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Emerging Conservative Equity

Capture equity premium with potentially lower downside risk

  • Aims for emerging markets equity returns with lower downside risk
  • Invests in low-risk stocks with attractive valuation and positive momentum
  • ESG integrated in the portfolio construction process
Product information
Emerging Conservative Equities

Emerging Conservative Equities

The fund invests in low-volatility stocks in emerging countries globally, based on a quantitative model. The fund's long-term aim is to achieve returns equal to, or greater than, those on emerging equity markets with lower expected downside risk. The selected low-risk stocks are characterised by high dividend yields, attractive valuation, strong momentum and positive analyst revisions. This results in a diversified, low turnover portfolio of defensive stocks aiming to achieve stable equity returns and high income.

Product information

Researcher ratings

Robeco Emerging Conservative Equity Fund (AUD) is rated highly by research houses. Read the fund review reports here.
Lonsec Morningstar SQM Zenith

Why a Conservative Equities strategy works in emerging markets?

Winning more by losing less, that’s the motto of Robeco’s conservative strategies. In this video Jan Sytze Mosselaar explains why this also works in emerging markets.

Guide to low volatility investing

Guide to low volatility investing

Our guide dives into the history of low volatility investing in equity markets and covers the basics of this investment approach, as well as some practical implementation aspects.

Read more
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When markets get tough, quant funds stick with their factors
As rules-based investors, quant investors exploit human reactions to market movements.
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After a ‘terrific’ decade, what’s next for low-risk stocks?
The decade of 2010 to 2019 was an exceptional one for equity investors, in many ways.
05-03-2020 | Insight
Solvency regulations and low-risk investing: comparing the Nordics with the Netherlands
Solvency regulations and low-risk investing: comparing the Nordics with the Netherlands
Pension regulations in the Nordic countries and the Netherlands are similar to insurance regulation in the European Union.
11-02-2020 | Insight
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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:

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    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
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  • 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
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