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Echiquier World Equity Growth

Clasificado 5 de 379 sobre - Renta variable - Global durante 12 meses
All calculations are in EUR unless stated

Gestionado por

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.

Objetivo

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.

Rentabilidad

Renta variable - Global durante : 31/08/2017 - 31/08/2018
  • Rango 5/379 Rentabilidad Total
  • Rango 370/379 Desviación estándar
  • Rango 112/379 Máxima Caída

Rentabilidad Total

Rentabilidad trimestral

a 30/06/2018 Anual T1 T2 T3 T4
2018 2,6% 11,2%
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%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Bélgica
  2. Francia
  3. Alemania
  4. Italia
  5. Holanda
  6. España
  7. Suiza

Información del fondo

  • Fecha de inauguración16/04/2010
  • Tamaño del fondo279Mn
  • Moneda baseEUR
  • ISIN FR0010859769

Información de compra

  • Inversión mínima inicial0,001
  • Mínima aportación periódica adicional0,001

Costos

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR