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Global DM Multi-Factor Equities Alpha

Diversified exposure to proven factors

  • Balanced exposure to Value, Momentum and Quality factors to diversify return stream
  • Enhanced factor definitions to avoid unrewarded risk and maximise returns
  • ESG integrated in the portfolio construction process
Product information
Global DM Multi-Factor Equities Alpha

Global DM Multi-Factor Equities Alpha

The fund invests in stocks in developed countries globally, based on a quantitative model. The fund follows a bottom-up driven investment strategy to gain efficient, well-diversified exposure to the proven factors value, momentum and quality. The fund uses enhanced factor definitions to avoid unrewarded risk and unwanted and unintended factor tilts.

Product information

Researcher ratings

Robeco Global DM Multi-Factor Equities Alpha Fund (AUD) is rated highly by research houses. Read the fund review reports here.

Lonsec Zenith SQM

The rise of Factor Investing – Is it just a hype?

Why factor investing?

Factor investing aims to capture ‘hidden’ returns in financial markets and is rapidly gaining in popularity. We have long believed in the evidence-based approach that true factor investing requires, and have given our clients systematic exposure to it to earn premiums for well over a decade.

  • 25 years of applied quantitative innovation
  • > 40 quant investment professionals
  • 1 clear investment philosophy
Read more about our key strength
Pioneers in Factor Investing

Factor investing can help to improve the return-risk profile of a portfolio

Download the guide

More factor investing insights

View all
Settling the Size matter in equities
Settling the Size matter in equities
The equity Size premium has failed to materialize since its discovery, almost forty years ago.
23-09-2020 | Research
Will Value survive the quant winter?
Will Value survive the quant winter?
The Value factor posted excellent returns over the first decade of the century.
01-09-2020 | Insight
Factor investing debates: Should sustainability be considered a factor?
Factor investing debates: Should sustainability be considered a factor?
Factor investing and sustainability can make a good combination.
20-07-2020 | Insight
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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
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    (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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