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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
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(i) carries on a business of investment in financial products, interests in land or other investments; and
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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.
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year).
