Robeco Chinese Equities I €Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 58.3 | -16.4 | -21.3 | -23.2 | -3.9 |
![]() | +/-Cat | 24.4 | -1.6 | -5.5 | -2.8 | -2.3 |
![]() | +/-B’mrk | - | 4.7 | -10.9 | -8.1 | -6.4 |
Category: China Equity | ||||||
Category Benchmark: Morningstar China TME NR USD |
Key Stats | ||
NAV 13/08/2024 | EUR 79.15 | |
Day Change | -0.70% | |
Morningstar Category™ | China Equity | |
ISIN | LU0440072238 | |
Fund Size (Mil) 13/08/2024 | EUR 113.31 | |
Share Class Size (Mil) 31/07/2024 | EUR 5.11 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 18/02/2022 | 1.02% |
Morningstar Research |
Analyst Report | 30/06/2024 Morningstar Manager Research, Morningstar, Inc |
The departure of longtime lead manager Victoria Mio has lowered our conviction in Robeco Chinese Equities' investment team. As a result, the strategy's Morningstar Analyst Rating has been lowered to Neutral from Bronze across all share... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Robeco Chinese 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 | ||
Liying Du 01/09/2020 | ||
Inception Date 28/07/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI China 10-40 NR EUR | Morningstar China TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Chinese Equities I € | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.92 |
![]() | ![]() | 9.47 |
![]() | ![]() | 6.99 |
![]() | ![]() | 6.82 |
![]() | ![]() | 6.18 |
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Robeco Chinese Equities I € |