2025 Marketing & Communication Strategy

EUROPEAN EQUITIES

R-co Conviction Equity Value Euro: track record over the years

Cumulative performance

143,3%

106,1%

98,8%

58,8%

39,7%

29,8%

13,6%

12,4%

9,3%

9,3%

3,1%

3,1%

1

2024

1 year

3 years

5 years

10 years

Since inception

R-co Conviction Equity Value Euro I EUR

Euro Stoxx ® NR

Annualised performance

Risk indicators

Since inception

1 year

3 years

5 years

2024 3 years 5 years 10 years

1

R-co Conviction Equity Value Euro I EUR

Volatility

12.3%

17.4%

24.0%

3.1% 4.0% 5.4% 4.7% 4.9%

Sharpe Ratio

-0.04

0.10

0.17

Euro Stoxx ® NR

9.3% 4.3% 6.9% 7.1% 6.1%

Public

1 – I EUR share inception date: 30/12/2009 Source: Rothschild & Co Asset Management – 31/12/2024

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