31,08 +16,26

Cumulative performance (%)

Echiquier World Equity Growth I USD Benchmark
3 months +3,95 +3,49
2021 +6,28 +16,27
1 year +20,27 +30,01
3 years - -
5 years - -
10 years - -
Inception +52,76 +51,35

Annualised performance (%)

Echiquier World Equity Growth I USD Benchmark
1 year +20,27 +29,84
3 years - -
5 years - -
10 years - -
Inception +18,88 +18,44

Calendar performance (%)

Echiquier World Equity Growth I USD +6,28
Benchmark +16,27
Echiquier World Equity Growth I USD +31,08
Benchmark +16,26

Cumulative performance (%)

Echiquier World Equity Growth I USD +3,95
Benchmark +3,49
Echiquier World Equity Growth I USD +6,28
Benchmark +16,27
Echiquier World Equity Growth I USD +20,27
Benchmark +30,01
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD +52,76
Benchmark +51,35

Annualised performance (%)

Echiquier World Equity Growth I USD +20,27
Benchmark +29,84
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD -
Benchmark -
Echiquier World Equity Growth I USD +18,88
Benchmark +18,44

Risk indicators (%)

Fund volatility Index volatility Sharpe ratio Information ratio Beta Tracking Error
1 year 13,96 14,49 1,51 -1,60 0,90 5,24
3 years - - - - - -
5 years - - - - - -

Risk indicators (%)

Fund volatility 13,96
Index volatility 14,49
Sharpe ratio 1,51
Information ratio -1,60
Beta 0,90
Tracking Error 5,24
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
Fund volatility -
Index volatility -
Sharpe ratio -
Information ratio -
Beta -
Tracking Error -
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Characteristics

General characteristics of the fund
Legal form Sicav (sub-fund)
Classification International equity
Reference indicator MSCI ACWI NET TOTAL RETURN USD
Investment horizon 5 years
Periodicity and Listing currency Daily (USD)
Custodian BNP Paribas Securities Services
Fund Administrator Société Générale
SFDR classification Article 8
Share class characteristics
Fund Inception 10/05/2019
ISIN Code FR0013405263
Risk level 6/7
Minimum subscription amount 1 000 000 $
Investor profile Intended essentially for institutional investors
Tax included Including tax 1,00%
Maximum subscription fee 3,00%
Redemption fee 0,00%