Global DM Conservative Equities

Rating Review

Bronwen Moncrieff, Head of Research at Zenith Investment Partners, explains their rating for the fund.


The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 ratings (assigned: Robeco Global DM Conservative Equities Fund (AUD) – 30 Nov 2017; Robeco Global DM Conservative Equities Fund (AUD Hedged) – 02 Mar 2018) referred to in this video is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant products. Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298, AFSL 240975) is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), which is a publicly listed company on the Australian Securities Exchange (ASX: EQT).  Equity Trustees is the Responsible Entity of the Robeco Global DM Conservative Equities Fund (AUD) and Robeco Global DM Conservative Equities Fund (AUD Hedged) (ARSN 616 569 236).