Robeco Emerging Stars Equities IL £Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 6.3 | 1.6 | -10.7 | 11.2 | 3.1 |
![]() | +/-Cat | -7.7 | 3.1 | 1.4 | 7.1 | -2.4 |
![]() | +/-B’mrk | -7.5 | 2.5 | -2.8 | 7.2 | -3.9 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 13/08/2024 | GBP 184.77 | |
Day Change | 0.56% | |
Morningstar Category™ | Global Emerging Markets Equity | |
IA (formerly IMA) Sector | Global Emerging Markets | |
ISIN | LU1377970469 | |
Fund Size (Mil) 13/08/2024 | EUR 2048.27 | |
Share Class Size (Mil) 31/07/2024 | GBP 153.15 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 18/02/2022 | 1.17% |
Morningstar Research |
Analyst Report | 20/12/2023 Mathieu Caquineau, Director Morningstar, Inc |
Robeco Emerging Stars gives investors’ access to emerging markets with a value lens. Under experienced leadership, this high-conviction approach effectively blends top-down country allocation with bottom-up stock selection. The fund’s clean and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Robeco Emerging Stars Equities IL £ |
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. The Sub-fund will take exposure of at least two thirds of its total assets to equities of companies incorporated or exercising a preponderant part of their economic activities in Emerging Countries. The Robeco Emerging Stars Equities portfolio has a focused, concentrated portfolio with a small number of larger bets. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
J. Van der Hart 02/11/2006 | ||
Karnail Sangha 02/11/2006 | ||
Inception Date 17/03/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR EUR | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Emerging Stars Equities IL £ | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.74 |
![]() | ![]() | 4.91 |
![]() | ![]() | 4.84 |
![]() | ![]() | 4.33 |
![]() | ![]() | 3.94 |
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Robeco Emerging Stars Equities IL £ |