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.

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
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Edmond de Rothschild Fund
Europe Flexible


 

Edmond de Rothschild Fund
Europe Value & Yield

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Contact us

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


+41 58 201 75 40
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.

Written on February 19 2016

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, an be obtained, free of charge upon request, from the Swiss Representative or from the following website: http://funds.edram.com