Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Edmond de Rothschild Fund-Premiumsphere A EUR

Ranked 439 out of 508 in - Global over 36 months
All calculations are in GBP unless stated

Objective

The Sub-Fund's investment objective is to outperform the MSCI AC World index through exposure to the international equity markets and through the careful selection of stocks notably in the luxury goods sector or stocks with a strong international brand image.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.7% 3.4% 2.9%
2016 20.9% 5.6% -3.9% 13.5% 4.9%
2015 -11.9% 6.0% -8.9% -7.2% -1.8%
2014 0.0% -4.6% 0.8% -3.2% 7.5%
2013 20.7% 12.6% -0.6% 3.9% 3.7%
2012 15.1% 13.1% -9.8% 2.7% 9.8%
2011 -1.7% -0.5% 7.7% -12.2% 4.4%
2010 36.8% 15.1% -8.3% 14.4% 13.3%
2009 51.9% -2.8% 12.8% 32.7% 4.4%
2008 -37.9% -12.4% -9.6% -12.3% -10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date08/10/2014
  • Share Class size46Mn
  • Base currencyEUR
  • ISIN LU1082942308

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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