Views & Convictions
Welcome to the new edition of our Rothschild & Co Asset Management Swiss newsletter. Firstly, we are delighted to announce the launch of our R-co 4Change Net Zero Credit Euro fund, in Swiss franc hedged, to address growing domestic demand. We also share an investment strategy update about our flagship Investment Grade Fund, whose Assets crossed the 2 bln euros mark this month. You will also find a note in which the Fund manager of our global flexible R-co Valor fund shares why his cautions prudence. We hope you will enjoy the read.
Launch of our Net Zero Credit Strategy in CHF
With more than 3 years of track record, this Credit strategy aligns with the Net Zero objectives and targets a constant reduction in greenhouse gas emissions. Stock-picking is therefore oriented on companies that are committed to this goal, while maintaining a focus on performance and added value. The newly created CHF hedged share class is intended to address the needs of Swiss investors keen to implement Net Zero solutions in Swiss francs. Learn more about it here:
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Our flexible Euro Investment Grade strategy reaches 2 billion EUR AuM
Launched about 14 years ago, our flagship R-co Conviction Credit Euro fund’s net assets exceeded 2 billion euros this month. On the back of attractive IG Yields and continued outperformance YTD, this flexible Credit strategy keeps demonstrating its merit and attracting strong interest from investors. Emmanuel Petit, Fund Manager and Head Fixed Income unveils his latest views and portfolio convictions in his latest quarterly update and how this unconstrained investment style brings value to investors:
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The Fund Manager of our Global Flexible R-co Valor Fund remains prudent
The current environment characterized by changing central bank policy and unstable geopolitical environment prompted the funds management team to maintain a cautious stance the last few months. As one Rothschild & Co's Asset Management longest standing investment strategies, R-co Valor positioning remains relatively conservative against a backdrop of slower economic growth, with an equity exposure sitting at a 10-year low. Yoann Ignatiew, Fund Manager, shares his opinion in his latest quarterly strategy:
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Coming next month… the latest convictions and positioning of our fund managers, as well as a new curated selection of articles, papers, and interviews.
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Disclaimer
The Rothschild & Co Asset Management funds (hereinafter referred to as the "Funds") presented in this document are funds governed by French law; they are approved by the FINMA for distribution to non-qualified investors in or from Switzerland. This information memorandum is not an invitation to subscribe to any of the Funds described herein; it does not replace the Fund's prospectus and is provided for information purposes only. This presentation is not an advice or a recommendation to subscribe to any Fund. Subscriptions will only be received and units, shares or units issued on the basis of the current version of the prospectus of the relevant Fund as approved by the FINMA. Any information provided in this document is provided for information purposes only and has no contractual value. Past performance is not indicative of future performance(e). Furthermore, commissions charged on the issue and redemption of units, shares or units of the Fund concerned are not included(f). Rothschild & Co Asset Management does not guarantee in any way the evolution of performance and cannot be held responsible for any decision taken on the basis of the information contained in this document. Investing in one or more units, shares or stocks of a Fund is not without risk. Rothschild & Co Asset Management recommends that subscribers request additional information, in particular regarding the suitability of the Funds' characteristics for their needs, by calling either the Funds' Representative in Switzerland as indicated below, or their usual financial advisor, or Rothschild & Co Asset Management before making an investment decision.
Rothschild & Co Bank AG (Zollikerstrasse 181 - CH-8034 Zurich - Switzerland) has obtained from the FINMA the authorisation to distribute the Funds to non-qualified investors in or from Switzerland; Rothschild & Co Bank AG is also appointed as representative (the "Representative") and paying agent in Switzerland. The Regulations or Articles of Association, the Prospectus, the Key Information Documents, the annual and semi-annual reports of the Fund for Switzerland can be obtained free of charge from the Representative in Switzerland. Investors should read the prospectus before subscribing to any units or shares of the Funds. Announcements to investors in Switzerland concerning Rothschild & Co Asset Management or the Funds will be published on the authoritative electronic platform www.fundinfo.com . Issue and redemption prices or net asset values with the mention "commissions excluded" will be published daily on the electronic platform www.fundinfo.com.
Rothschild & Co Asset Management , organized under the laws of France, registered with the Trade and Companies Register of Paris RCS Paris 824 540 173. A management company licensed by the Autorité des Marchés Financiers under N° GP 17000014, having its registered office 29, avenue de Messine, 75008 Paris, France.