Merkmale
- Aims to consistently outperform the benchmark, with a low tracking error and an improved sustainability profile
- Diversified exposure to an integrated multi-factor stock selection model
- Using the proven return factors of value, quality, momentum, along with analyst revisions and short-term signals, with an improved sustainability profile across several dimensions such as ESG, SDGs and environmental footprints
Über diesen Fonds
Robeco QI Emerging Markets 3D Enhanced Index Equities is an actively managed sub-fund that aims to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark. The Sub-fund invests in stocks of companies incorporated or exercising a preponderant part of their economic activities in Emerging Countries. The Sub-fund applies Robeco's 3D Investing approach, which seeks to consider risk, return and sustainability in the Sub-fund's portfolio. The portfolio is optimised using a quantitative process to target returns in excess of the Benchmark, to target better sustainability characteristics than the Benchmark, while managing risk compared to the Benchmark.
Wichtige Fakten
Per
| Fondsvolumen | GBP 309,718,327 |
| Größe der Anteilsklasse | GBP 25,328,754 |
| Auflegungsdatum der Anteilsklasse | 18-11-2025 |
| Ertragsverwendung | Thesaurierend |
Fondsmanagement
Wilma de Groot
Tim Dröge
Han van der Boon
Daniel Haesen
Jan Sytze Mosselaar
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. Tim Dröge is Portfolio Manager Quantitative Equities. Tim specializes in quantitative stock selection, portfolio construction and Emerging Markets. Previously, he held positions as Portfolio Manager Balanced Investments and Account Manager institutional clients. Tim has been working as a Portfolio Manager since 2001. He started his career at Robeco in 1999. He holds a Master's in Business Economics from Erasmus University Rotterdam. Han van der Boon is Portfolio Manager Quantitative Equities. He specializes in quantitative stock selection and portfolio construction. He was a Technical Portfolio Manager and Operational Portfolio Manager with a focus on equities in the period 2009-2018. He joined Robeco in 1997 as a Business Controller. He holds a Master's in Business Administration from Erasmus University Rotterdam. Daniel Haesen is Portfolio Manager Quantitative Equities. He specializes in factor research and portfolio management. Daniel joined Robeco in 2003 as a quantitative researcher, with a specific focus on quant selection research, working on both equity and corporate bond multi-factor selection models. He was also responsible for quantitative sustainability and quantitative allocation research. He has published in several academic journals, including the Journal of Banking and Finance. He holds a Master's degree in Econometrics and Quantitative Finance from Tilburg University in the Netherlands and is a CFA® Charterholder. Jan Sytze Mosselaar is Portfolio Manager Quantitative Equities. He is responsible for quant equity strategies and specializes in quantitative stock selection as well as portfolio and market analysis. Jan Sytze is the author of ‘A Concise Financial History of Europe’, published by Robeco. He started his career in 2004 at Robeco and worked for ten years as a multi-asset portfolio manager, responsible for multi-asset funds, quant allocation funds and fiduciary pension mandates. He holds a Master’s in Business Economics with a specialization in Finance & Investments from the University of Groningen. He is a CFA® Charterholder.