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Echiquier World Equity Growth

Ranked 42 out of 590 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

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.

Objective

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.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9% 3.3% 9.5% 3.3% -16.8%
2017 27.1% 9.3% 0.8% 8.7% 6.1%
2016 2.6% -6.1% 1.3% 5.7% 1.9%
2015 6.0% 1.3% -3.3% -1.4% 9.9%
2014 10.5% -4.2% 5.7% 2.5% 6.5%
2013 13.1% 7.0% -1.4% 3.9% 3.2%
2012 12.9% 7.6% -0.8% 4.5% 1.3%
2011 -9.3% -0.8% -3.8% -13.1% 9.3%
2010 8.0% 9.0%

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 date16/04/2010
  • Share Class size266Mn
  • Base currencyUnits
  • ISIN FR0010859769

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0.001

Charges

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