Semiannual report - Echiquier Major - 30-06-11

Page 1

MAZARS

ECHIQUIER MAJOR FUND 53, Avenue d’IENA 75116 PARIS

Statement of the auditors Composition of the assets as at 30 June 2011


ECHIQUIER MAJOR FUND

Statement of the auditors

Composition of the assets as at 30 June 2011

As auditors of the ECHIQUIER MAJOR fund and in implementation of the provisions set down in article L. 214-8 of the French Monetary and Financial Code and in article 38 VI of AMF instruction no. 2005-01 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, 5 August 2011 The auditors

Mazars: Gilles DUNAND-ROUX


FR0010581728

IC

843 513 039.37

Total

868 295 805.78

24 782 766.41

Cash & Equivalent

Securities

778 354 087.01

24 782 766.41

753 571 320.60

Book Cost FCY

FR0010321828

C

Market Value FCY

ISIN Code

Unit

89 941 718.77

89 941 718.77

P&L

147.39000

155.26000

NAV per share

74015

ECHIQUIER MAJOR

Summary

Code

Fund description

Fund description

as of 30/06/2011

Statement of Holdings of ECHIQUIER MAJOR

Accruals

22 725 742.37000

845 570 063.41000 EUR

EUR

Class Net Asset Value NAV Ccy

868 295 805.78 EUR

Net asset value Ccy

NAV Status

154 187.46300

5 445 872.45900

Outstanding shares

OFF

29/02/2012 - Page 1 - Groupe Societe Générale


123 000.00

REXEL

ROCKWOOL INTERNATIONAL B

SANDVIK

SAP AG

FR0010451203

DK0010219153

SE0000667891

DE0007164600

RECKITT BENCKISER GROUP PLC

GB00B24CGK77

1 485 000.00

PRYSMIAN SPA

QIAGEN NV

IT0004176001

NL0000240000

2 410 000.00

PRUDENTIAL PLC

GB0007099541

420 000.00

1 089 000.00

186 000.00

953 000.00

490 000.00

1 383 000.00

1 390 000.00

309 451.00

3 550 000.00

PEARSON

GB0030232317

MICHELIN (CGDE)-SA

MAN SE

MICHAEL PAGE INTERNATIONAL

DE000A1KRDS5

185 000.00 910 000.00

FR0000121261

LUXOTTICA GROUP

7 500.00

448 000.00

210 000.00

834 000.00

195 000.00

290 000.00

990 000.00

572 000.00

115 000.00

535 000.00

162 000.00

1 750 000.00

280 000.00

350 000.00

363 000.00

2 900 000.00

201 000.00

520 000.00

520 000.00

199 953.00

340 000.00

815 000.00

310 000.00

280 000.00

790 000.00

1 164 000.00

86 000.00

Quantity / Amount

GB0006776081

L'OREAL

IT0001479374

KRONES AG

DE0006335003

FR0000120321

JC DECAUX

FR0000077919

LAFARGE SA

ILIAD

FR0004035913

LINDT AND SPRUENGLI PS

HOLCIM LTD-NOM

CH0012214059

CH0010570767

HENNES & MAURITZ AB-B SHS

SE0000106270

FR0000120537

HEINEKEN NV

DASSAULT SYSTEMES

FR0000130650

NL0000009165

DANONE

GEBERIT AG-NOM

CONTINENTAL AG

DE0005439004

FR0000120644

CH0030170408

CAPITA GROUP PLC

GB00B23K0M20

EDF

BRENNTAG AG

DE000A1DAHH0

FR0010242511

BOURBON DS

FR0011055888

DAVIDE CAMPARI-MILANO SPA

BOURBON

FR0004548873

DUFRY GROUP-NOM

BONDUELLE SA

FR0000063935

CH0023405456

BNP PARIBAS

FR0000131104

IT0003849244

BAYER AG

AUTOLIV INC SWEDISH DEPOSITORY RECEIPT

SE0000382335

