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ECHIQUIER AGENOR EURO SRI MID CAP G  WPKNR: ECH100 
 Aktuell:
up 147,59 
 ISIN:

FR0013403714

   Währung:

EUR 

 Fondsname:

Echiquier Agenor Euro SRI Mid Cap G

   Ertragstyp:

Thesaurierend 

 Ursprungsland:

Frankreich 

   Fondstyp:

Aktienfonds 

 Fondsmanager:

Stéphanie Bobtcheff, José Berros

   Region:

Euroland 

 Fondsvolumen:

365,25 Mio. EUR

   Land:

 Auflagedatum:

25.03.2019

   Unterkategorie:

Branchenmix 

 Geschäftsjahr:

01.04.

   Vertriebszulassung:

Österreich, Deutschland, Schweiz 

 Konditionen
ausgabeaufschlag verwaltungsgebühr  mindestanlage einmalig sparplan 

3,00%

1,35%

-

 Kennzahlen per 17.09.2024
  ytd 1 jahr 3 jahre 5 jahre

 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%

 Fondsstrategie

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.

 Größte Positionen per -

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 %

     
 Fondsgesellschaft
KAG: La Fin.d.l'Echiquier
address: Bockenheimer Landstraße 51-53
60325 Frankfurt-am-Main
Internet: https://www.lfde.com
 
  Fonds-Suche nach Name, WKN, ISIN:        
 
 Österreich-Börsen
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 ATX Prime1.823,89 21,74 1,21% 
 Immobilien-ATX365,91 7,89 2,20% 
 Indizes
 DAX19.002,38 290,89 1,55% 
 TecDax3.339,79 32,27 0,98% 
 MDAX26.265,94 475,81 1,84% 
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 Nasdaq 10019.839,83 495,34 2,56% 
 S & P 500 (EOD)5.713,64 95,38 1,70% 
 SMI12.058,30 76,00 0,63% 


 Zinsen / Währungen
 Wichtige Währungen
 EUR/US$1,1166 0,00 0,04% 
 EUR/Yen158,8045 -0,41 -0,25% 
 EUR/CHF0,9448 -0,00 -0,15% 
 EUR/Brit. Pfund0,8399 -0,00 -0,04% 
 Yen/US$0,0070 0,00 0,46% 
 CHF/US$1,1819 0,00 0,21% 
 Zinsen
 ESTR (EUR)3,4160-0,25 -6,79% 
 SAR® ON (CHF)1,2067-0,00 -0,20% 
 TONA (JPY)0,22800,00 0,00 
 Rohstoffe
 baha Brent Indication74,211,84 2,54% 
 Gold2.574,932,93 0,11% 
 Silber31,150,54 1,77% 
 Platin988,1411,24 1,15% 
 

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