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Robeco takes on two new clients in investment grade global credits

Robeco takes on two new clients in investment grade global credits

25-05-2018 | Press release

Sydney, 25 May 2018 – Two large institutions in Australia and New Zealand have recently awarded Robeco a total of nearly $500 million for its fundamental global credits strategy.

“As we continue to broaden out our investment offerings to the Australian market, we are encouraged at the interest in our credit range. We believe the unconstrained nature of the Robeco Global Credits strategy and having sustainability fully integrated in the process is extremely appealing to the market,” said Stephen Dennis, Head of Robeco Australia, New Zealand & Oceania.

Robeco’s fundamental global credits team is one of the most tenured teams within Europe. Its long and consistent track record, which is top-rated by consultants, gives clients confidence in the strategy.

Robeco’s fundamental global credits strategy is unconstrained, investing across different segments of the corporate bond market. It looks for opportunities in investment grade corporate bonds from developed markets as well as limited tactical allocations to high yield and emerging market credits.

The recent wins bring Robeco’s funds under management across fundamental and quantitative strategies in equities and credits to nearly $4 billion for institutional and wholesale investors across Australia, New Zealand & Oceania.

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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