Strategies to target alpha

Fundamental equity: time-tested, all-weather route to alpha

Equities in developed and emerging markets expose investors to the growth of the global economy and the accelerating productivity gains from new technologies across market cycles. The impact spans all sectors, delivering inflation protection as well as proven potential for long-term returns in rain or shine.

Why invest in this strategy?

Five key reasons why Fundamental Equity can strengthen your portfolio:

Fundamental equity: time-tested, all-weather route to alpha

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Targeting alpha with active equity in a changing world

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Discover some of our fundamental equity strategies including global and emerging markets.

Brochure Global Stars

Brochure EM Equities

Global Stars Equities D EUR

performance ytd (31-10): 1.23%
Performance 3y (31-10): 13.10%
morningstar (31-10): 4 / 5
SFDR (31-10): Article 8
Dividend Paying (31-10): No

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Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Emerging Markets Equities D EUR

performance ytd (31-10): 24.60%
Performance 3y (31-10): 17.13%
morningstar (31-10): 4 / 5
SFDR (31-10): Article 8
Dividend Paying (31-10): No

View the fund

Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Emerging Stars Equities D EUR

performance ytd (31-10): 31.55%
Performance 3y (31-10): 18.90%
morningstar (31-10): 4 / 5
SFDR (31-10): Article 8
Dividend Paying (31-10): No

View the fund

Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

*Source: Robeco, Index: MSCI World Index (Net Return, EUR). Portfolio: Robeco Global Stars Equities D EUR. All figures in EUR. Data as of 31/12/2024.

If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Performance since inception is as of the first full month. Periods shorter than one year are not annualized. Returns net of fees, based on gross asset value.

Equities in a new world order

The short-term outlook for both developed and emerging market equities is clouded by trade policy fears, but active global investors have an opportunity to outperform as old certainties crumble.

Fundamental Equity Outlook