— The EdR SICAV Global Resilience fund focuses on four key contemporary challenges: defense & cybersecurity, critical infrastructure, protection, and strategic resources.
— It invests in companies that are themselves resilient, with low financial leverage, vertical integration and low exposure to exports.
In an environment marked by increasing geopolitical and economic tensions and climatic shocks, business resilience is becoming a strategic issue. It is against this backdrop that Edmond de Rothschild Asset Management is launching EdR SICAV Global Resilience. This international equity fund is designed to capitalize on the changing geopolitical environment, and seize the resulting growth opportunities.
To achieve this, EdR SICAV Global Resilience targets companies that meet the vital needs of today's society. Thanks to their structural advantages, the companies selected share an ability to absorb shocks, protect their value chains and remain indispensable, whatever the turbulence.
The fund, managed by Aymeric Gastaldi and Christophe Foliot, both equity managers at Edmond de Rothschild AM, is built around four main strategic pillars, reflecting the structuring themes of tomorrow as identified by the team:
• Cybersecurity & Defense: Exogenous threats to modern economies and social systems increasingly depend on a more secure cyber infrastructure. This pillar includes cybersecurity software vendors, who identify threats upstream, secure sensitive data and protect IT systems. The fund also invests in defense, a sector that is booming after 30 years of underinvestment.
• Critical infrastructures: The modernization and transformation of critical infrastructures is necessary to meet changing demands in terms of vital needs and supply chain relocation. Companies developing critical infrastructures for secure access to basic needs will be one of the investment targets.
• Safety & Protection: There is a growing need for personal protection systems and preventive healthcare capabilities. This pillar focuses on companies that develop safety devices crucial to personal protection, as well as those that innovate in medical care, such as preventive medicine and healthcare equipment to deal with potential health crises.
• Strategic resources: This pillar targets companies committed to energy independence and reducing dependence on foreign resources. It supports innovations in energy efficiency and technological advances, particularly in agriculture.
Aymeric Gastaldi, Senior Manager of EdR SICAV Global Resilience, comments: “At a time when happy globalization is giving way to an era of fragmentation, tensions and systemic ruptures, resilience is becoming a central criterion for value creation. In this new cycle, the companies capable of making our societies safer, more functional and better prepared for economic, political and technological shocks will, in our view, be those that generate the most value over the long term. This conviction is behind the launch of EdR SICAV Global Resilience”.
Jacques-Aurélien Marcireau, Co-Head of Equity Management at Edmond de Rothschild AM adds: “This new strategy completes our range of thematic equity funds, the first1 of which was launched 40 years ago. Since then, and through the different strategies we have offered, we have constantly contributed to meeting the challenges facing our society, and supporting the major trends shaping the economy. With Global Resilience, our House offers a solution aligned with these objectives, and which seeks, through strategic assets, to make society more solid and resilient.”
With nearly fifty stocks in its portfolio, the fund benefits from a rigorous selection process based on four filters:
• Financial strength: low leverage, positive cash flow and dividends.
• Vertical integration: ability to control the value chain (sourcing, production, distribution).
• Structural and solid growth: sales growth even in challenging macroeconomic conditions.
• Operational resilience: no exposure to countries with weak governance, low exposure to exports and tariff risk.
In this way, the fund targets a dual alignment in terms of resilience: presence in critical sectors and intrinsic company characteristics.
With this new investment vehicle, Edmond de Rothschild AM is pursuing its mission to provide long-term support for companies that are shaping a more stable, secure and sustainable future, in the service of the real economy. The fund is marketed in the following countries: Austria, Belgium, Switzerland, Cyprus, Greece, Germany, Spain, France, United Kingdom, Italy, Luxembourg.
With 8.9 billion euros in assets under management2, including nearly 4 billion in thematic funds, and over forty years of track record, Edmond de Rothschild Asset Management's equity investment team comprises 18 investment experts with an average of twenty years' experience.
1. EdR Fund Healthcare
2. At 31/03/2025
Press contact
Edmond de Rothschild Asset Management
Fany de Villeneuve
+33 6 46 24 69 38
f.devilleneuve@edr.com
About Edmond de Rothschild
Edmond de Rothschild is an investment house founded on the conviction that, when harnessed for the good of the real economy, wealth can have a meaningful impact and help to rejuvenate the concept of progress.
Driven by a culture of financial foresight for nearly three centuries, Edmond de Rothschild specialises in private banking and asset management, boasting recognised expertise in its main business lines of: wealth management, wealth engineering, life insurance, services for independent wealth managers, corporate finance, private equity, real estate, infrastructure, liquid strategies, and fund administration. The 100% family ownership structure gives the investment house real independence, serving to align with the interests of its clients and fostering the emergence of financial solutions adapted to the specific needs of a client base of families, entrepreneurs and institutional investors. At 31 December 2024, the Edmond de Rothschild Group had over CHF 184 billion in assets under management and a robust balance sheet with a CET1 of 19.7%. With more than 2,700 employees in 28 global locations, it ranks as a key player in the main markets where it operates, including Geneva, Luxembourg, Paris and Monaco.
