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R-Co Valor PB EUR

Ranked 4 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Charles-Edouard Bilbault

Yoann Ignatiew

Yoann Ignatiew has managed the R Valor fund at Rothschild Asset Management since 2008. Before Rothschild Asset Management, he spent time at Banque Privée Saint Dominique, where he was responsible for investment and asset allocation. Between 2004 and 2005 he was at IXIS AM, responsible for tactical allocation for diversified funds. His career began as a fixed income trader for 11 years (CCF and Morgan Stanley) and he spent two years as a European equity broker from 2001 to 2003. Ignatiew graduated from Panthéon Sorbonne University with a degree in money, banking and finance.

Objective

The fund management objective is to seek performance, over a recommended investment period of at least 5 years, through the implementation of a discretionary management based in particular on the anticipation of the evolution of the various markets (equities, ) and the selection of financial instruments based on the financial analysis of issuers. The fund may be invested, depending on the evolution of the markets, between 0 and 100% in equities of any capitalization size (maximum of 20% for small caps) and all geographic areas (and up to 100% for equities). non-OECD countries); between 0 and 100% in bonds of which 20% maximum in convertible bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019
  • Rank 4/67 Total Return
  • Rank 67/67 Standard Deviation
  • Rank 62/67 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.2%
2018 -11.8% -6.1% 5.4% 1.3% -12.0%
2017 14.3% 5.3% 0.7% 4.1% 3.5%
2016 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/09/2016
  • Share Class size32Mn
  • Base currencyEUR
  • ISIN FR0013123544

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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