2025 Marketing & Communication Strategy

EUROPEAN EQUITIES

R-co 4Change Net Zero Equity Euro: key selling points to keep in mind

1 st quartile Morningstar Category over 3 years

73% SBTi validated companies

50 Holdings

AA MSCI ESG Rating

Key selling points

A fund positioned to benefit from the leading advantage of Europe in terms of environmental transition • Culture & regulation • Increasing part of renewable energy in the mix • Necessity to have access to an affordable energy

One of the pioneer fund on the transition thematic • 5 years track record on the fund, 10 years expertise on the strategy (trough dedicated funds)

Demonstration of our ability to combine financial & sustainable performance since inception • Best fund among the climate peer group on a 3- and 5-years period, outperformance on a 3 years period vs benchmark (Eurostoxx), over delivery on our commitment to reduce carbon intensity by 7% per year on average

Public

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Source: Rothschild & Co Asset Management – 31/12/2024

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