Robeco Capital Growth Funds - Robeco QI Global Conservative Equities C EURRegister to Unlock Ratings |
Performance History | 28/02/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 20.3 | 2.5 | 2.9 | 15.1 | 4.2 |
![]() | +/-Cat | 2.3 | 11.8 | -9.8 | 0.8 | 2.0 |
![]() | +/-B’mrk | 0.7 | 10.2 | -12.3 | -4.2 | 2.1 |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 27/03/2025 | EUR 176.11 | |
Day Change | -0.36% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | LU0891727132 | |
Fund Size (Mil) 27/03/2025 | EUR 438.91 | |
Share Class Size (Mil) 28/02/2025 | EUR 131.99 | |
Max Initial Charge | - | |
Ongoing Charge 03/03/2025 | 0.62% |
Morningstar Research |
Analyst Report | 02/01/2025 Francesco Paganelli, Senior Analyst Morningstar, Inc |
Robeco QI Global 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 a Morningstar... | |
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 Capital Growth Funds - Robeco QI Global Conservative Equities C EUR |
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 01/07/2014 | ||
Pim Van Vliet 13/12/2011 | ||
Click here to see others | ||
Inception Date 21/02/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Capital Growth Funds - Robeco QI Global Conservative Equities C EUR | 31/01/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 2.82 |
![]() | ![]() | 2.74 |
![]() | ![]() | 2.74 |
![]() | ![]() | 2.70 |
![]() | ![]() | 2.17 |
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Robeco Capital Growth Funds - Robeco QI Global Conservative Equities C EUR |