ECHIQUIER AGENOR EURO SRI MID CAP G |
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ISIN: |
FR0013403714 |
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Währung: |
EUR |
Fondsname: |
Echiquier Agenor Euro SRI Mid Cap G |
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Ertragstyp: |
Thesaurierend |
Ursprungsland: |
Frankreich |
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Fondstyp: |
Aktienfonds |
Fondsmanager: |
Stéphanie Bobtcheff, José Berros |
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Region: |
Euroland |
Fondsvolumen: |
365,25 Mio. EUR | |
Land: |
- |
Auflagedatum: |
25.03.2019 |
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Unterkategorie: |
Branchenmix |
Geschäftsjahr: |
01.04. |
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Vertriebszulassung: |
Österreich, Deutschland, Schweiz |
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Performance | 0,70% | 9,76% | -14,91% | - | Volatilität | 11,55% | 12,62% | 16,20% | - | Sharpe Ratio | -0,22 | 0,50 | -0,54 | - | Bester Monat | 7,28% | 10,38% | 10,47% | - | Schlechtester Monat | -5,13% | -6,81% | -10,82% | - |
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Echiquier Agenor Euro SRI Mid Cap is a subfund that aims to outperform its benchmark, the MSCI EMU Mid Cap Index, through the discretionary and opportunistic management on equity markets of small and mid-caps of the eurozone. This objective is combined with an extra-financial approach incorporating environmental, social, and governance (ESG) criteria. The extra-financial objective is to help companies move forward on ESG issues by engaging in dialogue with them on a regular basis and by sharing with them specific areas of improvement monitored over time. The extra-financial objective of the subfund complies with the provisions of Article 8 of the SFDR.
The subfund"s management focuses on eurozone equity markets, and particularly on the small and mid-cap market. In order for the UCITS to be eligible for PEAs, a minimum of 75% is invested at all times in financial instruments eligible for PEAs. Echiquier Agenor EURO SRI Mid Cap implements an active and discretionary management based on a rigorous stock-picking process, involving direct meetings with the companies in which the subfund invests. |
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Neoen | | 5,00% | Scout24 | | 4,90% | Recordati | | 4,90% | ID Logistics | | 4,60% | Virbac | | 4,60% | Spie | | 4,30% | Euronext | | 4,10% | Elis | | 3,90% | Aalberts | | 3,50% | ASM International | | 3,40% | Sonstiges | | 56,80 % |
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DAX | 19.002,38 | 290,89 | 1,55% |
TecDax | 3.339,79 | 32,27 | 0,98% |
MDAX | 26.265,94 | 475,81 | 1,84% |
Dow Jones (EOD) | 42.025,19 | 522,09 | 1,26% |
Nasdaq 100 | 19.839,83 | 495,34 | 2,56% |
S & P 500 (EOD) | 5.713,64 | 95,38 | 1,70% |
SMI | 12.058,30 | 76,00 | 0,63% |
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EUR/US$ | 1,1166 | 0,00 | 0,04% |
EUR/Yen | 158,8045 | -0,41 | -0,25% |
EUR/CHF | 0,9448 | -0,00 | -0,15% |
EUR/Brit. Pfund | 0,8399 | -0,00 | -0,04% |
Yen/US$ | 0,0070 | 0,00 | 0,46% |
CHF/US$ | 1,1819 | 0,00 | 0,21% |
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baha Brent Indication | 74,21 | 1,84 | 2,54% |
Gold | 2.574,93 | 2,93 | 0,11% |
Silber | 31,15 | 0,54 | 1,77% |
Platin | 988,14 | 11,24 | 1,15% |
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