Robeco 3D Global Equity UCITS ETF USD Acc

Provide long-term capital growth from an actively managed portfolio comprising listed equities

Aandelenklassen Aandelenklassen Every share class of a product invests in the same portfolio of securities and has the same investment objectives and policies. However, their parameters might deviate. For instance and amongst others, their distribution type, currency exposure or fees and expenses might differ. The most common share classes at Robeco are: a) D/DH shares, which are regular shares and available for all Investors; b) I/IH shares, for institutional investors as defined from time to time by the Luxembourg supervisory authority. For more information on share classes please go to the prospectus.

Klasse en codes

Fondscategorie
Equities
ISIN
IE000Q8N7WY1
Bloomberg
3DGL GY

Fondscategorie

Equities

ISIN

IE000Q8N7WY1

Bloomberg

3DGL GY

Index

MSCI World Index (Net return, USD)

Informatieverschaffing over duurzaamheid
Informatieverschaffing over duurzaamheid
Under the EU Sustainable Finance Disclosure Regulation, products can be labelled as either Article 6, 8 or 9 fund.
Article 6 - The fund is not in scope of enhanced sustainability disclosures compared to Article 8 and 9.
Article 8 - The fund does not have a sustainable investment objective but promotes environmental or social characteristics and is subject to enhanced sustainability disclosures.
Article 9 - The fund has a sustainable investment objective and is subject to enhanced sustainability disclosures.
Regardless of Article 8 or 9, the companies in which investments are made must follow good governance practices, and sustainable investments must not do any significant harm.

Artikel 8

Overzicht Rendement & kosten Portefeuille Duurzaamheid Commentaar Documenten

Kernpunten

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 World Index (the “Benchmark”) while integrating sustainability risks in the investment process.

Over dit fonds

Robeco 3D Global Equity UCITS ETF is an actively managed Sub-fund that invests in stocks of companies in developed 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.

Engineered to filter market noise

Our Active Quant strategy is designed to be highly effective by analyzing vast amounts of potential opportunities and exploiting market inefficiencies resulting from predictable patterns.

Active Quant Equities

Algemene gegevens

Per 31-07-2026

Primaire ticker	3DGL
ISIN	IE000Q8N7WY1
Productstructuur	Physical
Benadering voor fondsbeheer	Active
Type beleggingsstrategie	Enhanced
Fondscategorie	Equities
SFDR-classificatie	8
Basisvaluta fonds	USD
Valuta fondsklasse	USD
Totale fondsgrootte	1,177,313,718
Grootte van de aandelencategorie	1,081,706,246
Shareclass outstanding shares	154,230,437
Ingangsdatum shareclass	2024-10-09
Einde boekjaar	31-12
Lopende kosten fondsklasse	0.25%
Gebruik van inkomsten	Accumulating
Beheermaatschappij	Robeco Institutional Asset Management B.V.

Handelsinformatie

Per 31-07-2026

Handelsvaluta	GBP	USD
Ticker	3DGG LN	3DGL LN
SEDOL	BSPS134	BRCBM25
Reuters RIC	3DGG.L	3DGL.L
iNAV ticker	-	3DGLUSIV

Handelsvaluta	USD	CHF
Ticker	3DGL SW	3DGLCHF SW
SEDOL	BS2H543	BS2H554
Reuters RIC	3DGL.S	3DGLCHF.S
iNAV ticker	3DGLUSIV	3DGLCHIV

Handelsvaluta	EUR
Ticker	3DGL GY
SEDOL	BMCCWM3
Reuters RIC	3DGL.DE
iNAV ticker	3DGLEUIV

Handelsvaluta	EUR
Ticker	3DGL IM
SEDOL	BS2H565
Reuters RIC	3DGL.MI
iNAV ticker	3DGLEUIV

Fondsmanager

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 a portfolio manager quantitative equities. Dean specializes in quantitative stock selection, portfolio construction and sustainability 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 a 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.

Per periode	Fonds	Index
1 maand	1.45%	0.51%
3 maanden	5.10%	4.33%
YTD	11.45%	10.26%
1 jaar	22.77%	20.41%
Sinds oprichting 09-10-2024	19.71%	17.30%

Kosten van dit fonds	Percentage
Beheervergoeding A fee paid by the fund to the asset management company for the professional management of the fund.	0.25%
Transactiekosten The transaction costs shown are the average annual transaction costs over the last three years calculated in accordance with European regulations.	0.05%

Toelichting rendement

Per 31-07-2026

Based on transaction prices, the fund's return was 1.45%. The objective of the 3D Global Equity UCITS ETF is to consistently outperform the MSCI World Index over the long term by applying a large number of small overweight and underweight positions with respect to the index, resulting in a low tracking error. The portfolio consists of roughly 400 developed market stocks and overweight stocks with an attractive valuation, a profitable operating business, strong price momentum and recent positive revisions from analysts. By using our integrated multi-factor stock selection model, we expect the strategy to consistently outperform the index. Furthermore, the fund has a lower environmental footprint on carbon emissions compared to the benchmark.

Robeco 3D Global Equity UCITS ETF USD Acc