Fact sheet: Edmond de Rothschild UK Syng

Fund information

Fund name
Edmond de Rothschild UK Synergy L GBP
Fund company manager
Edmond de Rothschild Asset Man
Fund type
SIB
Fund manager(s)
Olivier Huet
since 07/04/2017
Philippe Lecoq
since 07/04/2017
Fund objective
The Sub-Fund’s 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.
Benchmark
FTSE All Share
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.66 %

1 Year rank in sector

50/74

Sector

FO Equity - UK

Yield
-
Fund size

£ 7.4 m

FE Risk score

87

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.83 %-2 %8.66 %0 %0 %
Sector-0.78 %0.17 %10.96 %25.96 %55 %
Rank within sector46 / 7961 / 7750 / 74 / /
Quartile th3 rd4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund5.39 %0 %0 %0 %0 %
Sector8.56 %8.85 %4.85 %1 %23.66 %
Rank within sector51 / 74 / / / /
Quartile th3 rd th th th th

Price movement

52 week high121.74
52 week low107.85
Current bid price0
Current offer price0
Current mid price118.04

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-