Echiquier Major -Semiannual report 30-06-2012

Page 1

MAZARS

ECHIQUIER MAJOR FUND 53, Avenue d’IENA 75116 PARIS

Statement of the auditors Composition of the assets as at 29 June 2012


ECHIQUIER MAJOR FUND Composition of the assets as at 29 June 2012

Statement of the auditors As auditors of the ECHIQUIE MAJOR fund and in implementation of the provisions set down in article L. 214-17 of the French Monetary and Financial Code and in article 32 VI of AMF instruction no. 2011-19 adopted pursuant to the General Regulations of the AMF, we have verified the accuracy of the composition of the assets as appended to this statement. The composition of the assets was established under the responsibility of the management company. It falls to us, on the basis of our audits, to certify its accuracy. We have performed the procedures that we considered necessary in accordance with the professional standards of the French national audit body (Compagnie Nationale des Commissaires aux Comptes) relating to this assignment. These procedures involved appraising the accuracy of the information in terms of its coherence, its plausibility and its relevance. An audit of this nature, limited in terms of its objective, essentially consists of analytical procedures and meetings with the persons responsible for the information provided. We have no comments to make on the accuracy of the information provided in the appended document.

Executed at Courbevoie, 3 August 2012

The auditors

Mazars: Gilles DUNAND-ROUX


FR0010581728

FR0011188275

IC

I2

668 038 312.42

Total

701 123 632.54

32 749 320.12

Cash & Equivalent

336 000.00

Coupons & Dividends

Securities

654 080 448.40

32 749 320.12

336 000.00

620 995 128.28

Book Cost FCY

FR0010321828

C

Market Value FCY

ISIN Code

Unit

47 043 184.14

47 043 184.14

P&L

1 007.60000

138.78000

146.91000

NAV per share

74015

ECHIQUIER MAJOR

Summary

Code

Fund description

Fund description

Statement of Holdings of ECHIQUIER MAJOR as of 29/06/2012

Accruals

10 228 183.70000

19 664 755.84000

671 230 693.00000 EUR

EUR

EUR

Class Net Asset Value NAV Ccy

701 123 632.54 EUR

Net asset value Ccy

NAV Status

10 151.00000

141 694.63800

4 568 764.83300

Outstanding shares

OFF

08/08/2012 - Page 1 - Groupe Societe Générale


CAPITA

CONTINENTAL AG

GB00B23K0M20

DE0005439004

HEXAGON B

ILIAD

KRONES AG

KUEHNE UND NAGEL INTERNATIONAL AG-NOM

LINDT AND SPRUENGLI PS

L'OREAL

LUXOTTICA GROUP

MICHAEL PAGE INTERNATIONAL

SE0000103699

FR0004035913

DE0006335003

CH0025238863

CH0010570767

FR0000120321

IT0001479374

GB0030232317

SEB

FR0000121709

UMICORE

SCHNEIDER ELECTRIC SA

FR0000121972

BE0003884047

SAP AG

DE0007164600

SODEXO

ROCKWOOL INTERNATIONAL B

DK0010219153

TEMENOS GROUP AG-NOM

ROCHE HOLDING AG - BON DE JOUISSANCE DIVIDENDE

CH0012032048

CH0012453913

RECKITT BENCKISER GROUP PLC

GB00B24CGK77

FR0000121220

PUBLICIS GROUPE

QIAGEN NV

NL0000240000

PRYSMIAN SPA

IT0004176001

FR0000130577

PEARSON

PRUDENTIAL PLC

GB0006776081

GB0007099541

MICHELIN (CGDE)-SA

HENNES & MAURITZ AB-B SHS

SE0000106270

NOVOZYMES AS-B

HEINEKEN NV

NL0000009165

FR0000121261

GEBERIT AG-NOM

CH0030170408

DK0060336014

ELEKTA AB B

FRESENIUS MEDICAL CARE AG & CO

SE0000163628

DE0005785802

DAVIDE CAMPARI-MILANO SPA

BRENNTAG AG

DE000A1DAHH0

IT0003849244

BOURBON

FR0004548873

DANONE

BONDUELLE SA

FR0000063935

DASSAULT SYSTEMES

BENETEAU

FR0000035164

FR0000120644

AMADEUS IT HOLDING

FR0000130650

AIR LIQUIDE

ES0109067019

Asset description

FR0000120073

Equities

Securities

Security code

Holdings

Statement of Holdings of ECHIQUIER MAJOR as of 29/06/2012

188 000.00

1 060 000.00

296 000.00

330 000.00

457 000.00

449 000.00

207 000.00

136 000.00

515 000.00

1 063 000.00

480 000.00

1 670 000.00

2 420 000.00

1 390 000.00

360 000.00

365 000.00

2 820 000.00

550 000.00

195 500.00

4 700.00

128 000.00

320 000.00

60 000.00

1 560 000.00

794 000.00

280 000.00

75 000.00

293 000.00

375 000.00

3 450 000.00

66 000.00

346 000.00

266 000.00

2 600 000.00

159 000.00

880 100.00

162 076.00

1 313 849.00

1 110 000.00

127 600.00

Quantity / Amount

36.37000 EUR

15.65000 CHF

61.40000 EUR

48.94000 EUR

43.73000 EUR

46.54500 EUR

540.00000 DKK

163.60000 CHF

33.65000 GBP

13.18500 EUR

36.05000 EUR

11.74000 EUR

7.38000 GBP

12.66000 GBP

151.80000 DKK

51.48000 EUR

3.73900 GBP

27.62000 EUR

92.24000 EUR

2 930.00000 CHF

100.20000 CHF

39.77000 EUR

114.25000 EUR

118.20000 SEK

247.40000 SEK

41.14500 EUR

186.70000 CHF

55.83000 EUR

315.20000 SEK

5.49000 EUR

73.92000 EUR

49.01500 EUR

65.62000 EUR

6.56000 GBP

87.18000 EUR

19.00000 EUR

66.41000 EUR

7.60000 EUR

16.70000 EUR

90.05000 EUR

Price Ccy

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

Price Date

5 630 597.87

20 913 429.47

13 082 374.56

22 234 066.36

22 667 334.08

16 719 082.42

15 088 327.85

17 634 580.89

20 320 434.66

14 932 450.78

19 759 212.00

20 412 880.78

19 042 394.53

15 897 333.82

7 460 442.42

19 407 968.22

11 767 933.39

10 913 790.00

14 560 704.67

8 176 747.42

11 390 011.70

12 911 417.38

4 506 783.59

17 485 518.13

18 805 305.94

8 755 360.11

10 137 027.68

14 422 704.10

13 218 473.10

18 719 608.00

2 805 010.42

14 397 143.97

14 557 483.11

22 209 989.73

9 494 178.04

20 082 728.99

10 754 378.33

12 443 120.06

14 233 703.91

9 179 022.19

Book Cost FCY

6 837 560.00

13 789 692.44

18 174 400.00

16 150 200.00

19 984 610.00

20 898 705.00

15 037 533.30

18 495 095.59

21 479 610.81

14 015 655.00

17 304 000.00

19 605 800.00

22 136 341.10

21 811 353.50

7 351 682.94

18 790 200.00

13 068 889.44

15 191 000.00

18 032 920.00

11 447 215.30

10 661 346.63

12 726 400.00

6 855 000.00

21 018 602.95

22 391 437.17

11 520 600.00

11 639 650.87

16 358 190.00

13 473 463.43

18 940 500.00

4 878 720.00

16 959 190.00

17 454 920.00

21 140 307.39

13 861 620.00

16 721 900.00

10 763 467.16

9 985 252.40

18 537 000.00

11 490 380.00

Market Value FCY

Accruals

1 206 962.13

-7 123 737.03

5 092 025.44

-6 083 866.36

-2 682 724.08

4 179 622.58

-50 794.55

860 514.70

1 159 176.15

-916 795.78

