PRESS RELEASE FINANCIERE DE L’ECHIQUIER BROADENS ITS HORIZONS AND LAUNCHES TWO NEW FUNDS
FINANCIÈRE DE L’ECHIQUIER celebrates the third anniversary of its ECHIQUIER GLOBAL fund, which has achieved an average annual performance of 9.6% since its inception. Strengthened by this success, the portfolio management company is launching two new funds: ECHIQUIER GLOBAL EMERGENTS and ECHIQUIER GLOBAL CONVERTIBLES.
Paris, April 22nd 2013 – On the occasion of the third anniversary of its ECHIQUIER GLOBAL fund, FINANCIÈRE DE L’ECHIQUIER, one of the largest independent portfolio management companies in France, announces the extension of its GLOBAL range of funds. Since 2004, FINANCIÈRE DE L’ECHIQUIER’S team searches the world looking for the best investment supports to make the most of global growth. The "nomad office", a unique research programme developed by FINANCIÈRE DE L’ECHIQUIER enables managers and analysts to regularly spend one to three months abroad, meeting companies and directly experiencing local market drivers. This approach has helped identify outstanding business models throughout the world and has led in April 2010 to the creation of ECHIQUIER GLOBAL, a stock-picking fund which only invests in global leaders. Three years later, ECHIQUIER GLOBAL has proved the relevance of this approach: since its creation the fund has rated among the top 15% in its category, boasting an annual performance of 9.6% versus 6.8% for its reference index (MSCI AC World Net return). These excellent results have prompted the management team to keep building on this international know-how, by applying it to two other investment strategies. ECHIQUIER GLOBAL EMERGENTS is to focus the international experience of FINANCIÈRE DE L’ECHIQUIER on a new objective: conquering new investment frontiers. The fund will specialise in the search for investment opportunities of all sizes in emerging economies. ECHIQUIER GLOBAL CONVERTIBLES is to use the expertise acquired by FINANCIÈRE DE L’ECHIQUIER in convertible bonds thanks to the integration of the ACROPOLE AM team. The fund will offer a new access to international markets and emerging markets growth via this asset category. The two funds are to be launched on 26 April 2013. Press contact: Financière de l’Echiquier – Sophie Thiard sthiard@fin-echiquier.fr +33 (0)1 47 23 98 12
About FINANCIERE DE L’ECHIQUIER www.fin-echiquier.fr Created in 1991 Financière de l’Echiquier is currently one of the largest independent portfolio management companies in France, with more than €6bn in assets under management and a headcount of more than 90. It is wholly owned by its management team and employees. Its business includes savings management and financial placements for individual investors, asset management advisors and institutional investors. The Financière de l'Echiquier funds are primarily invested in equities and present the risk of capital losses. Past performances do not predict future performances and are not constant over time. Fund and index performances include dividend distributed (starting January 1st 2013). Until 2012 included, index performance was calculated ex dividend.
FINANCIERE DE L’ECHIQUIER – 53, avenue d’Iéna – 75116 Paris – Tél. : +33 (0)1.47.23.90.90. – Fax : +33 (0)1.47.23.02.46. Société de gestion de portefeuille agréée par l’AMF sous le n° GP 91004