Robeco Global Stars Equities Fund

Ranked 89 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Michiel Plakman

Objective

The Fund’s objective is to offer a well-diversified global equity portfolio which aims to achieve a higher return than its Benchmark. The Fund invests mainly in equities of large and well-known companies. Stock selection focuses on the shares of medium and large companies. Stocks are selected on the basis of above average earnings prospects in the medium to long term, with valuation also playing an important role. In the selection of investments, choices are made regarding distribution across regions, sectors, individual stocks and currencies.

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 10.5%
2018 -3.3% -7.5% 9.5% 7.5% -11.2%
2017 16.6% 6.0% 2.8% 1.9% 5.0%
2016 23.6% 1.0% 5.7% 8.8% 6.4%
2015 2.5% 6.1% -3.7% -9.5% 10.9%
2014 10.5% -1.1% 3.3% 3.9% 4.1%
2013 24.4% 16.1% 1.2% 0.5% 5.3%
2012 10.6% 10.5% -4.3% 5.6% -1.0%
2011 -9.4% 2.3% -2.3% -15.6% 7.4%
2010 15.6% 9.6% -12.7% 8.8% 11.1%
2009 22.3% -11.1% 8.4% 21.8% 4.2%
2008 -22.2% -9.3% -0.8% -11.2% -2.6%
2007 7.4% 1.5% 5.2% 0.9% -0.3%
2006 5.5% 6.3% -7.6% 3.9% 3.3%
2005 24.6% 1.0% 7.1% 7.3% 7.3%
2004 5.5% -0.2% 1.6% -1.4% 5.5%
2003 14.1% -2.3% 9.4% 2.2% 4.4%
2002 -30.5% 3.0% -16.7% -19.9% 1.1%
2001 -19.6% -14.1% 2.6% -18.1% 11.3%
2000 -3.6% 1.9% -1.3% 2.1% -6.2%
1999 39.6% 6.9% 4.7% -3.7% 29.6%
1998 30.9% 11.6% 8.0% -12.8% 24.6%
1997 19.7% 6.0% 13.4% 5.9% -6.0%
1996 8.2% 5.9% 1.6% 1.3% -0.7%
1995 16.4% -0.2% 3.7% 6.0% 6.1%
1994 -1.7% 0.5% -0.6% -0.5% -1.0%
1993 24.7% 9.0% 2.4% 7.6% 3.8%
1992 27.2% 4.3% -2.9% 9.4% 14.9%
1991 13.2% 14.3% 3.0% -0.2% -3.6%
1990 -19.4% -8.2% 0.6% -17.7% 6.1%
1989 30.8% 7.4% 9.2% 6.5% 4.8%
1988 12.4% 3.4% 5.9% 0.6% 2.0%
1987 -13.1% 4.7% 8.2% 3.1% -25.5%
1986 39.7% 19.9% -1.9% 12.7% 5.4%
1985 33.4% 2.8% 3.1% 3.0% 22.3%
1984 16.4% 6.3% -5.8% 9.2% 6.5%
1983 35.9% 18.6% 6.0% 4.1% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 5.55%
Charter Communications Inc ORD 4.91%
Vivendi SA ORD 4.73%
Alphabet Inc ORD 4.30%
Roche Holding AG Par 4.18%
Union Pacific Corp ORD 4.02%
Royal Dutch Shell PLC ORD 3.88%
ING Groep NV ORD 3.20%
Parker-Hannifin Corp ORD 3.17%
Visa Inc ORD 2.95%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date03/03/1938
  • Share Class size2,661Mn
  • Base currencyEUR
  • ISIN NL0000289783

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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