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Robeco BP Global Premium Equities

To unlock the best opportunities, you need the right combination of 3 characteristics: Valuation, Fundamentals & Momentum.

The only equity fund to win 9 Morningstar country awards in Europe in 2014.

Morningstar: Chris Hart is ‘best global equity investor’

Portfolio manager Chris Hart is proclaimed ‘European Fund Manager of the Year’ by Morningstar in the category ‘global equity’. “Hart has vast experience as an analyst and portfolio manager and has proven himself a talented stock picker. The returns of his fund are impressive.“

Read the story

Fund highlights

The Robeco BP Global Premium Equities Fund is a highly flexible portfolio that can tap into the best companies anywhere in the world. The highlights of the fund are:

  • 100% bottom-up stock selection
  • A proven ‘three-circles’ approach
  • The fund is unconstrained and can invest anywhere
  • Consistently outperformed over the past 5 years
  • Highest five-star Morningstar Rating

Performance Robeco BP Global Premium D EUR

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Fund return based upon monthly trading prices. Benchmark return based upon MSCI World Value (Net Return) 1/3/2009 - 30/6/2009, MSCI World IMI Value (Net Return) from 1/7/2009 - 31/5/2012 and MSCI World (Net return) from 1/6/2012 – present.

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Benchmark: MSCI World Index (Net Return) (EUR) The value of your investments may fluctuate, and past performance is no guarantee of future results.

Morningstar Analyst Rating

According to the fund analyst of Morningstar this fund is a solid option for investors wanting to invest in global equities. The increased confidence has led to an upgrade of the rating from Bronze to Silver.

Read the analyst report

“Unlocking the potential from global opportunities”

What is driving global equities at the moment, and where are the best places to buy them? World stocks have been popular as a means of providing good returns while other asset classes offered low yields. But in recent months, equities have been falling on concerns over Chinese growth and a possible Fed rate rise.

Watch the recording of the webinar with Chris Hart to find out what are the latest developments.

  • How to deal with ever-changing market conditions?
  • Where is he finding attractive valuations?
  • How will potential rate rises influence his strategy?

Watch now Read the summary

The three circles philosophy

The basic principle for success on equity markets is quite simple: Buy low, sell high. A more thorny issue is determining what is low and what is high. In a bull market it is difficult to find stocks with real value potential. For many companies, measuring actual potential often leads to overvaluation, while the shares of other companies are valued relatively favorable.

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Robeco Boston Partners, company profile

Global Premium Equities is one of four funds that Robeco Boston Partners manages in Europe. The other three funds are US Premium Equities, US Large Cap Equities, and US Select Opportunities Equities. Mark Donovan, current Co-CEO, describes the company's philosophy.

Fund manager: Chris Hart
Chris Hart, who has managed Robeco Boston Partners Global Premium Equities since July 2008, has 22 years experience in asset management, research and finance.

Company profile About Chris Hart

Same strategy

Robeco Boston Partners maintains the same approach across its range, applying the three-circle philosophy to all its funds. These principles are applied consistently to four funds: Premium Global Equities, US Premium Equities, US Large Cap Equities and US Select Opportunities Equities (which mainly targets midcap companies).

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