Robeco Global Growth Trends Equities D EUR

Ranked 249 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Henk Grootveld

Henk Grootveld is head of the trends investing equity team at Robeco. He has been manager of the Robeco Global Growth Trends fund since November 2013 and manager of Rolinco since 2010. Grootveld joined Robeco in 2001 and has been head of the financials team, head of the European team, head of the consumer staples team and a member of the North American equities team. Prior to joining Robeco, Henk was employed by Aegon Asset Management as a portfolio manager European Equities and at ING Barings as an equity strategist. Henk holds a Master's degree in Operation Research/ Econometrics From Erasmus University in Rotterdam.

Marco van Lent

Marco Van Lent was born in Rosmalen in the Netherlands in the early sixties. He studied at Tilburg University. He started his career over two decades ago as a European analyst in 1985 with MeesPierson, and also worked as a portfolio manager for Van Spaendock and Phillips Pension Fund. In 2005 he joined Van Lanschot where he worked for two years before joining Robeco where he is currently a portfolio manager. Marco is a member of the Dutch Securities Institute and outside of work he enjoys tennis, skiing, squash and reading.

Objective

The aim of the Sub-fund is to provide long term capital growth by taking exposure of at least two-thirds of its total assets to equities of companies all over the world which benefit from growth trends in consumer spending, corporate investments and financial growth trends. The Sub-fund may hold the major part of its investments in companies domiciled in emerging countries (as defined in Emerging Countries Equity) or in companies that derive the majority of their revenues from emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.2%
2018 -5.6% -1.4% 4.6% 7.5% -14.9%
2017 24.6% 11.2% 4.1% 4.1% 3.3%
2016 25.3% 4.1% 6.8% 11.5% 1.2%
2015 1.8% 7.8% -4.9% -8.0% 7.9%
2014 5.1% -1.8% 1.1% 3.1% 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Cisco Systems Inc ORD 2.73%
Voya Financial Inc ORD 2.64%
Microsoft Corp ORD 2.62%
Macquarie Group Ltd ORD 2.58%
Sun Life Financial Inc ORD 2.46%
GN Store Nord A/S ORD 2.38%
JPMorgan Chase & Co ORD 2.28%
Kering SA ORD 2.25%
Hoya Corp ORD 2.22%
IQVIA Holdings Inc ORD 2.21%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date14/11/2013
  • Share Class size11Mn
  • Base currencyUnits
  • ISIN LU0974293671

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).