Edmond de Rothschild Fund QuAM 5

Risk management at the heart of investment decisions

Risk management at the heart of investment decisions

The huge fall in benchmark rates and massive central bank injections of liquidity have had an impact on investor behaviour.

Faced with almost zero and even negative money market returns, investors now have very few chances of generating risk-free returns. Getting positive returns now means agreeing to bet some of their assets on more volatile market segments.


As a result, they are looking for a diversified investment solution but within a risk-controlled framework.

Flexible allocation which seeks to adapt to market trends

EdR Fund – QuAM 5 is a conservatively managed asset allocation fund which is particularly suited to investors looking for returns in today's low interest rate environment.

It embodies:

- One principle: A focus on risk control

- One objective: maximising returns while keeping annual average volatility below 5%

- Gradual exposure to market developments to help optimise entry and exit points

- Access to all asset classes with no geographical or sector constraints

Investments in the subfund are subject to equity, interest rate and currency market moves and have no guarantee or protection.

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Edmond de Rothschild Asset Management (France)
47 rue du Faubourg Saint-Honoré
75401 Cedex 08 Paris
France

+ 33 1 40 17 25 25
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Subfund risk profile: the fund is rated in category 3. The risk/return category depends on historic performance data and/or the risk level indicated in the subfund’s investment policy. Investments in the subfund are subject to equity, interest rate and currency market moves. Investors may recover less than the amount invested. The subfund has no guarantee or protection. The fund’s investment process relies on a systematic model which helps identify signals on the basis of past statistical results. There is a risk that the model might not be efficient as there is no guarantee that past market configurations will be repeated in the future. The risks described above are not exhaustive.

September 9 2015. Non-binding document. This document is for information only.

Disclaimer: Edmond de Rothschild Fund – QuAM 5 is a sub fund of the Luxembourg-regulated SICAV which is approved by the CSSF and approved for marketing in France. The management of the subfund has been delegated to Edmond de Rothschild Asset Management (UK) and distribution in France to Edmond de Rothschild Asset Management (France). The data, comments and analysis in this video reflect the opinion of Edmond de Rothschild Asset Management (Luxembourg) and its affiliates with respect to the markets and their trends, their regulation and tax treatment, on the basis of its own expertise, economic analysis and information currently known to it. However, they shall not under any circumstances be construed as comprising any sort of undertaking or guarantee whatsoever on the part of Edmond de Rothschild Asset Management (Luxembourg). All potential investors should consult their service provider or advisor and exercise their own judgment independently of Edmond de Rothschild Asset Management (Luxembourg) on the risks inherent to each investment and its suitability to their own personal and financial circumstances. To this end, investors must acquaint themselves with the key investor information document (KIID) that is provided before any subscription and available at www.edmond-de-rothschild.com/site/Luxembourg/en/asset-management/our-business/presentation or on request from the head office of Edmond de Rothschild Asset Management (Luxembourg) or Edmond de Rothschild Asset Management (France). Any particular tax treatment may depend on the individual situation of a client and may be changed in the future.