2025 Marketing & Communication Strategy

INTERNATIONAL EQUITIES

R-co Valor: track record over the years

Cumulative performance

2166,8%

123,7%

45,8%

21,2%

16,7%

16,7%

2024 YTD

1 year

3 years

5 years

10 years

Since inception¹

R-co Valor C EUR

Annualised performance

Risk indicators

1 year

3 years

5 years

Since inception¹

2024

3 years

5 years 10 years

Volatility

10,3%

13,0%

15,6%

R-co Valor C EUR 16,7% 6,6% 7,8% 8,4% 10,7%

Sharpe Ratio

1,28

0,33

0,41

Public

74

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

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