Robeco Global FinTech Equities is a benchmark-agnostic fund and holds a concentrated portfolio of equities. Companies in the proprietary constructed investment universe will be part of one of the three following segments: today’s winners, Fintech enablers and challengers. Today’s winners include companies that already have a competitive advantage in this space, FinTech enablers include companies that facilitate the digitization trend, and challengers are the companies that could be the future winners. This spread across segments ensures that the fund is diversified over different drivers and risk characteristics.
Patrick Lemmens, who also manages Robeco New World Financial Equities, and Jeroen van Oerle, both part of Robeco’s Trends Investing team are the portfolio managers of the fund. Patrick Lemmens, lead portfolio manager of Robeco Global FinTech Equities said: “I have been in the financial industry for almost 25 years, and with my background as trend investor, launching a FinTech fund is the perfect combination of these two aspects. FinTech is something that I have always been very passionate and enthusiastic about. In fact, we have invested in the digital finance trend for over six years now with Robeco New World Financial Equities as this is one of the three themes in that fund, but to launch a fund that solely invests in the FinTech space is very exciting. I strongly believe that digital finance will open the way to 2 billion people who currently don’t manage their financial affairs, and that on-line payment methods will become mainstream, while cash becomes the exception. With the launch of this fund, we enable investors to gain exposure to and profit from the trend of increasing digitization.”
The fund is domiciled in Luxembourg and is after registration available in Robeco’s key markets according to investor demand. The Trends Investing team manages approximately EUR 3.2 billion (end September 2017) and the current Trend product range includes: Robeco Global Consumer Trends Equities, Robeco New World Financial Equities, Robeco Global Industrial Innovation Equities, Robeco Property Equities, Robeco Global Growth Trends Equities and Rolinco.
The current name of the fund, Robeco Global FinTech Innovation Equities, will be changed to Robeco Global FinTech Equities per December 2017.