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French boutique opens SRI fund to European investors

French boutique opens SRI fund to European investors

La Financière de l’Echiquier (LFDE) is to convert a French domiciled SRI fund into a Sicav available for investors across Europe, the company has announced.

The Echiquier ISR fund is managed by Sonia Fasolo and the rest of the LFDE SRI team. The fund’s name will be changed in the coming weeks subject to regulatory approval.

The fund was launched in March 2010 and targets companies that have good ESG policies and provide solutions to the challenges of sustainable development. LDFE has its own methodology that evaluates each company for its ESG criteria.

In October 2016 the company was awarded a landmark SRI label by the French Ministry of Finance for the Echiquier Major and Echiquier ISR funds.  

A spokesperson for the firm confirmed that the fund will be available for sale in countries across Europe including Luxembourg, Germany, Italy, Spain and Switzerland.

Over three years to the end of June 2017 the Echiquier ISR returned 25.91% in euro terms. This compares with a rise of 22.56% by its Citywire-assigned benchmark the STOXX Europe 600 TR over the same time frame.

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