02-02-2023 · Insight

Guide to Conservative Investing

Defensive low-risk strategies are designed to exploit the low-risk premium and play an increasingly important role in equity portfolios: by lowering the overall portfolio risk, by further diversifying the equity portfolio, or by offering a defensive approach to dividend investing.

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  • Pim van Vliet - Head of Conservative Equities and Chief Quant Strategist

    Pim van Vliet

    Head of Conservative Equities and Chief Quant Strategist

In this guide, we shine the spotlight on the Robeco Conservative Equities strategy and highlight how combining multiple risk dimensions leads to robust downside protection. Furthermore, we outline how the inclusion of return factors enhances its upside potential, especially compared to generic low volatility strategies.

It is our hope that this guide will provide investors with insights on the benefits of the Conservative Equities strategy and how it can play a part in helping them to achieve their long-term investment goals.

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Important information

The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.