Two Edmond de Rothschild funds obtain SRI label
Two Edmond de Rothschild funds with more than EUR700 million under management (as of end of April 2021) have just obtained the SRI label.
Edmond de Rothschild Fund China is an equity fund which primarily invests in companies whose activities are predominantly linked to China and which are listed in Shanghai, Shenzhen, Hong Kong, and the US.
Edmond de Rothschild SICAV Equity Euro SOLVE is a diversified European equity fund. It seeks to participate to a degree in European equity market performance while reducing equity risk with permanent hedging, in full or in part, at the fund managers’ discretion.
These funds will be joining 10 other Edmond de Rothschild Asset Management funds which have already obtained the label. The funds cover all asset classes – equities, multi asset and fixed income.
Set up in 2015 by the French Ministry of the Economy and Finance, the label is awarded to funds which invest in companies pursuing responsible environmental, social and governance practices.
The SRI label is a tool for choosing responsibfle and sustainable investments. Created and supported by the French Ministry of Finance, the label aims to make socially responsible investment (SRI) products more visible for savers in France and Europe.
EdR Fund China is in risk category 6, which reflects the exposure to equity markets of up to 110 per cent of its assets, representing a high risk and reward profile. The risks described below are not exhaustive. It is up to each investor to analyse the risks associated with each investment and to form their own opinion. Edmond de Rothschild SICAV Equity Euro SOLVE is a category 4 (on a scale of 1-7) or high risk/return Subfund profile which reflects its ability to have equity market exposure of between 0 per cent and 100 per cent.
Edmond de Rothschild Fund China is a sub-fund of the SICAV EdR Fund (investment fund in the form of a company with variable capital) registered in Luxembourg, approved by the CSSF and authorised for marketing in Austria, Belgium, France, Germany, the Netherlands, Luxembourg, Spain, Italy and Switzerland. Edmond de Rothschild SICAV Equity Euro Solve is a sub fund of the French regulated SICAV which is approved by the AMF and approved for marketing in Belgium, Switzerland, Germany, Spain, France, Italy, UK and Luxembourg.