Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Edmond de Rothschild Financial Bonds I

Ranked 50 out of 153 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 : 30/06/2017 - 30/06/2018
  • Rank 50/153 Total Return
  • Rank 149/153 Standard Deviation
  • Rank 149/153 Max Drawdown
Fund Name Currency Return
48 YCAP Euro Corporate Fund A EUR

0.5%

48 DPAM Bonds L Corporate EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

50 Candriam Bonds Euro Corporate Ex-Financials C Cap EUR

0.5%

50 Edmond de Rothschild Financial Bonds I EUR

0.5%

52 PARVEST Bond Euro Corporate Classic Cap EUR

0.5%

Fund Name Currency Loss
147 Nordea 1 - European Financial Debt BP EUR EUR

-4.3%

148 UniInstitutional Global Corp Bonds Short Duration

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

149 Edmond de Rothschild Financial Bonds I EUR

-4.4%

150 Perlas BorgPlan EUR

-5.2%

151 GAM Star Credit Opportunities (EUR) EUR Acc EUR

-6.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% -2.8%
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 size377Mn
  • Base currencyEUR
  • ISIN FR0010584474

Purchase Info

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

Charges

  • Annual management0.60%
  • Initial investment0

Related News

AA-rated PM: why we’re still keen on CoCos

EdRAM’s Julien de Saussure says when investing in CoCos, it’s key to understand their complexities.

MiFID II is a pain in the neck, says AA-rated PM

EdRAM’s Julien de Saussure says the new regulation will be an opportunity for AMs to rationalise.

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