Edmond de Rothschild Fund Bond Allocation

Which bond strategy in today’s environment?

Which bond strategy in today’s environment?

With persistent questions over interest rate trends and low bond yields, investors are naturally wondering how to manage fixed income allocations. Which sements or geographical zones should be targeted? Which risks should be hedged? The best solution is to go for a flexible, selective and diversified approach.

Edmond de Rothschild Fund Bond Allocation

  • A bond allocation fund

    Edmond de Rothschild Fund Emerging Bonds is a conviction-driven fund which invests in emerging market debt and currencies. It aims to outperform the euro-hedged JP Morgan EMBI Global. The fund takes a flexible, opportunistic approach to investing and has a concentrated portfolio.

  • Doubly flexible

    ​​This fund is doubly flexible as it has broad investment limits on the various segments of the international bond market. The fund also takes a flexible approach to modified duration, which is managed within a -2 to +8 range to help mitigate losses during periods when rates are rising, while allowing the fund to benefit from more favourable periods.

  • A vast choice of investments

    ​​The fund can invest in the main bond segments: government bonds, corporate debt (Investment Grade or High Yield), financial bonds, inflation-linked bonds or emerging market debt. Such a vast choice of market segments gives the fund a variety of opportunities throughout an economic cycle.

Key figures

  • +3.6% performance in 20171
  • +4.5% annualised performance
    since the introduction
    of the new strategy2
  • € 1.9 bn in assets under management 3
  • 4.2% volatility over 3 years
Past performance is not a reliable indication of future performance.
[1] Source: Edmond de Rothschild Asset Management (France). Performance of the A-EUR share from 31/01/2017 to 31/01/2018: 4.15%. Five-year performance to date: 24.79%.
[2] Implementation of the new investment strategy: 14/02/2013.
[3] Assets under management at 31/01/2018: € 1,880 billion.

Key points

  • Active and flexible allocation across the bond market’s various segments
  • A broad choice of bond asset classes and strategies
  • Active management of sensitivity within a [-2+8]
  • The combined know-how of all of Edmond de Rothschild Asset Management’s bond experts
  • The fund is subject to capital loss risk

Learn more

Need more information?

Contact us

Edmond de Rothschild Asset Management (Suisse)
8 rue de l'Arquebuse
Case postale 5441
1211 Genève 11

+41 58 201 75 40
Principal investment risks: capital loss risk, credit risk, credit risk from investing in speculative securities, interest rate risk, risks from emerging market investments, risk from participation in financial contracts and counterparty risk.

Written on September 2017. This page is issued for information purposes only and does not constitute a recommendation, offer or solicitation to buy or sell financial instruments or any other financial product. This document is not intended for distribution in any jurisdiction where it is not lawful to do so.
It is the responsibility of each investor, to read the documentation for the relevant financial product before making any investment decision, in order to analyse the associated risk and reach his own decision, independently of EdRAM (Suisse). Investors are recommended to obtain independent advice from specialist advisors in these matters, in particular to ensure that the investment is appropriate to his financial and tax position.      
Neither EdRAM (Suisse) nor any of its directors, officers, employees, or agents shall have any liability, however arising, for any error, inaccuracy or incompleteness of fact or opinion in this document. Neither EdRAM (Suisse) nor any other member of the Edmond de Rothschild group (the "Group Companies") accepts any liability for any loss arising from any use of this document or its contents. The reader must personally verify the information supplied by EdRAM (Suisse) by consulting the sources cited. Under no circumstances the Group Companies can be held liable for any investment decision to buy, sell or hold on the basis of the information contained in this document. In the event of dispute, the applicable law shall be Swiss law with exclusive place of jurisdiction in Geneva.      
The fund has been approved by the Swiss Financial Market Supervisory Authority (« FINMA ») for distribution in or from Switzerland to non-qualified investors.

The Swiss Representative is Edmond de Rothschild Asset Management (Suisse) S.A. 8 rue de l'arquebuse Case postale 5441 – 1211 Genève 11 – Switzerland     
The Swiss paying agent is Edmond de Rothschild (Suisse) S.A. 18 rue de Hesse – 1204 Genève – Switzerland
The Prospectus, the annual and interim reports, KIIDs, Articles of association, fund agreement or management regulations, Can be obtained, free of charge upon request, from the Swiss Representative or from the following website: