02-02-2023 · Insight

Guide to Conservative Investing

Defensive low-risk strategies are designed to exploit the low-risk premium and play an increasingly important role in equity portfolios: by lowering the overall portfolio risk, by further diversifying the equity portfolio, or by offering a defensive approach to dividend investing.


  • Pim van Vliet

    Head of Conservative Equities and Chief Quant Strategist

In this guide, we shine the spotlight on the Robeco Conservative Equities strategy and highlight how combining multiple risk dimensions leads to robust downside protection. Furthermore, we outline how the inclusion of return factors enhances its upside potential, especially compared to generic low volatility strategies.

It is our hope that this guide will provide investors with insights on the benefits of the Conservative Equities strategy and how it can play a part in helping them to achieve their long-term investment goals.

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Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.