BENETEAU

ARCELORMITTAL SA

LU0323134006

FR0000035164

AMADEUS IT HOLDING

DE000BAY0017

AIR LIQUIDE

ES0109067019

Asset description

FR0000120073

Equities

Securities

Security code

Holdings

Statement of Holdings of ECHIQUIER MAJOR as of 30/06/2011

41.75000 EUR

110.90000 SEK

628.00000 DKK

17.10000 EUR

34.40000 GBP

13.22000 EUR

13.87000 EUR

7.20000 GBP

11.76000 GBP

67.44000 EUR

5.35000 GBP

92.75000 EUR

22.12000 EUR

89.56000 EUR

2 620.00000 CHF

43.94500 EUR

58.38000 EUR

22.10500 EUR

92.53000 EUR

63.45000 CHF

218.10000 SEK

41.47000 EUR

199.20000 CHF

27.10500 EUR

105.90000 CHF

5.67000 EUR

58.71000 EUR

51.45000 EUR

72.45000 EUR

7.15500 GBP

80.16000 EUR

2.99800 EUR

29.98000 EUR

69.35000 EUR

53.23000 EUR

14.85000 EUR

55.44000 EUR

499.90000 SEK

23.99500 EUR

14.31000 EUR

98.84000 EUR

Price Ccy

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

Price Date

13 987 163.63

12 414 581.11

13 514 906.85

10 763 182.39

19 291 612.98

19 678 044.45

18 812 918.50

18 992 497.84

15 897 333.82

16 966 787.91

14 776 373.15

8 642 420.89

18 057 361.63

13 765 431.33

10 958 010.26

20 539 945.44

8 947 070.54

18 376 168.35

14 647 046.68

14 159 651.82

23 377 426.65

17 299 741.83

15 843 091.68

19 458 236.50

13 675 812.91

9 350 063.00

11 900 044.22

14 514 083.22

21 693 831.54

25 168 024.95

11 149 508.99

14 936 025.15

13 248 736.70

16 321 527.19

8 348 372.86

16 623 236.00

11 890 535.24

18 699 621.31

14 720 785.38

6 175 434.19

Book Cost FCY

17 535 000.00

13 164 531.99

15 660 637.91

16 296 300.00

18 675 973.63

18 283 260.00

20 596 950.00

19 225 527.67

18 111 351.17

20 869 375.44

21 043 155.50

11 408 250.00

20 129 200.00

16 568 600.00

16 278 684.45

19 687 360.00

12 259 800.00

18 435 570.00

18 043 350.00

15 243 558.94

23 536 227.78

23 720 840.00

18 977 715.19

14 501 175.00

14 212 409.91

9 922 500.00

16 438 800.00

18 007 500.00

26 299 350.00

22 989 862.06

16 112 160.00

1 558 960.00

15 589 600.00

13 866 740.55

18 098 200.00

12 102 750.00

17 186 400.00

15 257 633.07

18 956 050.00

16 656 840.00

8 500 240.00

Market Value FCY

Accruals

3 547 836.37

749 950.88

2 145 731.06

5 533 117.61

-615 639.35

-1 394 784.45

1 784 031.50

233 029.83

2 214 017.35

3 902 587.53

6 266 782.35

2 765 829.11

2 071 838.37

2 803 168.67

5 320 674.19

-852 585.44

3 312 729.46

59 401.65

3 396 303.32

1 083 907.12

158 801.13

6 421 098.17

3 134 623.51

-4 957 061.50

536 597.00

572 437.00

4 538 755.78

3 493 416.78

4 605 518.46

-2 178 162.89

4 962 651.01

1 558 960.00

653 574.85

618 003.85

1 776 672.81

3 754 377.14

563 164.00

3 367 097.83

256 428.69

1 936 054.62

2 324 805.81

P&L

2.02

1.52

1.80

1.88

2.15

2.11

2.37

2.21

2.09

2.40

2.42

1.31

2.32

1.91

1.88

2.27

1.41

2.12

2.08

1.76

2.71

2.73

2.19

