Rothschild & Co Asset Management Europe is broadening its fund range with R-co Valor 4Change Global Equity. The new fund invests in international equities and seeks to enhance financial performance through an ESG approach.
R-co Valor 4Change Global Equity is co-managed by Yoann Ignatiew and Anthony Bailly, in line with their tradition of conviction and active management. Thanks to the opportunistic "carte blanche" approach, the investment team may deviate from the benchmark in terms of style, geography and sector. The fund builds its strategy around the major global themes of today and tomorrow, within a framework that respects the requirements of the most demanding ESG labels (Febelfin, Label ISR) in Europe.
For transparency purposes, Rothschild & Co Asset Management Europe has selected MSCI ESG Research, an external, independent and market-leading provider. R-co Valor 4Change Global Equity is currently rated AA and has a transition objective. The investment team firmly believes that the involvement of the most contested players will be essential to a sustainable transition, promoting an inclusive approach.
"With this new fund, we want to provide a pragmatic and effective solution to the diversification needs of our institutional and retail clients, through the combination of our long-standing experience managing "carte blanche" strategies and our commitment to a more sustainable finance" says Yoann Ignatiew.
And Anthony Bailly adds, “Transition and engagement are two key aspects of our investment philosophy, which lead us to favor companies showing ambitious and credible transition objectives. This approach is implemented across all ESG themes, including the social pillar despite being often overlooked.”
R-co Valor 4Change Global Equity is currently distributed in France, Belgium, the Netherlands, Switzerland, Spain, Germany, Italy and Luxembourg.
The level of risk of the UCITS is 6 (volatility of between 15% and 25%) on the SRRI scale from 1 to 7. Lower risk, potentially lower return. Higher risk, potentially higher return.
Before any investment, each investor must imperatively read the key investor information document (KIID) and prospectus of the UCI carefully.The KIID, the full prospectus are available on our website: www.am.eu.rothschildandco.com.
