Edmond de Rothschild Fund - Europe Synergy N EUR (0P000172PD)

Overview

The Sub-Fund seeks to outperform its benchmark by investing in equity markets primarily within European territories. It utilizes a discretionary approach to select securities that align with its investment strategy, mirroring the scope of its benchmark. Being actively managed, the Sub-Fund employs a hands-on approach to adjust its portfolio in response to market changes and opportunities, with the ultimate goal of generating superior returns for its investors.

Products and Services

The Sub-Fund offers a variety of products and services designed to provide investors with exposure to European equity markets, as well as aiming to outperform its benchmark through a discretionary selection process. Below are the main aspects of its offering:

• Equity Market Exposure: The core service of the Sub-Fund is to provide its investors with exposure to the equity markets of Europe. By strategically selecting stocks, it aims to capitalize on the growth potential within these markets.
• Actively Managed Portfolio: Unlike passively managed funds that track a benchmark, this Sub-Fund actively manages its portfolio. This means it continuously monitors, analyzes, and adjusts its holdings based on market dynamics and investment opportunities. This active management approach aims to maximize returns for investors by taking advantage of market inefficiencies and trends.
• Discretionary Selection Process: The Sub-Fund employs a discretionary selection process to choose securities that it believes will outperform. This involves detailed analysis and the use of professional judgment to pick stocks that align with its investment objectives and have the potential to generate higher returns compared to its benchmark.