FUNDS - Edmond de Rothschild Euro Sustainable Credit C
Last update on: 02/07/2020

Fundname
Edmond de Rothschild Euro Sustainable Credit C

Investment Trusts
Edmond de Rothschild Asset Management
Emittent
Edmond de Rothschild Euro Sustainable Credit
Asset Manager
Edmond de Rothschild Asset Management

Fund data (Fixed Income Fund)

   
Fund size

(as of 31/05/2020)

234.61 mil. EUR
Share class size

(as of 31/05/2020)

127.71 mil. EUR
ISIN FR0010172767
Fund price (as of 02/07/2020)
Offer n.s.
Bid 365.95 Euro

Growth (as of 02/07/2020) *

   
10 Years 32.00 %
5 Years 11.36 %
3 Years 2.22 %
1 Year -1.95 %
Current year -2.80 %
Benchmark BBgBarc Euro Agg Corps TR EUR

* in Euro (€)

Master data of Funds
ISINFR0010172767
Launch date 24/06/1982
Available in AT, BE, CH, DE, ES, FR, IT
Fund type Fixed Income Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Over the recommended 2-year investment horizon, the fund seeks to outperform the Barclays Capital Euro Aggregate Corporate Total Return index, the benchmark for the euro corporate bond market.
Investment strategy The UCITS investments on the corporate bond markets that seek to combine financial profitability and the implementation of a sustainable development policy in return for a risk of capital loss. Performances displayed before 01/09/2015 were achieved under a different investment strategy.
Investment process The investment process selects companies with robust fundamentals which have also adopted a sustainable development approach with a focus on good management of environmental, social and governance (ESG) risks and opportunities. In our view, companies which demonstrate a strong strategic vision and operational deployment of their
sustainable development policy will be able to optimize long term development strategies. The fund is a minimum 70% exposed to euro investment grade bonds but up to 30% of the portfolio may also be invested in high yield bonds. EdR Euro Sustainable Credit targets investors looking for exposure to the dynamic euro corporate debt market but with a focus on a responsible investment approach. The fund benefits from the combined expertise of our
corporate debt specialists and our Responsible Investment (RI) team, 18 professionals in all who work closely together and have 15 years of experience on average.
There are two stages in the investment process:
- in-depth credit analysis to detect investment opportunities using a multicriteria process which has a strong track record of more than 20 years
- ESG analysis to identify the principal extra-financial risks, weighted in line with key sector challenges. The analytical approach developed by our RI team is based on 3 pillars:
Environment, Social and Governance.
The RI selection process is based on a Best-in-Universe approach which favours top-ranked issuing companies irrespective of ratings, sectors or capitalisation size.
Positive criteria Environment, Social/Ethics, Governance (ESG)
Negative criteria for stocks and corporate bonds Ethical and Social:
- banned weapons

Negative criteria for government bonds n.s.
Research done by InHouse & Extern
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis