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EdR Europe Midcaps A

5 ans
  • Clôture précédente


  • Rendement


  • Frais d’acquisition d’entrée


  • Dépenses


  • Catégorie

    Actions à cap moyenne européennes

  • Risque Morningstar

    Au-dessus de la moyenne

  • Évaluation Morningstar ★★

Nom de l'émetteur

Edmond de Rothschild Asset Management (France)

Style de fonds


Gestionnaire de fonds

Ariane Hayate

Style d'investissement

Croissance moyenne

The fund’s objective is to increase the value of its assets in the medium term (3 to 5 years). The assets of the FCP are predominantly, but not exclusively, invested in convertible or exchangeable bonds issued in the euro zone. The FCP seeks to optimize the risk/return ratio over the specified period by diversifying its sources of return: underlying assets, sector, coupon, issuer, interest rate and currency, through systematic analysis of the various exposures. The company shall actively managed bonds which are convertible and exchangeable into euro zone securities. The fund invests a minimum of 60% of assets in these securities. The investment process combines a global bond strategy with stock selection. As part of this strategy, our selection of convertible bonds is such that at least 80% of the Fund’s assets will comprise investment grade or equivalent issues.

Informations d’achat

Achat initial 1
Achat initial : PER NA
Achat initial : AIP NA

Mise en place


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