10170 EN 09.21 1 / 7 Investment Questionnaire – Individuals First and Last Name: Year of Birth: Date: Our perspective At Rothschild & Co, we recognise that no two people have exactly the same

Kundeninformation Einlagensicherung Schweiz Hier finden Sie alle wichtigen Informationen über Funktionsweise und Umfang von esisuisse, der Schweizer Einlagensicherung. Wie funktioniert die

Ann. Perf Vol Sharpe Tracking Er. Beta Correl. Strategy 7.8% 13.7% 0.5x 4.9% 93% 95% Gold 3.9% 16.0% 0.2x YTD 2023 1y 3y 5y Since Live Long-Term Strategy -0.2% -5.9% 5.7% 6.2% 6.0% 7.8% Gold 0.6% -

MONTHLY FULL YEAR JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC FUND BENCHMARK DIFFERENCE 2023 9.8 2.4 2.4 0.5 0.3 3.5 -0.2 -2.5 16.9 8.6 8.3 2022 -9.1 -4.0 2.6 -5.1 -4.9 -8.7 10.2 -8.1 -9.8 5.0

PAYSD'ENREGISTREMENT FR AT CH DE ES IT LU NL PERFORMANCESANNUALISÉES(%) ISIN Valeur liquidative Actifs sous gestion FR0013513140 895,8 € 31,41 M€ L’objectifdegestionducompartimentestd’

Gebührenübersicht Beratungsmandat JANUAR 2023 TITELBILD Marmorierte Vorsätze in L’Inoubliée von Hélène de Zuylen de Nyevelt, geborene de Rothschild (1863-1947). Nach dem Tod ihrer Mutter Adèle,

SHARP 50/50 Ann. Return 5.5% 4.7% Ann. Volatility 7.1% 9.1% Sharpe Ratio 0.6 0.4 Max. Drawdown -14.2% -19.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec SHARP 50/50 2022 -2.9% -0.9% 0.4% -4.3% -

Hydrogen Certificate (H2C) Strategy Thematic global equity exposure to best capture the developments of the hydrogen economy. Concentrated portfolio of 25 stocks that demonstrate above-average

Pre-contractual disclosure for the financial products referred to in Article 8 of Regulation (EU) 2019/2088 Sustainable investment means an investment in an economic activity that contributes to an

ROTHSCHILD & CO BANK AG | MARCH 2024 Top 5 Execution Entities by Volume and Quality of Execution Disclosures Top 5 Execution Entities by Volume and Quality of Execution Disclosures | March 2024