Edmond de Rothschild Fund Equity Euro Core A-EUR

Ranked 32 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Marc Halperin

Marc Halperin started his career with Edmond de Rothschild Asset Managment in 2009 where he currently manages French equities. Before joining the firm he managed equity shares and Euro-zone long only fund strategies and held various consulting roles.

Objective

The Sub-Funds objective is to seek performance through exposure to equity markets, primarily in the Eurozone, by selecting securities on a discretionary basis in an investment scope comparable to the MSCI EMU Index, net dividend reinvested. At least 75% of the Sub-Funds net assets will be exposed to European equities, with a minimum of 65% in Eurozone equities.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -13.0% -2.1% 1.8% 2.1% -14.4%
2017 17.0% 6.2% 6.1% 3.6% 0.3%
2016 19.3% -0.9% 0.7% 12.3% 6.4%
2015 9.8% 12.5% -4.8% -5.4% 8.4%
2014 -6.6% 2.6% -4.1% -5.0% -0.1%
2013 26.5% 7.4% 4.0% 7.8% 5.1%
2012 19.4% 14.1% -9.0% 6.7% 7.8%
2011 -20.9% 5.1% 3.0% -28.5% 2.1%
2010 -0.1% 1.8% -17.9% 12.6% 6.2%
2009 14.7% -14.1% 6.0% 27.8% -1.4%
2008 -15.2% -8.1% -5.3% -6.3% 4.0%
2007 9.7% 2.4% 6.2% -2.7% 3.8%
2006 14.8% 11.0% -5.0% 1.4% 7.4%
2005 22.6% 2.7% 4.0% 9.8% 4.6%
2004 15.0% 0.0% 5.0% 1.1% 8.3%
2003 27.3% -10.0% 22.4% 2.1% 13.1%
2002 -23.9% 1.9% -7.4% -29.4% 14.3%
2001 -17.1% -9.8% -0.4% -15.3% 9.0%
2000 10.2% 5.7% 10.3% -6.8% 1.5%
1999 44.7% -1.4% 10.4% 3.0% 29.1%
1998 25.9% 20.1% 14.0% -18.0% 12.2%
1997 19.0% 9.9% -1.5% 12.8% -2.6%
1996 10.5% 12.2% 2.2% -2.2% -1.5%
1995 10.5% 1.3% 9.0% 0.8% -0.7%
1994 1.8% 9.2% -6.4% 4.9% -5.1%
1993 18.2% 9.3% -5.1% 12.5% 1.3%
1992 19.5% 9.6% -0.1% 8.0% 1.0%
1991 15.5% 9.7% 0.7% 5.4% -0.8%
1990 -26.7% -4.9% -1.0% -20.6% -2.1%
1989 42.1% 4.1% 11.0% 11.8% 10.0%
1988 17.0% -11.3% 23.8% -0.3% 6.9%
1987 -25.5% 9.5% -11.7% -0.6% -22.5%
1986 61.6% 41.2% -9.2% 23.0% 2.4%
1985 44.0% 5.1% 5.1% 2.4% 27.5%
1984 20.7% 3.5% 3.7% 9.5% 2.8%
1983 32.6% 12.1% 4.0% 9.7% 3.8%
1982 4.3% -2.4% -5.8% -2.2% 15.9%
1981 1.0% 10.0% -3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date24/04/2018
  • Share Class size283Mn
  • Base currencyUnits
  • ISIN LU1730854608

Purchase Info

  • Min. initial investment1

Charges

  • Annual management1.70%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).