Società di Gestione

• Edmond de Rothschild AM (FR)
• - Francia

Politiche di gestione

The UCITS’ assets will be invested primarily in units or shares of French or foreign UCITS or French AIFs characterised as general-purpose investment funds, including listed index funds. Between 20% and 80% of the UCITS’ net assets will be exposed to equity risk, directly or via UCIs or investment funds and/or through the use of financial contracts. Exposure to interest rate and currency risk directly and/or via UCIs or investment funds and/or through the use of financial contracts, will move within a sensitivity range of between -10 and 10. - Share-based units: the geographical allocation will be made between various international stock exchanges, including emerging markets, up to 40% of the UCITS’ net assets. In terms of thematic choices, small-capitalisation companies may not represent more than 35% of the UCITS's net assets.