Key points
- Aims for global equity returns, with lower downside risk and a significantly improved sustainability profile
- Target stable equity returns and high income
- Low-risk stocks with high sustainability profile, attractive valuation and positive momentum
About this fund
Robeco QI Institutional Global Developed SDG & Climate Conservative Equities is an actively managed sub-fund that invests in equities of companies all over the world. Focusing on equities that show lower expected volatiliry than average global equity. The Sub-fund has as its sustainable investment objectives to advance the United Nations Sustainable Development Goals (UN SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs, and aims to reduce the Carbon footprint of the portfolio (and thereby contribute towards the goals of the Paris Agreement to keep the maximum global temperature rise well-below 2◦C) in line with the MSCI World EU PAB Overlay Index.
Key facts
Per
| Total size of fund | EUR 79,570,914 |
| Size of share class | EUR 79,570,914 |
| Inception date share class | 25-10-2018 |
| 1-year performance | 2.83% |
| Dividend paying | Yes |
Fund manager
Pim van Vliet
Arlette van Ditshuizen
Maarten Polfliet
Jan Sytze Mosselaar
Arnoud Klep
Pim van Vliet is Head of Conservative Equities and Chief Quant Strategist. As Head of Conservative Equities, he is responsible for a wide range of global, regional, and sustainable low-volatility strategies. He specializes in low-volatility investing, asset pricing, and quantitative finance. He is the author of numerous academic research papers including publications in the Journal of Banking and Finance, Management Science, and the Journal of Portfolio Management. Pim is a guest lecturer at several universities, author of an investment book and speaker at international seminars. He became Portfolio Manager in 2010. Pim joined Robeco in 2005 as a Researcher with responsibility for asset allocation research. Pim holds a PhD and a Master's cum laude in Financial and Business Economics from Erasmus University Rotterdam. Arlette van Ditshuizen is Portfolio Manager Quantitative Equities. She has been portfolio manager since 2007. Arlette’s areas of expertise are portfolio construction and risk management. She chairs Robeco’s Equity Risk Maarten Polfliet is Portfolio Manager Quantitative Equities. Maarten specializes in portfolio construction and investment style analysis. Until 2014, Maarten was a Quant Client Portfolio Manager at Robeco. From 2002, he was Equity Portfolio Manager at Bank Insinger de Beaufort, until he joined Robeco in 2005. He started his career as a Portfolio Manager for private and institutional clients at SNS Bank Nederland in 1999. He has a Master’s in Financial Economics from Tilburg University and a Master’s in Financial Analysis from the University of Amsterdam. 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. Arnoud Klep is Portfolio Manager Quantitative Equities. Arnoud specializes in portfolio construction and sustainability integration within quantitative equities. Previously, Arnoud was Head of Structured Investments with Robeco, managing various quantitative investment strategies. He started his career in the Robeco Quantitative Research department in 2001. Arnoud holds a Master’s in Econometrics from Tilburg University.