With FE data as at 30 September 2026, Echiquier Space, run by La Financière de l’Echiquier, has a long record that looks strong and a recent record that looks weak. This note sets out the numbers and what the fund holds, so you can see the shape before deciding whether it deserves a closer look.
What the three windows show
Over three years the fund returned 149.2%, against a median of 111.4% for funds in its category (Equity Information Technology), which puts it ahead of 82% of that category. Over one year it returned 5.9%, against a category median of 30.9%, ahead of 8%. Over three months it fell 15.7%, against a category median fall of 0.7%, ahead of 6%.
| Window | Echiquier Space | Category median | Ahead of |
|---|---|---|---|
| Three years | 149.2% | 111.4% | 82% of the category |
| One year | 5.9% | 30.9% | 8% |
| Three months | -15.7% | -0.7% | 6% |
Returns are in pounds sterling from FE’s month-end data to 30 September 2026. The category median is the median of the funds’ own returns, with one share class per fund. “Ahead of” is the share of the other funds in the category the fund beat.
The label and the holdings
The fund sits in the Information Technology category, so the natural comparison is with technology funds. Its holdings, as at 14 October 2026, look different from that label. By sector, 57.1% is in Industry, 19.1% in IT, 18.1% in Communication Services, 3.4% in Materials and 2.3% in Consumer Discretionary. By country, 64.4% is in the United States, 6.7% in France, 5.5% in Taiwan, 5.1% in the United Kingdom, 4.9% in Canada and 3.9% in Japan, with the remaining 9.3% spread across other markets.
This describes what the fund holds on the date shown. It is not a comment on whether the category is the right home for it. It does mean that a comparison with technology peers and a comparison with the fund’s own stated theme can point in different directions, so it is worth reading both.
Reading a gap like this
A fund that is ahead of most of its category over three years and behind most of it over one year and three months is not unusual, and the table cannot say whether either pattern will continue. What it does show is that the three year figure carries the story. If your own review period is shorter, the one year and three month rows matter more.
Questions to ask of the table
Two questions follow from the holdings. Does the category you are comparing the fund with match what it holds? And does the share class you use have the same record as the class shown? Both can be checked on the fund page by changing the class and the window.
How to check it yourself
Open the fund page for the share class you hold or are considering, compare its holdings with the category average, and check the dates. Our category pages show the full spread of returns for the same windows.
How we calculated these figures
Returns come from FE fundinfo’s month-end cumulative return data, in pounds sterling, one share class per fund. A category median is the median of the returns of the funds in the same FE category. “Ahead of” is the share of the other funds in that category that the fund beat over the same window.
Holdings come from the fund’s latest reported portfolio and are shown as at the date given, so they can be a little later than the return data. A figure for one share class can differ from another class of the same fund, so we name the class. We have not adjusted or estimated any figure, and we use no forecasts, ratings or opinions on the manager.
Source: FE fundinfo. Returns as at 30 September 2026; holdings as at 14 October 2026. Past performance is not a reliable guide to future returns. Capital is at risk. This is information, not personal advice.
Past performance is not a guide to future returns. Capital is at risk.
Funds Benchmark provides research and tooling for institutional and private investors. Nothing in this note is investment advice or a recommendation to buy or sell any specific fund.