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Edmond de Rothschild Fund-UK Synergy L GBP

Ranked 196 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Philippe Lecoq

Philippe Lecoq was born in Rennes, France in the mid 60’s. He attended the University of Rennes where he gained an MSc in Economics. He is also a member of SFAF (French Chartered Financial Analysts). Philippe joined Edmond de Rothschild Asset Management in December 2005 as a European equity fund manager. He spent 15 years at Ofivalmo, first as a buy-side financial analyst, and then as a fund manager from 1998 onwards. After running a French large cap fund, he managed several general and specialty European equity funds, investing mainly in large capitalisations. In particular, he was in charge of OFI Cible, a fund specialising in restructuring and mergers & acquisitions, from June 1999 to November 2005. The largest fund he runs at present is the Europe Rendement Cap fund. Outside of managing funds he loves playing tennis and going for a good run.

Objective

The Sub-Funds objective is to seek performance through exposure to UK equity markets, by selecting securities on a discretionary basis in an investment scope comparable to the FTSE All Share Index, net dividend reinvested. The choice of strategy is dependent on the expectations of the Investment Manager. The Sub-Fund implements an active stock-picking management strategy, selecting stocks mainly listed on stock markets from the United Kingdom, without stock market capitalization distinctions.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 196/253 Total Return
  • Rank 223/253 Standard Deviation
  • Rank 236/253 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% -0.7% 2.3%
2016 9.1% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date06/04/2016
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN LU1380774387

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).