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Edmond de Rothschild Fund-Income Europe A EUR

Ranked 79 out of 391 in - Balanced EUR 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.

Pierre Nebout

Pierre Nebout was born in Bordeaux, France in the mid 60’s. He attended the La Sorbonne University, Paris, Ecole Supérieure d'Electricité, Paris and the Institut d'Etudes Politiques, Paris where he studied Business Administration, Electrical Engineering, IT and Political Science. Pierre started his career in 1992 as a research officer during the launch of Banco del Desarrollo’s micro-enterprise credit programme in Santiago, Chile, as part of a voluntary aid programme. In 1994, after a six-month project management mission with AXA IM, he moved to the fund management department at the Caisse des Dépôts et Consignations, dealing with Livret A regulated savings as a co-manager for French equity funds. He joined Edmond de Rothschild Asset Management in July 2004 as a manager of French equity funds. He specialises in investing in French large and mid-cap equities. Outside of work he is a wine connoisseur and has studied Oenology. He also produces his own wine in Bordeaux.

Objective

The Sub-fund aims to provide a regular income of 4% p.a by investing in European equity and fixed income securities. The Sub-Fund will seek to achieve the investment objective by investing in bonds and equities, which offer attractive yields and sustainable dividend payments. The Sub-Fund will invest at least 50% of its Net Asset Value in European bonds. Depending on the fund manager's expectations, the Sub-Fund exposure to European equity markets will be maintained within a range of 0% to 50% of the Sub-Fund's Net Asset Value.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 1.8% 1.9% 1.1% 1.1%
2016 5.2% 0.4% 0.2% 2.7% 1.8%
2015 4.0% 6.2% -2.2% -3.4% 3.7%
2014 5.5% 2.2% 2.6% -0.6% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/12/2013
  • Share Class size166Mn
  • Base currencyEUR
  • ISIN LU0992632538

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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