2025 Marketing & Communication Strategy

EUROPEAN EQUITIES

R-co Thematic Real Estate: track record over the years

Cumulative performance

180,6%

127,3%

35,1%

5,3%

0,9%

0,9%

-1,3%

-1,3%

-3,9%

-19,7%

-24,9%

YTD 2024

1 year

3 years

5 years

10 years

1 Since inception

R-co Thematic Real Estate I EUR

IEIF NTR

Annualised performance

Risk indicators

Since inception¹

2024

3 years

5 years 10 years

1 year

3 years

5 years

R-co Thematic Real Estate I EUR

0,9% -1,3% -4,3% 3,1% 6,8%

Volatility

16,1%

21,9%

23,8%

IEIF NTR

-1,3% -9,1% -7,3% 0,5% 5,4%

Sharpe Ratio

-0,17

-0,16

-0,24

Public

1 – Inception date: 28/04/2009 Source: Rothschild & Co Asset Management – 31/12/2024

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