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Echiquier Agenor

Ranked 24 out of 82 in - European Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

José Berros

Jose Berros was born in Casablanca, Morocco. He studied in France at the Université des Sciences Economiques where he graduated with an MA in finance. He started at Ernst & Young as an auditor, and then moved to Banque du Louvre (HSBC) where he managed a private equity venture fund. In 2005 he joined Financière de l’Echiquier and took charge of the Echiquier Neteor (merged with Echiquier Junior in November 2008) and 123 Convictions. Outside of fund management he likes to unwind by playing tennis and listening to music.

Stéphanie Bobtcheff

Stéphanie Bobtcheff holds a degree from Sciences Po Paris as well as from Bocconi University in Milan and the Centre de Formation à l’Analyse Financière. She has over 18 years of experience in the finance industry. She joined Financière de l’Echiquier in September 2013 as a fund manager in the “valeurs moyennes” team. Prior to this, Stéphanie worked as a fund manager at Indosuez Asset Management, Crédit Agricole Asset Management, Oddo Asset Management and spent six years in Geneva at Pascal Investment Advisers.

Guillaume Puech

Guillaume Puech joined La Financière de l’Echiquier in 2011 as a financial analyst. In July 2013, he became co-manager of Echiquier Value and manager of Echiquier Excelsior, a European small-cap value fund. He joined the small and mid-cap team, with €1.3 billion euros under management, at the end of 2014 to co-manage Echiquier Agenor and Echiquier Entrepreneurs.

Objective

The fund invests in small and mid-cap European Stocks, which are selected by using a bottom-up stock-picking approach. The fund is eligible for PEA.

Showing fund performance in Switzerland View performance globally

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.8% 8.4% 10.2%
2016 -1.0% -5.3% -1.3% 5.1% 0.7%
2015 13.4% -0.6% 3.2% 2.0% 8.4%
2014 -3.5% 1.8% -2.6% -6.2% 3.8%
2013 26.2% 10.1% 3.7% 5.0% 5.3%
2012 22.3% 13.1% -5.8% 7.4% 6.9%
2011 -30.0% 3.6% -8.8% -21.9% -5.2%
2010 14.9% 4.8% -7.2% 8.9% 8.6%
2009 56.8% -6.7% 27.7% 25.6% 4.7%
2008 -54.0% -15.3% -6.8% -18.7% -28.3%
2007 0.7% 13.2% 7.2% -7.9% -9.8%
2006 27.4% 15.6% -4.3% 2.8% 12.1%
2005 36.3% 11.3% 6.7% 12.1% 2.4%
2004 2.8% 0.2% 11.7%

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 date27/02/2004
  • Share Class size462Mn
  • Base currencyEUR
  • ISIN FR0010321810

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).