Robeco Global Stars Equities D EUR

Ranked 114 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jan Keuppens

Jan Keuppens holds more than 15 years of experience in the finance industry. He has been managing global equity funds at Robeco since 2005 having joined from Quest Management. Jan started his career at Rabobank as assistant portfolio manager in 1997. He holds a master's in economics from the Catholic University of Leuven. Outside fund management he enjoys golf and chess.

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. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies that mainly operate in mature economies (developed market). The Sub Fund has a focused, concentrated portfolio with a small number of larger bets.

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 10.6%
2018 -3.7% -6.6% 7.4% 7.8% -11.0%
2017 14.0% 6.9% 2.6% 1.1% 2.9%
2016 23.6% 1.0% 7.5% 7.9% 5.4%
2015 5.3% 7.4% -3.2% -5.1% 6.6%
2014 8.8% -0.5% 1.6% 3.2% 4.3%
2013 27.0% 14.5% 1.8% 1.1% 7.8%
2012 14.6% 9.8% -3.3% 5.7% 2.1%
2011 -11.8% 1.1% -5.9% -12.7% 6.2%
2010 11.1% 8.4% -12.4% 7.8% 8.4%
2009 28.5% -11.2% 12.0% 23.2% 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 5.45%
Charter Communications Inc ORD 4.98%
Vivendi SA ORD 4.49%
Alphabet Inc ORD 4.41%
Roche Holding AG Par 4.14%
Union Pacific Corp ORD 4.06%
Royal Dutch Shell PLC ORD 3.88%
Parker-Hannifin Corp ORD 3.18%
ING Groep NV ORD 3.17%
Visa Inc ORD 3.12%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date10/11/2008
  • Share Class size29Mn
  • Base currencyUnits
  • ISIN LU0387754996

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25%

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