European equities

Potential upside despite high volatility since the beginning of the year

Potential upside despite high volatility since the beginning of the year

European equities seem to be influenced more by fund flows than fundamentals and that means they could represent investment opportunities. But high volatility makes it essential to adopt a specific approach.

" We are extremely demanding over long term company fundamentals"
Isabelle Carpentier Product Specialist – European Equities

Two solutions can help capture upside on eurozone equities in spite of prevailing volatility

  • A complex macroeconomic environment

    ​Equity market volatility is very high but eurozone companies are still benefiting from an upbeat environment. They are underpinned by various factors including better visibility over growth. They have also optimised cost structures after several years of restructuring and should therefore gain from any additional growth. This makes it essential to adopt an investment approach that acknowledges this volatility, whether through tactical management of market exposure or by seeking long term performance.

  • Edmond de Rothschild Fund Europe Value & Yield: seeking long term asymmetry

    Edmond de Rothschild Fund Europe Value & Yield is a conviction-driven European equity fund with an investment horizon of more than 5 years. It is currently focusing on stocks geared to the eurozone recovery and cyclicals undergoing restructuring. The fund’s strategy is to invest in companies with inherent upside and which are to a certain extent uncorrelated with market trends.

  • Edmond de Rothschild Fund Europe Flexible: a flexible and responsive solution

    Edmond de Rothschild Fund Europe Flexible has an investment horizon of over 3 years and combines stock picking with proactive short and medium term management of equity exposure (between 0% and 100%). The fund seeks to participate in upward momentum on European equity markets while cushioning losses in highly volatile phases.

" We seek to deliver an asymmetrical performance profile"
Michaël Nizard* Lead portfolio Manager, Edmond de Rothschild Fund Europe Flexible

*The fund managers may change during the product’s life.

  • 2 high- performance investment solutions
  • +5.08% in annualised returns for Edmond de Rothschild Fund Europe Value & Yield*
  • +6% Outperformance from Edmond de Rothschild Fund Europe Flexible in 2015**
  • 30 years’ experience in European equity management
/
Past performance is not a reliable indication of future returns and is not constant over time.
*Source: Edmond de Rothschild Asset Management (France) – Data at end January 2016. ‘A’ share performance since inception (02/09/1999): 125.72% vs. 64.53% for the benchmark index MSCI Europe (NR) EUR.
**Source: Edmond de Rothschild Asset Management (France) – Data at end January 2016. ‘A’ share performance since inception (30/01/2009): +41.42% vs. 40.87% for the benchmark index 50% capitalised EONIA + 50% MSCI Europe (NR).
Edmond de Rothschild Fund – Europe Value & Yield and Edmond de Rothschild Fund – Europe Flexible are sub funds of the Luxembourg-regulated SICAV which is approved by the CSSF and approved for marketing in France and Luxembourg. Transfer date for the sub fund Edmond de Rothschild Fund (EDRF) Europe Value & Yield to the SICAV EDRF : 15/01/2016 and transfer date for the sub fund Edmond de Rothschild Fund (EDRF) Europe Flexible to the SICAV EDRF: 22/01/2016.

Edmond de Rothschild Fund
Europe Value & Yield 

  • The strategy helps weather all market cycles thanks to two complementary performance drivers*
  • Two sources of added value: domestic plays and discounted stocks
  • A flagship fund with a track record of more than 15 years
  • Capital loss risk on equity investments

*according to the investment company.

Edmond de Rothschild Fund
Europe Flexible

  • Two complementary strengths: European stock picking and tactical management of market exposure
  • A flexible approach for more confident investing
  • The strategy adapts to various market configurations
  • A performance target over a complete economic cycle in return for a capital loss risk
Downloads

Learn more

     

Edmond de Rothschild Fund
Europe Flexible


 

Edmond de Rothschild Fund
Europe Value & Yield

 

Need more information?

Contact us

Edmond de Rothschild Asset Management (France)
47 rue du Faubourg Saint-Honoré
75401 Cedex 08 Paris
France


+ 33 1 40 17 25 25
The sub funds’ main risks are:
Edmond de Rothschild Fund Europe Value & Yield: capital loss risk, equity risk, exchange rate risk, interest rate risk, credit risk.
Edmond de Rothschild Fund Europe Flexible: capital loss risk, discretionary management risk, equity risk, counterparty risk, exchange rate risk, interest rate risk, credit risk and liquidity risk.

February 19 2016. Non-binding document This document is for information only The data, comments and analysis in this document reflect the opinion of Edmond de Rothschild Asset Management (France) and its affiliates with respect to the markets and their trends, their regulation and tax treatment, on the basis of its own expertise, economic analysis and information currently known to it. However, they shall not under any circumstances be construed as comprising any sort of undertaking or guarantee whatsoever on the part of Edmond de Rothschild Asset Management (France). Potential investors should consult their service provider or advisor and exercise their own judgement independently of Edmond de Rothschild Asset Management (France) on the risks inherent to each investment and its suitability to their own personal and financial circumstances. To this end, investors must acquaint themselves with the key investor information document (KIID) that is provided before any subscription and available at www.edram.fr tab Fund Centre or free of charge on request from the head offices of Edmond de Rothschild Asset Management (France) and Edmond de Rothschild Asset Management (Luxembourg).


Global Distributor: EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE)
47, rue du Faubourg Saint-Honoré, 75401 Paris Cedex 08
Société anonyme governed by an executive board and a supervisory board with capital of 11,033,769 euros
AMF Registration No. GP 04000015 - 332.652.536 R.C.S. Paris
Management Company: EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG)
16, Boulevard Emmanuel Servais, L – 2535 Luxembourg
Sub Investment Manager: EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE)
47, rue du Faubourg Saint-Honoré, 75401 Paris Cedex 08.