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Edmond de Rothschild Financial Bonds I

Ranked 6 out of 152 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Julien de Saussure

Julien de Saussure has over 10 years of experience in financial markets. He joined Edmond de Rothschild Asset Management in Paris in 2006 and has been managing the Edmond de Rothschild Signatures Financial Bonds Fund since 2011. His long term investment style is focused on banks, insurance and senior and junior bonds. He also runs institutional mandates. De Saussure studied at HEC School of Management in France and at the University of St. Gallen in Switzerland. Away from work he plays squash.

Objective

The fund’s objective over the recommended investment period is to outperform the Bank of America Merrill Lynch EMU Financial Corporate index by exposing the portfolio to debt securities issued primarily by international financial institutions.

Showing fund performance in Luxembourg View performance globally

Performance

Euro Corporates over : 31/03/2017 - 31/03/2018
  • Rank 6/152 Total Return
  • Rank 142/152 Standard Deviation
  • Rank 127/152 Max Drawdown
Fund Name Currency Risk
140 UniInstitutional Global Corp Bonds Short Duration

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6

141 Zurich Corporate Bonds Long EUR

2.8

142 Edmond de Rothschild Financial Bonds I EUR

3.3

143 Donatello Sicav 2 R Cap EUR

3.4

144 New Millennium Augustum Corporate Bond A EUR

3.5

Fund Name Currency Loss
125 Allianz Euro Credit SRI - A - EUR EUR

-1.5%

126 Popso IFS Global Corporate Bond EUR B EUR

-1.6%

127 ABN AMRO MMF FoM Euro Corporate Bds CH DUR EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

127 New Millennium Augustum Corporate Bond A EUR

-1.6%

127 Edmond de Rothschild Financial Bonds I EUR

-1.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 10.1% 2.4% 3.0% 2.1% 2.3%
2016 3.8% -1.4% 0.1% 3.6% 1.6%
2015 2.1% 2.8% -2.2% -0.8% 2.4%
2014 5.9% 2.9% 2.6% -0.5% 0.7%
2013 11.2% 1.9% 1.8% 3.8% 3.3%
2012 32.7% 15.0% -3.0% 9.6% 8.5%
2011 -14.5% 4.4% 0.7% -20.0% 1.7%
2010 5.2% 6.1% -6.1% 5.2% 0.4%
2009 26.5% -8.0% 19.0% 14.4% 1.0%
2008 0.9% -4.6% -9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Luxembourg
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date10/03/2008
  • Share Class size404Mn
  • Base currencyEUR
  • ISIN FR0010584474

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0

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