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Echiquier World Equity Growth

Classé 34 sur 599 en - Global sur 12 mois
All calculations are in EUR unless stated

Géré par

Rolando Grandi

Originally from Bolivia and a graduate of IAE Lyon, Rolando Grandi began his career in 2013 at Roche-Brune AM as an international equity analyst before becoming co-manager in 2015. He joined La Financière de l’Echiquier in 2017 as an international large cap equity analyst and became a thematic equity manager and co-manager of Echiquier World Equity Growth in 2018.

David Ross

Born in the USA in 1964, David Ross has accumulated over 29 years of investment management experience in managing growth equity funds. Ross has extensive knowledge of US equity markets as well as emerging markets. He joined La Financiere de l'Echiquier on September 1st 2014, taking over the management of the firm's Global Equity products. Ross is a graduate of Yale University and has an MBA from Syracuse University. A Chartered Financial Analyst since 1993, Ross is a member of the CFA Institute and the CFA Society of France.

Objectif

The fund is a dynamic fund seeking long term returns through growth securities in international markets.The fund's assets are comprised mainly of large caps. However, the Fund reserves the right to a limit of 10% to invest in small and mid caps.

Performance

Global sur : 31/10/2017 - 31/10/2018
  • Classement 34/599 Rendement total
  • Classement 586/599 Ecart-type
  • Classement 535/599 Perte maximale
Nom du fonds Currency Perte
533 Talents EUR

-10,3%

534 Bestinver Internacional, FI EUR

-10,5%

535 Echiquier World Equity Growth EUR

-10,5%

536 Eurizon Fund Sustainable Global Equity Z EUR

-10,5%

537 Trocadero EUR

-10,5%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 2,6% 11,2% 5,5%
2017 16,5% 9,5% -1,2% 3,8% 3,7%
2016 4,0% -6,4% 2,2% 5,1% 3,6%
2015 17,3% 16,7% -3,2% -5,9% 10,2%
2014 12,6% -3,6% 6,0% 3,1% 6,9%
2013 11,4% 6,2% -2,5% 4,4% 3,0%
2012 13,6% 8,5% -0,6% 3,8% 1,5%
2011 -6,6% -4,5% 2,3% -13,0% 9,8%
2010 6,9% 16,3%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Belgique
  2. France
  3. Allemagne
  4. Italie
  5. Pays-Bas
  6. Espagne
  7. Suisse

Information sur le fonds

  • Date de lancement16/04/2010
  • Taille de la share class276Mn
  • Devise de baseUnits
  • Code ISIN FR0010859769

Information pour achat

  • Minimum investissement de départ0
  • Montant minimum de versements périodiques0,001

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).