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Edmond de Rothschild Tricolore Rendement C

Ranked 6 out of 9 in - France over 12 months
All calculations are in CHF unless stated

Managed by

Marc Halperin

Marc Halperin started his career with Edmond de Rothschild Asset Managment in 2009 where he currently manages French equities. Before joining the firm he managed equity shares and Euro-zone long only fund strategies and held various consulting roles.

Objective

The management objective of the FCP, over a recommended investment period of more than 5 years, is to grow net asset value by investing in predominantly French companies whose valuation characteristics suggest that they are likely to perform strongly.

Showing fund performance in Switzerland View performance globally

Performance

France over : 31/12/2017 - 31/12/2018
  • Rank 6/9 Total Return
  • Rank 5/9 Standard Deviation
  • Rank 5/9 Max Drawdown
Fund Name Currency Return
4 Centifolia C CHF

-20.3%

5 Tocqueville Ulysse C CHF

-21.4%

6 Edmond de Rothschild Tricolore Rendement C CHF

-21.4%

7 Oddo BHF Generation CR-EUR CHF

-23.2%

8 Tocqueville Odyssee C CHF

-30.3%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -21.4% -1.7% -3.1% -3.2% -14.7%
2017 18.7% 5.2% 5.0% 8.4% -0.9%
2016 3.2% -6.4% -5.7% 8.4% 7.7%
2015 5.2% 3.0% -1.9% -2.5% 6.8%
2014 -1.0% 4.8% -0.2% -2.5% -2.9%
2013 26.2% 6.1% 4.0% 8.7% 5.3%
2012 14.1% 6.4% -6.0% 6.8% 6.9%
2011 -18.9% 7.7% -4.6% -24.2% 4.3%
2010 -15.6% -3.1% -15.8% 6.8% -3.2%
2009 20.7% -7.5% 11.9% 17.1% -0.4%
2008 -35.9% -16.1% -1.2% -7.6% -16.3%
2007 7.5% 5.0% 9.0% -3.6% -2.5%
2006 20.7% 9.1% -2.0% 5.7% 6.9%
2005 21.2% 6.8% 6.0% 6.8% 0.3%
2004 19.9% 7.5% 2.4% 2.6% 6.0%
2003 28.1% -11.9% 26.3% 2.9% 11.9%
2002 -7.2% 8.6% -1.1% -17.7% 4.9%
2001 3.9% 3.6% 5.9% -13.2% 9.1%
2000 17.8% -2.0% 7.9% 4.0% 7.2%
1999 36.4% 8.5% 11.0% 4.6% 8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland

Fund Info

  • Launch date04/12/1998
  • Share Class size861Mn
  • Base currencyUnits
  • ISIN FR0010588343

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).