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R-co Valor Balanced C Eur (0P0001F34F)

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127.880 -0.090    -0.07%
29/04 - Closed. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 530.41M
Type:  Fund
Market:  France
Issuer:  Rothschild & Co Asset Management Europe
ISIN:  FR0013367265 
Asset Class:  Equity
R-co Valor Balanced C EUR 127.880 -0.090 -0.07%

0P0001F34F Overview

 
On this page you'll find an in-depth profile of R-co Valor Balanced C Eur. Learn about the key management, total assets, investment strategy and contact information of 0P0001F34F among other information.
Category

EUR Moderate Allocation - Global

Total Assets

530.41M

Expenses

1.29%

Inception Date

Oct 26, 2018

Investment Strategy

Achieve capital growth over a recommended investment horizon of three to five years via exposure to equity and fixed-income markets with a balanced profile, discretionary asset allocation and a selection of financial securities based on the financial analysis of issuers. In order to achieve the management objective, the sub-fund will invest half of its assets in Rothschild & Co Asset Management’s “Valor” strategy and the other half of its assets in Rothschild & Co Asset Management’s “Euro Crédit” strategy.

Contact Information

Address 29, avenue de Messine
Paris, 75008
France
Phone 01 40 74 40 84

Top Executives

Name Title Since Until
Emmanuel Petit - 2018 Now
Yoann Ignatiew - 2018 Now
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