Robeco QI Global Conservative Equities C €Register to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -2.1 | 19.4 | -5.7 | 20.3 | 1.2 |
| +/-Cat | 4.7 | 0.4 | -16.3 | 2.3 | 8.5 |
| +/-B’mrk | 1.7 | -2.3 | -18.3 | 0.7 | 6.1 |
| Category: Global Large-Cap Blend Equity | ||||||
| Category Benchmark: MSCI ACWI NR USD | ||||||
| Key Stats | ||
| NAV 05/08/2022 | EUR 161.03 | |
| Day Change | 0.34% | |
| Morningstar Category™ | Global Large-Cap Blend Equity | |
| ISIN | LU0891727132 | |
| Fund Size (Mil) 05/08/2022 | EUR 408.52 | |
| Share Class Size (Mil) 31/07/2022 | EUR 121.12 | |
| Max Initial Charge | 5.00% | |
| Ongoing Charge 18/02/2022 | 0.61% | |
| Morningstar Research |
| Analyst Report |
A repeatable, disciplined, and well-conceived approach, rooted in empirical research and executed by quantitative experts, earns this strategy a Morningstar Analyst Rating of Silver for its cheaper share classes, while pricier ones are rated... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Above Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Robeco QI Global Conservative Equities C € |
| The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies all over the world. The Sub-fund will focus on investing in equities that show lower expected volatility than average global equity. Conservative stands for the focus on equity with lower expected volatility. |
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| Management | ||
Manager Name Start Date | ||
Jan Sytze Mosselaar 14/12/2014 | ||
Pim Van Vliet 14/12/2014 | ||
| Click here to see others | ||
Inception Date 21/02/2013 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI ACWI NR EUR | MSCI ACWI NR USD |
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| Portfolio Profile for Robeco QI Global Conservative Equities C € | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Apple Inc |  Technology | 2.31 |
| Microsoft Corp | Technology | 2.28 |
| AbbVie Inc |  Healthcare | 2.10 |
| Merck & Co Inc | Healthcare | 2.03 |
| Johnson & Johnson | Healthcare | 1.97 |
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 Increase  Decrease  New since last portfolio | ||
| Robeco QI Global Conservative Equities C € | ||