Edmond de Rothschild is at the heart of a unique ecosystem of businesses ranging from farming, wine-making and hospitality to family philanthropic activities, the Gitana offshore racing team and the perfume house Caron.
Disclaimer :
The identity of fund managers in this document may change during the life of the product.
Main investment risks:
Unit A and I of this UCI are rated in category 4. The risk indicator rates this fund on a scale of 1 to 7. This indicator is used to assess the level of risk of this product in comparison to other funds and a category 1 rating does not mean that the investment is risk free. In addition, it indicates the likelihood that this product will incur losses in the event of market movements or our inability to pay you.
This indicator assumes that you hold the product until the end of the recommended holding period of this fund. The actual risk may be very different if you choose to exit before the end of the recommended holding period of this Fund.
The risks described below are not exhaustive.
Risk of capital loss: The UCITS does not guarantee or protect the capital invested; investors may therefore not get back the full amount of their initial capital invested even if they hold their units for the recommended investment period.
Equity risk: The value of a stock may change depending on factors specific to the issuer but also on exogenous, political or economic factors. The SICAV may be exposed to the equity markets either via direct investments in equities and/or via financial contracts and/or UCITS. Fluctuations of the equity markets may lead to substantial variations in the net assets which may have a negative impact on the performance of the SICAV
Currency risk: The capital may be exposed to foreign exchange risk when the securities or investments it is composed of are denominated in a currency other than that of the Fund. Currency risk is the risk of a reduction in the net asset value of the Fund when an investment is made in a currency other than that of the Fund.
Risk from investing in small and mid cap companies: On these markets, the volume of listed securities is lower; therefore, market trends are more pronounced, both upwards and downwards, and more rapid than for large capitalisations. Net asset value can therefore fluctuate rapidly and significantly
May 2025. Non-contractual document designed for information purposes only. Reproduction or use of its contents is strictly prohibited without the permission of the Edmond de Rothschild Group. The information contained in this document does not constitute an offer or solicitation to trade in any jurisdiction in which such offer or solicitation is unlawful or in which the person making such offer or solicitation is not qualified to act. This document does not constitute and should not be construed as investment, tax or legal advice, nor as a recommendation to buy, sell or continue to hold any investment. The Edmond de Rothschild Group shall not be held liable for any investment or divestment decision taken on the basis of the information contained in this document. The funds presented may not be registered and/or authorized for sale in your country of residence. If you have any doubts about your ability to subscribe to this fund, please contact your professional advisor. The figures, comments, forward looking statements and other information contained in this presentation reflect the Edmond de Rothschild Group’s view of the markets, their development and their regulations, taking into account its expertise, the economic context and the information available to date. They may no longer be relevant on the day the investor reads them. Consequently, the Edmond de Rothschild Group shall not be held responsible for the quality or accuracy of economic information and data obtained from third parties. Any investment involves specific risks. Investors are therefore advised to ensure that any investment is suitable for their personal circumstances by seeking independent advice where appropriate. In addition, investors should read the Key Information Documents (KID) and/or any other document required by local regulations, which is provided prior to any subscription and is available in French and in English on the website www.edmond-de-rothschild.com under the “Fund Center” tab or free of charge on request. The management company may decide to cease marketing this Fund in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.
For EU investors: This document is issued by Edmond de Rothschild Asset Management (France); 47, rue du Faubourg Saint-Honoré; 75401 Paris Cedex 08; Public limited company with a Management Board and Supervisory Board and a capital of 11,033,769 euros; AMF approval number GP 04000015, 332.652.536 R.C.S. Paris. A summary of investors’ rights in English and French can be obtained at the following link: www.edmond-de-rothschild.com/media/go5fm1hx/edram-en-main-rights-of-investors.pdf. In Spain, the SICAV is registered at the CNMV under number 1801.
For Swiss Investors: This marketing material is issued by Edmond de Rothschild (Suisse) S.A. located at 18 rue de Hesse, 1204 Geneva, Switzerland, a Swiss bank authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA). The “Edmond de Rothschild SICAV” funds mentioned in this material are organized under the laws of France and have been approved to be offered in Switzerland to non-qualified investors by the Swiss Financial Market Supervisory Authority (« FINMA »). The Prospectus, the annual and semi-annual reports, Key Information Documents, articles of association can be obtained, free of charge upon request, from the
Representative or from the following website: http://funds.edram.com.