Robeco QI Global Conservative Equities D EUR

Ranked 213 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jan Sytze Mosselaar

Jan Sytze Mosselaar is a portfolio manager within the quantitative equities team. His primary responsibility is Robeco's Low-volatility strategies, called Conservative Equities. He started his career in 2004 at Robeco and worked for ten years as a senior portfolio manager in the Robeco asset allocation department, managing multi-asset allocation funds, quantitative allocation funds and fiduciary pension mandates. He also was part of Robeco's asset allocation committee. Jan holds a Master's degree in Business Economics with a specialisation in Finance and Investments from the University of Groningen.

Maarten Polfliet

Maarten Polfliet is a senior portfolio manager within the quantitative equities team of Robeco. His primary responsibility is Robeco's Value strategy. Previously, he was client portfolio manager within the quantitative equities team. Before he joined Robeco in 2005, he was portfolio manager of the Insinger de Beaufort Dutch Equity fund at Bank Insinger de Beaufort. Before that he worked as portfolio manager for private and institutional clients at SNS Bank Nederland since 1999. Maarten holds a Master's degree in Financial Economics from Tilburg University and a Post graduate Master's degree in Financial Analysis from University of Amsterdam.

Arlette van Ditshuizen

Arlette van Ditshuizen graduated from the Erasmus University Rotterdam with a degree in econometrics. She joined Robeco Asset Management in 1997 where she currently works as a senior portfolio manager and specialises in equity portfolio management, derivatives and risk management. Prior to this, she was a coordinator of the structured products team and before this she worked as a researcher. Arlette is a member of the Dutch Securities Institute.

Pim van Vliet

Pim van Vliet is head of the Conservative Equities team at Robeco. His primary responsibility is Robeco’s low-volatility strategy, ‘Conservative Equities’. He joined the company in 2005 as a quantitative researcher responsible for asset allocation research. He has published in the Journal of Banking and Finance, Management Science, the Journal of Portfolio Management and other academic journals. He is a guest lecturer at several universities and advocates low-volatility investing at international seminars. He has authored numerous academic research papers and a book on low-volatility investing. Van Vliet holds a PhD and an MSc (cum laude) in financial and business economics from Erasmus University Rotterdam. In his spare time he enjoys cycling.


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.

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.6%
2018 -2.5% -5.0% 4.2% 5.6% -6.7%
2017 6.5% 4.4% 0.0% -1.2% 3.3%
2016 25.1% 7.4% 10.2% 2.9% 2.7%
2015 7.4% 6.8% -6.6% 0.4% 7.3%
2014 14.3% 1.0% 3.9% 2.7% 6.0%
2013 12.9% 14.7% -2.1% -2.2% 2.7%
2012 9.1% 3.4% 2.7% 2.4% 0.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Cisco Systems Inc ORD 1.20%
Intel Corp ORD 1.19%
Merck & Co Inc ORD 1.18%
Procter & Gamble Co ORD 1.17%
Pfizer Inc ORD 1.15%
Home Depot Inc ORD 1.13%
Mcdonald's Corp ORD 0.95%
Toronto-Dominion Bank ORD 0.95%
Garmin Ltd ORD 0.89%
Lockheed Martin Corp ORD 0.89%

Registered For Sale In

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

Fund Info

  • Launch date14/12/2011
  • Share Class size28Mn
  • Base currencyUnits
  • ISIN LU0705782398

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • 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).