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What's New In Investments, Funds? - Edmond De Rothschild AM, Wisdom Tree

Editorial Staff, 12 October 2021


The latest offerings in investments, such as funds and structured products, and other notable developments.

Edmond de Rothschild Asset Management
Edmond de Rothschild Asset Management’s BRIDGE V Infrastructure Debt platform has reached its target and has to date raised more than €1.2 billion ($1.39 billion), beating its predecessor’s closing from February last year.

Separately, the firm said that Gauri Kasbekar-Shah has joined as head of energy investments from NatWest, where she served as managing director.

BRIDGE V, run by Jean-Francis Dusch and its London and Geneva-based teams, is part of Edmond de Rothschild Asset Management’s private markets platform. It oversees almost SFr20 billion ($21.6 billion) of assets under management. 

The new fund invests in areas such as energy transition, digital infrastructure, transport (including “green mobility”), social (including “energy efficiencies”) and cleaner utilities. It has also planned geographic expansion, beyond its core investors base from Germany, France, Belgium, Switzerland, Spain, Italy, Austria, Slovakia and South Korea

The BRIDGE IV fund closed at €1.25 billion in February last year.

WisdomTree, the exchange-traded fund and exchange-traded product sponsor, listed one of its ETFs - a commodities ETF - on the London Stock Exchange and Germany’s Börse Xetra.

The firm has listed WisdomTree Enhanced Commodity ex-Agriculture UCITS ETF; it has a management expense ratio of 0.35 per cent. In July 2021, WisdomTree listed the euro-hedged share class of the ETF on the German stock market.

WXAG seeks to track the performance, before fees and expenses of the Morgan Stanley RADAR ex Agriculture & Livestock Commodity Total Return Index. The index provides a diversified commodity exposure, covering energy, industrial metals and precious metals, including platinum and palladium.

“We are currently in a supportive environment for commodities. As the global economic recovery begins to take shape and supply tightens across some raw materials, we have seen many commodities experience strong price gains in 2021 with some hitting multi-year highs,” Nitesh Shah, director of research, Europe, WisdomTree, said.

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