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Edmond de Rothschild India A

Ranked 22 out of 47 in - India over 12 months
All calculations are in CHF unless stated

Managed by

Xiadong Bao

Objective

The fund is managed with the aim of achieving net asset value growth, vver a recommended investment period of more than five years, by investing in companies in the Indian subcontinent (primarily India, but also Pakistan, Sri Lanka and Bangladesh).

Showing fund performance in Switzerland View performance globally

Performance

India over : 31/12/2017 - 31/12/2018
  • Rank 22/47 Total Return
  • Rank 36/47 Standard Deviation
  • Rank 14/47 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -9.8% -10.0% 3.7% -7.8% 4.9%
2017 41.8% 16.0% 1.8% 5.7% 13.6%
2016 -4.3% -8.4% 5.3% 6.4% -6.7%
2015 -7.0% 5.8% -7.6% -2.2% -2.8%
2014 51.2% 9.9% 13.2% 13.3% 7.3%
2013 -8.3% -1.7% -6.5% -7.1% 7.4%
2012 12.7% 10.2% -6.0% 13.2% -3.9%
2011 -29.4% -6.9% -5.2% -9.7% -11.4%
2010 3.7% 6.8% 1.3% 1.6% -5.7%
2009 87.6% 0.3% 51.4% 13.8% 8.6%
2008 -68.5% -38.8% -15.9% -8.2% -33.3%
2007 67.7% -1.3% 23.0% 13.8% 21.4%
2006 28.9% 15.2% -18.3% 19.2% 14.8%
2005 11.1% 16.0% 11.2%

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. Taiwan

Fund Info

  • Launch date09/02/2005
  • Share Class size67Mn
  • Base currencyUnits
  • ISIN FR0010479931

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.001

Charges

  • Annual management2.00%

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