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Multi Asset Funds

Access to a wide range of different asset classes and investment instruments, drawing from both diversification as well as Robeco´s active investment policies.

Multi asset funds

Robeco Global Tactical Asset Allocation (GTAA)

Robeco GTAA is an absolute return multi-asset strategy that seeks returns regardless of market conditions.

It focuses on tactical asset allocation within and between asset classes by implementing directional positions. This is realized by taking long and short positions on an index level within bonds and currencies from the developed world and equities from both the developed and emerging world.

The strategy’s ability to use short positions and derivatives means it can benefit from both upward and downward movements in markets in an efficient way. It takes directional market views, either up or down, and also allocates dynamically between asset classes. The strategy only invests in the most liquid assets and is fully transparent.

Risk management is embedded at each level of the strategy. Positions are carefully balanced to avoid an over-concentration of risk in any one asset, or any over-reliance on one particular source of return at any one time. Highly advanced quantitative models backed by extensive research are used to find the best picks while avoiding the worst risks.

The strategy is ideal for portfolios looking for either absolute returns, or a differentiated source of returns, as a means of managing risk or taking advantage of down markets. It offers a truly global, multi-asset strategy as a diversifier for more sophisticated investors.

Global Diversified Carry

Robeco Global Diversified Carry is based on quantitative models. Its primary aim is to generate income with limited net market exposure. With this solution, Robeco incubates a new strategy in the liquid alternative space. The strategy has been developed by Quant Allocation Research, and mainly uses a ‘carry strategy’ combined with proven Robeco quant investment approaches. ‘Carry’ is the asset return when the underlying price does not change. The strategy will be implemented via long/short investing in equity indices, fixed- income markets and currencies throughout the world. The aim is to continuously select the equity markets that will pay the highest dividends, the fixed-income markets with the highest coupon payments, and the currencies with the highest short-term interest rates.

The strategy offers a liquid, transparent and systematic investment approach. It enables clients to:
  • Achieve positive returns in bull and bear markets
  • Diversify away from traditional equities and bonds
  • Realize more stable portfolio returns
  • Have smaller drawdowns in bear markets

Mix Funds

Robeco's Mix Funds are all-in one investment solutions that encompass the latest developments in professional asset management combined with broad diversification over asset classes and investment styles. The composition of the portfolio is based on three pillars: strategic asset allocation, active policy and fund selection.

The goal is to take care of the asset management decisions of individual clients.
For this purpose Robeco Investment Solutions has an extensive range of investment instruments at their disposal, like funds, futures, options and ETF's, in order to ensure flexible portfolio management.

Life Cycle Funds

The Robeco Life Cycle Funds are mix funds which are highly suitable for capital accumulation towards a set end date (such as retirement). Life-cycle funds are characterized by the gradual reduction of the investment risk as the date approaches on which access to the assets is required.

Robeco’s Life Cycle Funds allocate a significant portion of their assets towards alternative asset classes, look for diversification within asset classes and explicitly take interest rate, inflation and currency risk into account.
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Products

GTAA Fund D EUR Global Diversified Carry Fund F EUR
For a complete overview of the available share classes, please visit the Product Selector.