FUNDS - Echiquier Major
Last update on: 28/10/2021

Echiquier Major

Investment Trusts
Société Générale Asset Management
La Financière de l'Echiquier
Asset Manager
Financière de l'Echiquier

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

924.46 mil. EUR
Share class size

(as of 30/09/2021)

511.46 mil. EUR
ISIN FR0010321828
Fund price (as of 28/10/2021)
Offer n.s.
Bid 373.83 Euro

Growth (as of 28/10/2021) *

10 Years 172.00 %
5 Years 86.92 %
3 Years 69.98 %
1 Year 34.44 %
Current year 19.88 %
Benchmark Stoxx Europe 600

* in Euro (€)

Master data of Funds
Launch date 11/03/2005
Available in BE, DE, ES, FR, IT, NL
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment ECHIQUIER MAJOR is a dynamic fund, which pursues a long-term performance by focusing on the European stock market.
Investment strategy The administration is oriented on the stock markets of the European Community. The fund is primarily focused on large European values. The Fund reserves the right to invest even in small and medium-sized values up to a maximum of 40% of its net assets.
The administration of ECHIQUIER MAJOR is based on a strict selection of securities - called "stock picking" - on the basis of a thorough evaluation process by the companies set in the portfolio.
Investment process This management is based on an analysis of each dossier, based on an internally developed risk assessment and takes into account five criteria:

- the quality of corporate management,

- the quality of its financial structure,

- the visibility of future corporate earnings,

- the growth prospects in its orientation,

- the speculative value aspect.
Positive criteria Transparent and systematic consideration of environmental, social and corporate governance factors
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by Inhouse

This fund profile is aligned with the fund company.