Robeco QI European Conservative Equities C £Register to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.3 | 16.1 | -5.8 | 6.6 | 6.6 | |
+/-Cat | -5.6 | 0.8 | 2.5 | -5.0 | 0.8 | |
+/-B’mrk | -3.9 | -1.5 | -1.2 | -6.6 | -0.8 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 03/10/2024 | GBP 126.14 | |
Day Change | 0.16% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1321401629 | |
Fund Size (Mil) 03/10/2024 | EUR 463.35 | |
Share Class Size (Mil) 31/08/2024 | GBP 1.85 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.63% |
Morningstar Research |
Analyst Report | 08/01/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
Robeco QI European Conservative Equities adopts a repeatable, disciplined, and well-conceived approach to harvest the low-volatility factor. Its process is rooted in empirical research and executed by quantitative experts, earning the strategy a... | |
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 QI European 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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Arlette van Ditshuizen 07/08/2007 | ||
Jan Sytze Mosselaar 01/07/2014 | ||
Click here to see others | ||
Inception Date 18/11/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco QI European Conservative Equities C £ | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Novo Nordisk A/S Class B | Healthcare | 3.88 |
GSK PLC | Healthcare | 3.02 |
Deutsche Telekom AG | Communication Services | 2.97 |
Novartis AG Registered Shares | Healthcare | 2.97 |
Unilever PLC | Consumer Defensive | 2.95 |
Increase Decrease New since last portfolio | ||
Robeco QI European Conservative Equities C £ |