Rothschild & Co Vermögensverwaltung Q2 2023 Rothschild & Co ist ein familiengeführtes Unternehmen in der 7. Generation und wir beraten seit mehr als 250 Jahren unabhängig und kompetent. Hierfür

Monthly Market Summary April 2023 1 | Rothschild & Co Wealth Management | Monthly Market Summary | April 2023 Summary: A return to calmer seas Capital markets were quiescent in April: global

COUNTRY OF REGISTRATION FR CH ES LU ANNUALISED PERFORMANCE (%) ISIN Net Asset Value AuM LU1302867715 1442,21 S₣ 831,8 M€ The company's investment objective is to achieve long-term capital

Fund objective The Rothschild & Co Bond Fund USD offers a highly diversified, actively managed, cost efficient and liquid investment solution. The Fund has a proven track record of strong risk

COUNTRYOFREGISTRATION FR AT CH DE ES LU ANNUALISEDPERFORMANCE(%) ISIN Net Asset Value AuM LU1302867392 2514,77 $ 830,16 M€ Thecompany'sinvestmentobjectiveistoachievelong-termcapital

Growth Equity Update August 2024 – Edition 29 ▪ July was a strong month for European venture capital raises: The R&Co Deal Monitor recorded c$3.6bn of raises, second best of the year,

COUNTRYOFREGISTRATION FR AT CH DE ES LU ANNUALISEDPERFORMANCE(%) ISIN Net Asset Value AuM LU1302866741 2495,48 € 838,94 M€ Thecompany'sinvestmentobjectiveistoachievelong-termcapital

Fixed Income Views May 2024 Fixed Income Views | 1 Fixed Income Allocation Within bond markets, we continue favour longerduration exposure across all currency bases, despite bonds’ renewed

SHARP Bench. Ann. Return 6.6% 6.3% Ann. Volatility 7.5% 9.3% Sharpe Ratio 0.62 0.47 Max. Drawdown -14.2% -19.7% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SHARP 2024 0.2% 1.2% 3.2% 4.7% 2023

ANLAGEZIEL Das Ziel des Fonds ist langfristiges Kapitalwachstum bei breiter Diversifikation durch liquide Wertpapiere. ANLAGEPOLITIK ■ Bewertung der Marktprognosen und taktische Allokation zur