1.67

1.64

1.14

1.89

2.07

3.03

2.65

1.86

0.18

1.80

1.60

2.08

1.39

1.98

1.76

2.18

1.92

0.98

% TNA

29/02/2012 - Page 2 - Groupe Societe Générale


FI0009005987

Vte diff titres EUR

SDS021EUR

PnVarFee

PnVstdVarFee

F110EURC

F170EURIC

F171EURIC

Price Date

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

Currency

EUR/CHF

EUR/DKK

EUR/GBP

EUR/NOK

EUR/SEK

EUR/USD

Used FX Rates

Total Cash & Equivalent

Total MANAGEMENT FEES

PnInvstMgrFee

PnInvstMgrFee

F110EURIC

MANAGEMENT FEES

Total CURRENT ACCOUNTS + SUSPENSE ACCOUNTS

RedemPybl-Hedge

Sous recev EUR BPP

SR021EUR

BDS021EUR

RP021EUR

BkDep EUR BPP

DsPur-Sec

BK021EUR

CURRENT ACCOUNTS + SUSPENSE ACCOUNTS

Cash & Equivalent

Total Securities

Total Equities

ZODIAC AEROSPACE

UPM KYMMENE OYJ

NL0000009355

FR0000125684

UNILEVER CVA

CH0012453913

WINCOR NIXDORF

TEMENOS GROUP AG-NOM

DE0007446007

VOLKSWAGEN AG-PFD

TAKKT AG

FR0000121220

DE0007664039

SODEXO

FR0000121709

DE000A0CAYB2

Asset description

SEB

Security code

1.44530000

9.17390000

7.78750000

0.90255000

7.45870000

1.20710000

Used FX Rate

-916.80

-117 490.85

-860 162.58

-11 718.57

2 060 181.39

593 770.32

-504 386.87

-5 858 012.92

29 481 503.29

330 000.00

223 500.00

149 000.00

1 490 000.00

977 500.00

820 000.00

666 500.00

308 000.00

260 000.00

Quantity / Amount

Statement of Holdings of ECHIQUIER MAJOR as of 30/06/2011 Price Ccy

Price Date

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

30/06/2011

0.69189788

0.10900489

0.12841091

1.10797186

0.13407162

0.82843178

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

60.03000 EUR

49.83500 EUR

142.35000 EUR

12.61000 EUR

22.60500 EUR

25.90000 CHF

11.15000 EUR

54.06000 EUR

72.25000 EUR

24 782 766.41

-990 288.80

-916.80

-117 490.85

-860 162.58

-11 718.57

25 773 055.21

2 060 181.39

593 770.32

-504 386.87

-5 858 012.92

24 782 766.41

-990 288.80

-916.80

-117 490.85

-860 162.58

-11 718.57

25 773 055.21

2 060 181.39

593 770.32

-504 386.87

-5 858 012.92

29 481 503.29

843 513 039.37

753 571 320.60

29 481 503.29

843 513 039.37

19 809 900.00

11 138 122.50

21 210 150.00

18 788 900.00

22 096 387.50

17 594 234.11

7 431 475.00

16 650 480.00

18 785 000.00

Market Value FCY

753 571 320.60

17 476 606.81

10 789 610.85

18 778 313.30

20 078 847.00

22 766 822.00

19 256 114.88

5 181 872.08

13 612 741.10

18 047 743.50

Book Cost FCY

Accruals

89 941 718.77

89 941 718.77

2 333 293.19

348 511.65

2 431 836.70

-1 289 947.00

-670 434.50

-1 661 880.77

2 249 602.92

3 037 738.90

737 256.50

P&L

2.85

-0.11

-0.01

-0.10

0.00

2.97

0.24

0.07

-0.06

-0.68

3.40

97.15

97.15

2.28

1.28

2.44

2.16

2.55

2.03

0.86

1.92

2.16

% TNA

29/02/2012 - Page 3 - Groupe Societe Générale


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