Robeco QI European Conservative Equities D €Register to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.7 | 15.6 | -6.2 | 6.2 | 5.1 |
![]() | +/-Cat | -6.1 | 0.3 | 2.1 | -5.4 | -0.6 |
![]() | +/-B’mrk | -4.3 | -2.0 | -1.6 | -7.0 | -1.9 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 15/07/2024 | EUR 246.16 | |
Day Change | -0.65% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU0339661307 | |
Fund Size (Mil) 12/07/2024 | EUR 459.24 | |
Share Class Size (Mil) 30/06/2024 | EUR 69.62 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 07/09/2022 | 1.01% |
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 | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Robeco QI European Conservative Equities D € |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Arlette van Ditshuizen 07/08/2007 | ||
Jan Sytze Mosselaar 01/07/2014 | ||
Click here to see others | ||
Inception Date 25/01/2008 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Robeco QI European Conservative Equities D € | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 3.90 |
![]() | ![]() | 3.08 |
![]() | ![]() | 3.03 |
![]() | ![]() | 2.98 |
![]() | ![]() | 2.98 |
![]() | ||
![]() ![]() ![]() | ||
Robeco QI European Conservative Equities D € |