FIXED INCOME
R-co Valor Bond Opportunities – Key points
Fund managers
A flexible bond fund with a « Carte blanche » philosophy
A global exposure to Fixed Income markets
Emmanuel Petit Partner & Head of Fixed Income
Julien Boy Fixed Income Manager
A total return approach
A flexible management
Modified duration: between - 3 and + 8
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Annual performance objective above: ESTER Capitalised + 2.0% (I EUR share)
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Credit universe: up to 50% HY and NR
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Samuel Gruen Fixed Income Manager
Geography: up to 20% from non- OECD countries, including EM
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Volatility target¹: < 5%
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SRI risk: 2/7
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Currency: up to 30% excluding euro
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Source : Rothschild & Co Asset Management – 31/12/2024 Teams are subject to change.
Public We have classified this product in risk class 2 out of 7, which is a low risk class and mainly reflects a discretionary management policy that exposes the portfolio in a diversified way to the interest rate markets over the medium term. In other words, the potential losses related to the future performance of the product are low and, if the situation were to deteriorate in the markets, it is very unlikely that our ability to pay you would be affected. The risk indicator assumes that you hold the product for 3 years, otherwise the actual risk may be very different and you may get less in return.
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