2025 Marketing & Communication Strategy

EUROPEAN EQUITIES

How to play European equities?

4 ways to take advantage of the European opportunity

R-co Core Equity Europe - To benefit from European market with no bias and invest in global leaders

R-co Conviction Equity Value Euro

- To benefit from attractive valuation in Europe

R-co 4Change Net Zero Equity Euro

- To benefit from strong transition leaders

R-co Thematic Real Estate - Take advantage of a heavy discounted sector (-35 % to nav) while being paid to wait (5.4% of dividend yield)

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Source: Rothschild & Co Asset Management – 2024

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