Edmond de Rothschild Prifund Defensive Strategy

A flexible and cautious strategy for today’s environment

Une stratégie flexible et prudente pour affronter l’environnement actuel

With European bond yields still at historic lows and persistent uncertainty on equity markets, cautious investors are faced with the major problem of how to get returns while keeping tight controls on risk.

Bonds, and especially government bonds, used traditionally to form the bedrock of conservatively-run portfolios. After a period of 'risk-free yields, bond investors are now faced with 'risk without yields' as well as worries of approaching interest rate hikes.

To deal with this complicated, low-visibility environment, Edmond de Rothschild Asset Management has the solution: EdR Prifund Defensive Strategy, a flexible allocation fund with a cautious profile.

Edmond de Rothschild Prifund Defensive Strategy

  • A flexible asset allocation fund with a cautious profile

    ​The fund seeks to capture opportunities on global financial markets while limiting portfolio risk. Its dynamic asset allocation approach reflects prevailing market risk levels, helping it to pick the most appropriate investment vehicles.

  • Active management of portfolio risk

    ​With the help of a risk indicator, exposure can be actively reduced when necessary or increased to capture favourable trends.

  • Investments in funds with strong value added

    ​The fund enjoys expert input from the Edmond de Rothschild Group's fund selection team so as to access markets via the most appropriate funds.

Key points

  • A flexible asset allocation fund with a defensive profile
  • The fund brings together Edmond de Rothschild's expertise in asset allocation and its skill in picking the best investment vehicles
  • Dynamic, flexible management of portfolio allocation based on a risk indicator
  • An optimal blend of complementary strategies
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Edmond de Rothschild Asset Management (Suisse)
8 rue de l’Arquebuse
Case Postale 5441
1211 Genève 11
Switzerland


+ 41 58 201 75 00
Written on January 2017

This document is issued by Edmond de Rothschild Asset Management (Suisse) This document is non-binding and its content is exclusively for information purpose. Any reproduction, disclosure or dissemination of this material in whole or in part without prior 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 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 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. 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. « 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.

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 – PO Box 5441 – 1211 Geneva 11 – Switzerland The Swiss paying agent is Edmond de Rothschild (Suisse) S.A. 18 rue de Hesse – 1204 Geneva – 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: http://funds.edram.com