Edmond de Rothschild India E EUR/  FR0010594309  /

The management objective for the Product is to grow net asset value over a recommended investment period of more than 5 years, by investing in companies in the Indian subcontinent (essentially India, but also Pakistan, Sri Lanka and Bangladesh), in accordance with selection criteria described in the investment strategy. These companies will be selected on the basis of an analysis that combines financial profitability and compliance with non-financial criteria. The Product is managed actively, which means that the Manager makes investment decisions in line with the Product's investment policy with a view to achieving the Product's objectives. This active management process includes taking decisions related to asset selection, regional allocation, sectoral views and overall market exposure. The Manager is in no way limited by the composition of the benchmark index in the positioning of the portfolio, and the Product may not hold all the components of the benchmark index, or even any of the components in question at all. The fund may diverge wholly or significantly from the benchmark index or, occasionally, very little. The Product implements an active stock-picking management strategy, selecting stocks from an investment scope comprising securities issued in the Indian sub-continent. Securities will be selected on the basis of both financial and non-financial criteria, so as to meet the requirements of Socially Responsible Investment. The philosophy underlying the management of the Product is to invest in companies whose strategic and operational choices are guided by overall performance - economic and financial, social-societal, governance-related and environmental - and which treat their internal and external stakeholders with the respect and trust they deserve. The Product's investment universe includes all listed companies from the Indian subcontinent with a market capitalisation in excess of €500 million. Securities are selected in accordance with traditional financial analysis ratios (including price/sales, price/assets, PER, price/cash flow, earnings growth, etc.) and on the basis of non-financial environmental, social-societal and corporate governance criteria.

The management objective for the Product is to grow net asset value over a recommended investment period of more than 5 years, by investing in companies in the Indian subcontinent (essentially India, but also Pakistan, Sri Lanka and Bangladesh), in accordance with selection criteria described in the investment strategy. These companies will be selected on the basis of an analysis that combines financial profitability and compliance with non-financial criteria. The Product is managed actively, which means that the Manager makes investment decisions in line with the Product's investment policy with a view to achieving the Product's objectives. This active management process includes taking decisions related to asset selection, regional allocation, sectoral views and overall market exposure. The Manager is in no way limited by the composition of the benchmark index in the positioning of the portfolio, and the Product may not hold all the components of the benchmark index, or even any of the components in question at all. The fund may diverge wholly or significantly from the benchmark index or, occasionally, very little.