Millesima 2021

Invest in corporate bonds with a fixed maturity

Invest in corporate bonds with a fixed maturity

Edmond de Rothschild Asset Management (France) is launching Millesima 2021, a new fixed maturity fund suited to the current environment.

With today’s low and even negative interest rates and high risk asset volatility, investors are searching for investment solutions which offer visibility and yield.

Millesima 2021 meets these requirements. The fund’s value added comes from investing in Euro-denominated high yield corporate bonds in return for higher risk. Europe’s companies are also benefiting from a generally favourable environment. The fall in the euro and interest rates which are still rock bottom will continue to help company margins rise.

Key points

  • A Buy & Hold fund specialised in euro high-yield corporate debt
  • Targeted net performance of more than 3.8%* over the recommended investment horizon (December 2021)
  • The strategy helps European companies with their funding and expansion plans


* C and D shares.
  • Sector and issuing company diversification
  • Recognised expertise in managing fixed maturity funds: 5 Millesima funds have been launched since 2008
  • High Yield bonds are so-called “speculative” bonds that carry a higher risk of default
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Edmond de Rothschild Asset Management (France)
47 rue du Faubourg Saint-Honoré
75401 Cedex 08 Paris
France


+ 33 1 40 17 25 25
Principal investment risks: risk of capital loss, rredit risk, inherent discretionary management risk, interest-rate risk, risks linked to investing in emerging markets. The fund is classified in category 4 in line with the nature of secu¬rities and geographical zones in the “objectives and investment policy” section of the key investor information document (KIID). The risks described below are not exhaustive: it is the responsi¬bility of investors to analyse each investment’s risk and to come to their own opinion. Main investment risks: risk of capital loss, credit risk, credit risk form investing in speculative securities, interest rate risk, risks linked to investing in emerging markets.

February 2016. Non-binding document. This document is for information only. The data, comments and analysis in this bulletin 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) or fund prospectus that is provided before any subscription and available at www.edmond-de-rothschild.com or on request from the head office of Edmond de Rothschild Asset Management (France).