Edmond de Rothschild Fund Europe Synergy A EUR/  LU1102959951  /

The Product"s objective is to outperform its benchmark through exposure to equity markets, of European markets by selecting securities on a discretionary basis in an investment scope comparable to its benchmark. The Investment Manager will systematically include environmental, social and governance (ESG) factors in their financial analysis in order to select the highest-rated companies. At least 90% of portfolio companies receive ESG rating. The selection process includes a positive screening by selecting through a best in universe approach and a negative screening, whereby the Investment Manager has established a formal exclusion policy that integrates the exclusion of controversial companies related to weapon, coal and tobacco. Further details on the responsible investing approach applied on the Product can be found on the Investment Manager website: https://www.edmond-de-rothschild.com/en/Pages/Responsible-investment.aspx. The Product Classifies as Article 8(1) SFDR as it promotes a combination of ESG characteristics, although no reference benchmark has been designated for the purpose of attaining. In view of its ESG strategy, the Product promotes environmental characteristics but does not invest in environmentally sustainable economic activities. The investments underlying this financial product do not take into account the EU criteria for environmentally sustainable economic activities, in the context of the Taxonomy Regulation. The Investment Manager will seek to select stocks of companies subject to take-overs or engaged in a restructuring process. Between 75% and 110% of the Product"s net assets will be invested in equities issued by companies headquartered in the European Union, in other countries of the European Economic Area (EEA). For cash management purposes, the Product may invest up to 25% of its net assets in transferable debt securities, Money Market Instruments, term deposits and Money Market Funds.

The Product"s objective is to outperform its benchmark through exposure to equity markets, of European markets by selecting securities on a discretionary basis in an investment scope comparable to its benchmark.