Robeco Global Consumer Trends Equities I $Register to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 45.0 | 2.9 | -28.9 | 25.5 | 8.1 | |
+/-Cat | 21.3 | -11.6 | -10.8 | 9.4 | 1.3 | |
+/-B’mrk | - | -15.1 | -9.9 | 3.2 | 0.3 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 27/03/2024 | USD 314.64 | |
Day Change | 0.13% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | LU0936248318 | |
Fund Size (Mil) 26/03/2024 | EUR 4294.94 | |
Share Class Size (Mil) 29/02/2024 | USD 226.61 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 18/02/2022 | 0.93% |
Morningstar Research |
Analyst Report | 12/04/2023 Jeffrey Schumacher, Director Morningstar, Inc |
Robeco Global Consumer Trends Equities continues to benefit from talented portfolio managers and a solid investment process. It earns Above Average People and Process ratings, leading to Morningstar Analyst Ratings of Neutral for the most... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Robeco Global Consumer Trends Equities I $ |
The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jack Neele 01/07/2007 | ||
Richard Speetjens 01/12/2010 | ||
Inception Date 31/05/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Global Consumer Trends Equities I $ | 31/01/2024 |
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Top 5 Holdings | Sector | % |
Visa Inc Class A | Financial Services | 5.00 |
NVIDIA Corp | Technology | 4.93 |
Microsoft Corp | Technology | 4.32 |
Amazon.com Inc | Consumer Cyclical | 4.26 |
L'Oreal SA | Consumer Defensive | 3.92 |
Increase Decrease New since last portfolio | ||
Robeco Global Consumer Trends Equities I $ |