R-co Opal Europe Equity C EUR (0P0000N3OB.F)
Paris - Paris Delayed Price. Currency in EUR
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R-co Opal Europe Equity C EUR
29, avenue de Messine
Management Information
Christophe Jaubert,Lead Manager since January 1, 1999
Christophe Jaubert has been an Investment Committee Member of Rothschild Larch Lane Management Company LLC since it was founded in 2014. Mr. Jaubert joined HDF Finance ("HDF") in 1994 as a Quantitative Analyst. In 1996, he joined the qualitative analysis team in charge of manager selection. He was appointed Director of Research in 1997 and Chief Investment Officer in 1999. For 19 years, Mr. Jaubert actively contributed to the establishment of HDF's investment process and its adaptation to changing market and industry environments. Today, Mr. Jaubert is Deputy CEO and co-Chief Investment Officer of Rothschild Investment Solutions, focusing on Alternative Investments. Mr. Jaubert graduated in Finance from Paris IX Dauphine University and in Econometrics from the Paris I Sorbonne University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryEUR Aggressive Allocation
Fund FamilyRothschild & Co Asset Management Europe
Net Assets10.36M
YTD Return-10.45%
Yield0.00%
Morningstar Rating★★★
Inception DateMay 4, 1990
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
Expense0P0000N3OB.FCategory Average
Annual Report Expense Ratio (net)2.67%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load4.00%N/A
Max Deferred Sales Load0.00%N/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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