重點
- Actively managed and will apply the Manager’s “3D” investment strategy, which seeks to consider risk, return and sustainability in the Fund’s portfolio
- Outperform the Benchmark by reflecting the expression of the Manager’s positive and negative views on eligible listed equity and equity-related securities.
- Achieve a more favourable sustainability profile and environmental footprint in comparison to the MSCI Europe Index (the “Benchmark”) while integrating sustainability risks in the investment process.
基金簡介
Robeco 3D European Equity UCITS ETF is an actively managed Sub-fund that invests in stocks of companies in European markets and will apply the Manager’s “3D” investment strategy, which seeks to consider risk, return and sustainability in the Sub-fund’s portfolio. The Sub-fund’s portfolio will be optimised using a quantitative process to target returns in excess of the Benchmark, sustainability characteristics better than the Benchmark and to manage risk compared to the Benchmark. The three dimensions of risk, return and sustainability are considered together in the Manager’s proprietary quantitative stock-ranking model.
General Facts
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| Primary Ticker | 3D3D |
| ISIN | IE0007WLHX89 |
| Product Structure | Physical |
| Fund management approach | Active |
| Investment strategy type | Enhanced |
| Asset class | Equities |
| SFDR classification | 8 |
| Fund base currency | EUR |
| Share class currency | EUR |
| 基金規模 | 25,307,023 |
| Size of shareclass | 25,307,023 |
| Shareclass outstanding shares | 3,800,000 |
| 股份類別成立日期 | 2024-10-10 |
| 財政年度 | 31-12 |
| Share class ongoing charges | 0.25% |
| Use of income | Accumulating |
| Management company | Robeco Institutional Asset Management B.V. |
Trading Information
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| Trading currency | USD | CHF |
|---|---|---|
| Ticker | 3D3D SW | 3D3DCHF SW |
| SEDOL | BS2H5L0 | BS2H5K9 |
| Reuters RIC | 3D3D.S | 3D3DCH.S |
| iNAV ticker | 3D3DUSIV | 3D3DCHIV |
| Trading currency | GBP |
|---|---|
| Ticker | 3DEG LN |
| SEDOL | BSPS156 |
| Reuters RIC | 3DEG.L |
| iNAV ticker | - |
| Trading currency | EUR |
|---|---|
| Ticker | 3D3D IM |
| SEDOL | BS2H5M1 |
| Reuters RIC | 3D3D.MI |
| iNAV ticker | 3D3DEUIV |
| Trading currency | EUR |
|---|---|
| Ticker | 3D3D GY |
| SEDOL | BMCCWQ7 |
| Reuters RIC | 3D3D.DE |
| iNAV ticker | 3D3DEUIV |
基金經理
Wilma de Groot
Machiel Zwanenburg
Vania Sulman
Dean Walsh
Wouter Tilgenkamp
Koen Rijnen
Wilma de Groot is Head of Core Quant Equities, Head of Quant Equity Portfolio Management and Deputy Head of Quant Equity. She is responsible for quant equity strategies and specializes in asset pricing anomalies, portfolio construction and sustainability integration. She has published in various academic publications including the Journal of Impact and ESG Investing, Journal of Banking and Finance, Journal of International Money and Finance, Journal of Empirical Finance and the Financial Analysts Journal. She is a guest lecturer at several universities. Wilma joined Robeco as a Quant Researcher in 2001. Wilma has a PhD in Finance from Erasmus University Rotterdam and holds a Master’s in Econometrics from Tilburg University. She is a CFA® Charterholder. Machiel Zwanenburg is Portfolio Manager Quantitative Equities. He specializes in quantitative stock selection and portfolio construction. One of his areas of expertise is sustainability integration within quantitative equities. Previously, he held positions as Risk Manager and Head of Client Portfolio Risk at Robeco. He joined Robeco in 1999 as a member of the Quant Research team. He holds a Master's in Econometrics from Erasmus University Rotterdam and a Master's in Economics from the London School of Economics. Vania Sulman is Portfolio Manager Quantitative Equities. She specializes in the stock selection and sustainability integration in customized portfolios. She rejoined Robeco in 2022. Previously, she worked as a data scientist for three years and prior to that as a Quant Researcher at Robeco with a focus on quantitative stock selection. She joined the industry and Robeco in 2016. She holds a Master's (cum laude) in Quantitative Finance from Erasmus University Rotterdam. Dean Walsh is Portfolio Manager Quantitative Equities. Dean specializes in quantitative stock selection, portfolio construction and sustainable integration. Prior to joining Robeco in 2023, he worked at Mercer Global Investments as a currency portfolio manager and as a principal in their Portfolio Intelligence unit. In this role, he led on quantitative research, including work on factor portfolios, sustainable & Paris-aligned investing, and risk management. He joined the industry in 2013 at JP Morgan. Dean holds a Master's in Quantitative Finance from University College Dublin. He is a CFA® and CAIA® Charterholder. Wouter Tilgenkamp is Portfolio Manager Quantitative Equities. Wouter joined Robeco in 2016 as a Data Scientist. He started his financial career in 2014 as Derivative Trader at Optiver. He holds a Bachelor of Science in Applied Mathematics from Technical University of Delft and a Master’s in Quantitative Finance from Erasmus University Rotterdam. Koen Rijnen is Portfolio Manager Quantitative Equities. Koen specializes in portfolio construction and sustainability integration within quantitative equities. He joined Robeco in 2022. Previously, he was Hedging Specialist and Balance Sheet Manager at Aegon. He started his career in consultancy in 2015 and joined the industry in 2018. Koen holds a Master’s (cum laude) in Hydraulic Engineering from Delft University of Technology. He is a CFA® Charterholder.
