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

9.21 %

1 Year rank in sector

45/74

Sector

FO Equity - UK

Yield
-
Fund size

£ 7.9 m

FE Risk score

88

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund5.57 %6.49 %9.21 %0 %0 %
Sector3.87 %5.9 %10.65 %31.13 %56.21 %
Rank within sector6 / 7944 / 7845 / 74 / /
Quartile th1 st3 rd3 rd th th

Calendar performance

YTD-20182017201620152014
Fund2.73 %8.43 %0 %0 %0 %
Sector1.39 %11.56 %8.85 %4.85 %1 %
Rank within sector4 / 7851 / 74 / / /
Quartile th1 st3 rd th th th

Price movement

52 week high124.76
52 week low112.04
Current bid price0
Current offer price0
Current mid price124.76

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-