Views & Convictions
Welcome to this new edition of the Rothschild & Co Asset Management Swiss newsletter. In this month's release, we are excited to celebrate the 30 years of one of our flagship fund, R-co Valor. We invite you to discover the roots of this flexible, global strategy, which currently manages 4.5 billion euros* for our clients across Europe, with 10.6% annualized performance since 1994*.
From its creation to the present day, learn here how R-co Valor has demonstrated, cycle after cycle, crisis after crisis, its ability to adapt to different macroeconomic environments and market phases, to generate long-term performance :
A few weeks ago in Zurich and Geneva, we had the honor of celebrating R-co Valor 30 years of history together with our clients, friends and colleagues. Yoann Ignatiew, Managing Partner and Manager of R-co Valor, took the opportunity to revisit the fund's genesis and the three decades of performance that followed. In an exceptional setting, Yoann shared his personal convictions as well as his outlook on global markets.
R-co Valor Bond Opportunities or the ability to flourish in uncertainty
In the current macroeconomic environment, controlling inflation is like walking a tightrope. Emmanuel Petit, Managing Partner & Head of Fixed Income, and Samuel Gruen, Bond Portfolio Manager at Rothschild & Co Asset Management, explain how R-co Valor Bond Opportunities**, our 400M Euros Absolute Return Global Fixed Income strategy, has successfully mastered this challenge since 2019.
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[Advertising communication] The information, comments and analyses in this document are provided for information purposes only and should not be construed as an investment or tax advice, or as an investment recommendation from Rothschild & Co Asset Management. The information/opinions/data mentioned in this document considered legitimate and correct on the day of publication, in accordance with the economic and financial environment in place at that date, are subject to change at any time.
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Disclaimer
*Source : Rothschild & Co Asset Management, 29/03/2024. Share C class euro – SRI 4/7. The synthetic risk indicator shows the level of risk of this product compared to others. It indicates the likelihood of this product incurring losses in the event of market movements or our inability to pay you. We have classified this product in risk class 4 out of 7, which is a medium risk class and mainly reflects a discretionary management policy on equity markets and fixed income products. This means that the potential losses from the future performance of the product are at a medium level and, should the markets deteriorate, it is possible that our ability to pay you will be affected. The risk indicator assumes that you hold the product for 5 years, otherwise the actual risk may be very different and you may get less in return.
**Source : Rothschild & Co Asset Management, 29/03/2024. Share C class euro – SRI 2/7. We have classified this product in risk class 2 out of 7, which is a low risk class and mainly reflects a discretionary management policy exposing the portfolio in a diversified medium term to fixed income markets. In other words, the potential losses related to the future results of the product are at a low level and, if the situation were to deteriorate in the markets, our ability to pay is unlikely to be affected. The share risk indicator Assuming you keep the product for 3 years; otherwise, the actual risk may be very different, and you could get less in return.
Before any investment, it is imperative to read carefully the PRIIPS DIC and prospectus of the UCI, and more particularly Its section relating to risks and fees, available on the Rothschild & Co Asset Management website.
Investing in any of the mentioned funds above involves risk, including loss of capital. To find out more about the risks associated with this fund, please refer to its prospectus, available on our website.
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 advertising communication 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.
This reflects to conservative principles of the esteemed Swiss style.