Monthly Market Summary July 2023 1 | Rothschild & Co Wealth Management | Monthly Market Summary | July 2023 Summary: Global equities hit fresh 2023 highs Global equities rose by a further 3.7% in

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

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

Märkte & Trends September 2023 1 | Rothschild & Co Wealth Management | Märkte & Trends | September 2023 Die Märkte im Überblick: Ein Monat - zwei Hälften Die globalen Aktien fielen im Monatsverlauf

Rothschild & Co Vermögensverwaltung Q4 2023 Rothschild & Co ist ein familiengeführtes Unternehmen in der 7. Generation und wir beraten seit mehr als 250 Jahren unabhängig und kompetent. Hierfür

Mosaique Asset Allocation JUNE 2023 The cyclical risks markets had to deal with in 2022 had been fading, even as geopolitical risks (Ukraine, and heightened China-US tension) remained elevated.

02 STRATEGY & CIO Konjunkturrisiko, Strukturwandel 12 INSIGHTS: KÜNSTLICHE INTELLIGENZ Künstliche Intelligenz: Wettlauf mit der Zukunft 08 PORTFOLIO MANAGEMENT Wie die Portfolios das erste

Mosaique Balanced USD QUARTERLY REPORT I OCTOBER 2023 Rothschild & Co WM Fund (SICAV SIF) This is not a promotion or solicitation of the Rothschild & Co WM SICAV SIF – Mosaique Balanced USD, which

Sector / Stock Period Beat / Miss Comment Earnings quality Outlook Consumer Discretionary Amazon Q3-23 Beat Amazon reported Q3 23 results in line on the top and greatly ahead on the bottom line; the

YTD 2024 Cumulated Annualised Cumulated Annualised Strategy 16.2% 40.8% 9.8% 89.1% 8.6% Gold 16.7% 37.7% 9.1% 81.1% 8.0% Since Fund Launch (Nov20) Since Strategy Launch (Oct16) 1200 1400 1600 1800