-2 455 212.00

-807 080.78

3 093 946.57

5 914 019.68

-108 759.48

-617 768.22

1 300 956.05

4 277 210.00

3 472 215.33

3 270 467.88

-728 665.07

-185 017.38

2 348 216.41

3 533 084.82

3 586 131.23

2 765 239.89

1 502 623.19

1 935 485.90

254 990.33

220 892.00

2 073 709.58

2 562 046.03

2 897 436.89

-1 069 682.34

4 367 441.96

-3 360 828.99

9 088.83

-2 457 867.66

4 303 296.09

2 311 357.81

P&L

0.98

1.97

2.59

2.30

2.85

2.98

2.15

2.64

3.06

2.00

2.47

2.80

3.16

3.11

1.05

2.68

1.86

2.17

2.57

1.63

1.52

1.82

0.98

3.00

3.19

1.64

1.66

2.33

1.92

2.70

0.70

2.42

2.49

3.02

1.98

2.39

1.54

1.42

2.64

1.64

% TNA

08/08/2012 - Page 2 - Groupe Societe Générale


PnVarFee

PnVstdVarFee

F170EURI2

F171EURIC

Price Date

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

29/06/2012

Currency

EUR/CHF

EUR/DKK

EUR/GBP

EUR/NOK

EUR/SEK

EUR/USD

Used FX Rates

Total Cash & Equivalent

Total MANAGEMENT FEES

PnInvstMgrFee

PnVarFee

F170EURIC

PnInvstMgrFee

F110EURI2

F110EURIC

PnInvstMgrFee

F110EURC

MANAGEMENT FEES

Total CURRENT ACCOUNTS + SUSPENSE ACCOUNTS

Sous recev EUR BPP

Vte diff titres EUR

SR021EUR

SDS021EUR

BkDep EUR BPP

RedemPybl-Hedge

BK021EUR

RP021EUR

CURRENT ACCOUNTS + SUSPENSE ACCOUNTS

Cash & Equivalent

1.25900000

8.77280000

7.53300000

0.80680000

7.43340000

1.20300000

Used FX Rate

-135 409.25

-19 286.90

-327 041.06

-4 393.36

-1 916.33

-309 162.19

12 282 701.28

289 672.24

-1 089 045.68

22 063 201.37

0.79428118

0.11398869

0.13274924

1.23946455

0.13452794

0.83125520

Reverse FX Rate

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

1.00000 EUR

336 000.00

32 749 320.12

-797 209.09

-135 409.25

-19 286.90

-327 041.06

-4 393.36

-1 916.33

-309 162.19

33 546 529.21

12 282 701.28

289 672.24

-1 089 045.68

22 063 201.37

336 000.00

29/06/2012

Total Coupons & Dividends

EUR

9 267 897.54

336 000.00

480 000.00

29/06/2012

16 196 391.54

Total Equities

FR0000130577

Equities

Coupons & Dividends

PUBLICIS GROUPE

80.09000 EUR

29/06/2012

18 399 784.53

Book Cost FCY

620 995 128.28

175 000.00

124.60000 EUR

Price Date 29/06/2012

620 995 128.28

ZODIAC AEROSPACE

FR0000125684

130 000.00

Price Ccy 26.38500 EUR

Total Securities

VOLKSWAGEN AG-PFD

DE0007664039

790 000.00

Quantity / Amount

Total Equities

UNILEVER CVA

NL0000009355

Statement of Holdings of ECHIQUIER MAJOR as of 29/06/2012 Security code Asset description

32 749 320.12

-797 209.09

-135 409.25

-19 286.90

-327 041.06

-4 393.36

-1 916.33

-309 162.19

33 546 529.21

12 282 701.28

289 672.24

-1 089 045.68

22 063 201.37

336 000.00

336 000.00

336 000.00

668 038 312.42

668 038 312.42

14 015 750.00

16 198 000.00

20 844 150.00

Market Value FCY

Accruals

47 043 184.14

47 043 184.14

4 747 852.46

1 608.46

2 444 365.47

P&L

4.67

-0.11

-0.02

0.00

-0.05

0.00

-0.04

4.79

1.75

0.04

-0.16

3.15

0.05

0.05

0.05

95.28

95.28

2.00

2.31

2.97

% TNA

08/08/2012 - Page 3 - Groupe Societe Générale


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