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ThematicInvestments Quarterly Update April 2024 Public 2 Thematic Investments Quarterly update: Q1 2024 Sources: Rothschild & Co, Bloomberg Top Q1 stories from a thematic perspective • Artificial

WMUK Policy: Order Execution 24/07/2025] Internal Rothschild & Co Wealth Management UK Order Execution Policy DOCUMENT DATE: July 2025 WMUK Policy: Order Execution 24/07/2025] Internal

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Swiss custody A guide to our relationship with you A GUIDE TO OUR RELATIONSHIP WITH YOU | MARCH 2026 2 WELCOME We believe it is important that you have a good understanding of the services we offer

MESSAGE FROM THE CIO Our Mosaique approach delivers portfolios which aim to outperform the strategic benchmark ARC1 by harnessing market and macroeconomic trends. This requires us to build liquid and

SHARP Bench. Ann. Return 5.9% 5.4% Ann. Volatility 7.2% 9.2% 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 Bench. 2023 3.5% -2.3% 2.3% 3.5%

Hydrogen Certificate (H2C) Strategy Thematic global equity exposure to best capture the developments of the hydrogen economy. Concentrated portfolio of 25 - 30 stocks that demonstrate above-average

SHARP Bench. Ann. Return 5.8% 5.5% Ann. Volatility 7.1% 9.2% Sharpe Ratio 0.6 0.4 Max. Drawdown -14.2% -19.7% 80 100 120 140 160 180 12/16 05/18 09/19 02/21 06/22 SHARP 50/50 Jan Feb Mar Apr May Jun

PAYSD'ENREGISTREMENT FR AT CH DE ES IT LU NL PERFORMANCESANNUALISÉES(%) ISIN Valeur liquidative Actifs sous gestion FR0013513140 883,65 € 105,31 M€ L’objectifdegestionducompartimentestd’