Echiquier Agenor SRI Mid Cap Europe Fund B EUR
ISIN: LU0969069516
Categoria Morningstar: Europe Mid-Cap Equity
Società: La Financière de l’Echiquier
ISIN: LU0969069516
Categoria Morningstar: Europe Mid-Cap Equity
Società: La Financière de l’Echiquier
The Sub-Fund is a dynamically managed Sub-Fund whose investment objective is long-term performance through exposure to European equity markets, investing in growth-style companies. This objective is associated with an extra-financial approach in compliance with the provisions of Article 8 of SFDR, integrating the consideration of Sustainability Risk and ESG criteria, as described in Part A, Section 4. This extra-financial objective/approach of the Sub-Fund is to contribute to the progress of companies on ESG issues by engaging with them in regular dialogue and by sharing with them specific areas for improvement that are monitored over time. In addition to the ESG investment policy described, the Sub-Fund might further exclude some sectors of activity and financial instruments with ESG scoring below 5,5.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -3,54 | 3 anni: -1,77 | 5 anni: 1,71 | Inizio: 5,65 | 2025: -4,02 | 2024: 1,26 | 2023: 9,59 | 2022: -29,40 | 2021: 15,70 |
Rendimento annuo: Categoria | 1 anno: -0,54 | 3 anni: -2,16 | 5 anni: 5,93 | Inizio: - | 2025: -1,49 | 2024: 1,00 | 2023: 9,25 | 2022: -24,95 | 2021: 20,23 |
Rendimento annuo: Percentile | 1 anno: 68,00 | 3 anni: 65,00 | 5 anni: 89,00 | Inizio:- | 2025: 75,00 | 2024: 51,00 | 2023: 51,00 | 2022: 75,00 | 2021: 78,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 17,26 | 3 Sharpe Ratio: -0,19 | 5 Correlazione: 94,03 | Beta: 0,98 | Alfa: -5,71 | Tracking error: 5,86 | Info Ratio: -1,00 |