EUROPEAN EQUITIES
R-co 4Change Net Zero Equity Euro: track record over the years
Cumulative performance
37,4%
37,4%
31,3%
31,3%
17,2%
13,6%
9,3%
9,3%
7,5%
7,5%
1
2024
1 year
3 years
5 years
Since transformation
R-co 4Change Net Zero Equity Euro I EUR
Euro Stoxx ® NR
Annualised performance
Risk indicators
Since transformation¹
2024
3 years
5 years
1 year
3 years
5 years
R-co 4Change Net Zero Equity Euro I EUR
7,5% 5,4% 5,6% 5,6%
Volatility
12,7%
16,7%
20,9%
Euro Stoxx ® NR
9,3% 4,3% 6,6% 6,6%
Sharpe Ratio
0,30
0,19
0,20
Public
1 – Transformation date: 31/12/2019. Since 31/12/2019, the stock selection process has included an analysis of the ESG aspects of companies. Performance prior to this date was therefore achieved under conditions that no longer apply. Source: Rothschild & Co Asset Management – 31/12/2024
157
Made with FlippingBook Learn more on our blog