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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 1993that 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.
Client Solutions case
Targeting a younger audience with multi-thematic offering
An Asian client wanted to create a multi-thematic fund that focused on sustainability trends without compromising on returns. Their objective included maintaining a beta of 1 and maximize its Sharpe ratio – the performance of an investment compared to a risk-free asset such as cash.
How to attract younger investors to our ILP platform without compromising performance?
Objectives
Return: maximize on Sharpe ratio – with sustainable themes while not underperforming market
Beta: targeting a beta of 1 against the benchmark
Fund limit: maximum exposure 19% to be UCITS compliant
Solution
The solution was to combine six of Robeco's specialist sustainable strategies that achieved all these objectives. The multi-thematic offering included all three strategies in the renewable energy-related 'Smart' range – Smart Energy, Smart Mobility and Smart Materials – along with the Circular Economy, Sustainable Water and Healthy Living strategies.
Outcomes
The portfolio has outperformed the benchmark in terms of annualized returns and it also has a favorable risk-adjusted returns with a higher Sharpe ratio against benchmark.
