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Echiquier Major

Ranked 550 out of 1021 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Gilles Constantini

Sonia Fasolo

Frédéric Plisson

Frédéric Plisson runs the Echiquier Major fund adopting a bottom-up style with the stock-picking focused on sensibly priced growth stocks with a market capitalisation of €1 billion plus. Plisson graduated from Paris X Nanterre with a degree in economics in 1985 but his first significant position in finance came when he joined the equity sales team at Ferri, the société de bourse, in 1989. After seven years with the Ferri he had two further stints in equity sales at Bankers Trust and then Exane. In 2002 he finally made the move into fund management with Financiere De L’Echiquier. When not working, Plisson enjoys playing golf and tennis.

Objective

The fund is a growth fund aiming for long-term performance via exposure to European equity markets. It is 60% exposed to European equities and 25% maximum in non-European equities. Assets in the fund are at least 60% invested in European large cap stocks but may also be invested in European small and midcap stocks up to a limit of 40%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe over : 31/12/2016 - 31/12/2017
  • Rank 550/1021 Total Return
  • Rank 974/1021 Standard Deviation
  • Rank 787/1021 Max Drawdown
Fund Name Currency Loss
787 Industria - A - EUR EUR

-4.6%

787 Interfund Equity Europe EUR

-4.6%

787 Siemens Euroinvest Aktien EUR

-4.6%

787 March Europa Bolsa, FI EUR

-4.6%

787 Echiquier Major EUR

-4.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.6% 7.5% 1.9% 1.3% -1.1%
2016 -4.0% -6.0% 1.0% 0.5% 0.7%
2015 7.5% 16.3% -3.3% -8.4% 4.4%
2014 4.5% 1.0% 3.0% -3.4% 4.0%
2013 18.6% 8.2% -1.2% 7.3% 3.4%
2012 24.2% 14.6% -2.4% 6.5% 4.3%
2011 -13.7% -0.7% 2.8% -19.8% 5.5%
2010 26.6% 10.0% -2.4% 6.9% 10.3%
2009 38.4% -11.8% 24.1% 21.1% 4.4%
2008 -36.8% -13.4% -7.3% -2.8% -19.1%
2007 2.5% 5.8% 8.2% -6.5% -4.4%
2006 20.9% 11.5% -3.2% 4.7% 7.1%
2005 2.2% 6.7% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Netherlands
  6. Spain
  7. Switzerland

Fund Info

  • Launch date11/03/2005
  • Share Class size398Mn
  • Base currencyEUR
  • ISIN FR0010321828

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).