Edmond de Rothschild Fund Big Data

How

"big data" is

transforming
your life

 
 

The data revolution is creating new opportunities

Terms like artificial intelligence, connected objects, machine learning, automation and algorithms are headline news and all have big data as a common denominator.

This describes the massive increase in IT data volume that companies have been facing in recent years. But big data is an excellent opportunity for companies across all sectors.

Interview with Jacques-Aurélien Marcireau

 
 

 

Big data: a digital revolution which is transforming companies

What economic reality lies behind the term? Is big data really a secular trend, does it actually help companies create value and, if so, which companies are concerned?

The investment theme’s challenges

Adopting a pragmatic, transversal approach is vital

In today’s constantly changing environment, it is essential to analyse both a company’s fundamentals and its capacity to embrace innovation. Our investment strategy seeks to tap into the big data revolution by investing in companies which are directly involved in the theme or likely to see their business model transformed by it. The portfolio invests in 3 types of company.

 

Key figures

  • +32% in cumulative returns
    since launch1
  • +178 M€ in assets under
    management2
  • +13.5% outperformance vs.
    the MSCI World (NR)
  • 30 years experience in
    thematic investing
  • 17.03% performance in 20163
/
Past performance is not a reliable indication of future returns and is not constant over time.
Performance data does not include commissions and costs incurred on subscriptions and redemptions of units or shares of the Funds.
[1] Source : Edmond de Rothschild Asset Management (France). Source: Edmond de Rothschild Asset Management (France). Performance of the A-EUR share from 31/08/2015 to 30/06/2017. Performance of MSCI World (NR) from 31/08/2015 to 30/06/2017: +18.76%.
[2] Edmond de Rothschild Fund Big Data, AUM at 30/06/2017: €177.9m.
[3] Source : Edmond de Rothschild Asset Management (France). Performance of the A-EUR share from 01/01/2016 to 31/12/2016.

Key points

  • The fund seeks to tap into the big data revolution by investing in companies which are directly involved in the theme or likely to see their business model transformed by it
  • A secular trend with growth potential across all sectors
  • A conviction-driven investment approach based on fundamental research of companies which have embraced Big Data issues
  • Active investing which targets capital growth over a full economic cycle in return for a capital loss risk
Downloads

Learn more

Need more information?

Contact us

Edmond de Rothschild Asset Management (Suisse)
8 rue de l’Arquebuse
Case Postale 5441
1211 Genève 11
Switzerland


+ 41 58 201 75 00
June 2017. This document is non-binding and its content is exclusively designed for information purposes. Any reproduction, alteration, disclosure or dissemination of this material in whole or in part without prior written consent from the Edmond de Rothschild Group is strictly prohibited. The information provided in this document should not be considered as an offer, an inducement, or a solicitation to deal, by anyone in any jurisdiction where it would be unlawful or where the person providing it is not qualified to do so. It is not intended to constitute, and should not be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell or continue to hold any investment. EdRAM shall incur no liability for any investment decisions based on this document. This document has not been reviewed or approved by any regulator in any jurisdiction. The regulation concerning marketing conditions of UCITS and AIFs (“Funds” hereafter) varies from country to country. The Funds presented herein may not be registered and/or authorised in your country. You should seek advice from your professional advisor if you are in doubt as to whether any of the Funds mentioned might be suitable for your individual situation. This document is not intended for citizens or residents of the United States of America or “U.S. Persons” as defined by “Regulation S” under the U.S. Securities Act of 1933. No investment product presented herein is registered under the Securities Act of 1933 or any other United States regulation. Then, they cannot be offered or sold directly or indirectly in the United States of America, to or to the benefit of residents and citizens of the United States of America and to «U.S. Persons». The figures, comments, forward looking statements and elements provided in this document reflect the opinion of EdRAM on market trends based on economic data and information available as of today. They may no longer be relevant when investors read this document. In addition, EdRAM shall assume no liability for the quality or accuracy of information / economic data provided by third parties. Any investment involves specific risks. We recommend investors to ensure the suitability and/or appropriateness of any investment to its individual situation, using appropriate independent advice, where necessary. Furthermore, investors must read the key investor information document (KIID) and/or any other legal documentation requested by local regulation, that are provided before any subscription and available at http://funds.edram.com section, or upon request free of charge. Past performance and past volatility are not reliable indicators for future performance and future volatility. Performance may vary over time and be independently affected by, inter alia, changes in exchange rates. Performance data does not include commissions and costs incurred on subscriptions and redemptions of units or shares of the Funds. « Edmond de Rothschild Asset Management » or « EdRAM » refers to the Asset Management division of the Edmond de Rothschild Group. In addition, it is the commercial name of the asset management entities (including branches and subsidiaries) of the Edmond de Rothschild Group.

Edmond de Rothschild Fund Big Data is organized under the laws of Luxembourg, and has been approved by the Swiss Financial Market Supervisory Authority (« FINMA ») for distribution in or from Switzerland to non-qualified investors. The Prospectus, the annual and interim reports, KIIDs, Articles of association, can be obtained, free of charge upon request, from the Swiss Representative or from the following website: http://funds.edram.com. The Representative in Switzerland is Edmond de Rothschild Asset Management (Suisse) S.A., rue de l'Arquebuse 8, PO Box 5441,1211 Geneva 11 and the Paying Agent is Edmond de Rothschild (Suisse) SA, rue de Hesse 18, 1204 Geneva. The performance data do not take account of commissions and fees charged on the issue and redemption of units. The customer may receive on request from him details of the remuneration relating to the marketing of this product.