Market Perspective Sitting tight Issue 122 | 12 November 2020 Page 2 | Market Perspective | November 2020 Foreword A distributable vaccine may be a little closer, and the new US administration may be

1 Based on the latest UN estimate, 7th August 2019 2 World Population Review, 2020 3 World Economic Forum, 2020 4 Market Cap, MSCI, Bloomberg data 5 Emerging Asia IMF definition William Haggard

Rothschild & Co Risk Based Indices: Methodologies July 12, 2019 2 Contents 1. Introduction 4 1.1 Index Objective and Highlights 4 1.2 Family of Indices 4 2. Investment Equity

Monthly Report As of 2/28/2023 Rothschild & Co Risk-Based UK Index The R&CO Risk-Based UK Index provides an alternative to market-cap weighting with a risk-based approach to index construction. The

Despite a modest setback in September, global markets continued their upward trend in the third quarter; the MSCI World Equity index returned +6.9% in local currency, or +8.1% in USD terms, while US

Marktausblick Besser für Menschen, schlechter für Anleihen Ausgabe 112 | März / April 2021 03 Schnelle Trendwende Erholung der Anleihen im Kontext 03 Einführung in SPACs Was hinter dem Hype

Deposit insurance protects account balances CHF 100 000 The protection is limited to a maximum of CHF 100 000 per client and institution. Multiple accounts are added together. Guarantee Deposit

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LongRun Equity Fund – USD KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ●

Portfolio manager’s commentary Portfolio closes out the year positively Notwithstanding a challenging financial year, the portfolio has ended 2021 delivering positive absolute performance. In