Important risk disclosures

Robeco Capital Growth Funds (“the Funds”) are distinguished by their respective specific investment policies or any other specific features. Please read carefully for the risks of the Funds:

  • Some Funds are subject to investment, market, equities, liquidity, counterparty, securities lending and foreign currency risk.
  • Some Funds are subject to the risks of investing in emerging markets which include political, economic, legal, regulatory, market, settlement, execution, counterparty and currency risks.
  • Some Funds may invest in China A shares directly through the Qualified Foreign Institutional Investor (“QFII”) scheme and or the use of Shanghai - Hong Kong Stock Connect which may entail additional clearing and settlement, regulatory, operational, counterparty and liquidity risk.
  • For distributing share classes, some Funds may pay out dividend distributions out of capital. Where distributions are paid out of capital, this amounts to a return or withdrawal of part of your original investment or capital gains attributable to that and may result in an immediate decrease in the net asset value of shares.
  • Some Funds’ investments maybe concentrated in one region / one country / one sector / around one theme and therefore the value of the Fund may be more volatile and may be subject to concentration risk.
  • The risk exists that the quantitative techniques used by some Funds may not work and the Funds’ value may be adversely affected.
  • In addition to investment, market, liquidity, counterparty, securities lending, (reverse) repurchase agreements and foreign currency risk, some Funds are subject to risk associated with fixed income investments like credit risk, interest rate risk, convertible bonds risk, ABS risk and the risk of investments in non-investment grade or unrated securities and the risk of investments made in non-investment grade sovereign securities.
  • Some Funds can use derivatives extensively. Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, the Funds may suffer significant losses (even a total loss of the Funds’ assets) from its derivative usage.
  • The Funds can use derivatives extensively and for Robeco High Yield Bonds, it may have a net leverage exposure of over 100% of its net asset value to derivatives. Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, the Funds may suffer significant losses (even a total loss of the Funds’ assets) from its derivative usage.
Robeco Active Quant Emerging Markets Equities invests in stocks of companies in emerging economies throughout the world.  Robeco Asian Stars Equities invests primarily in stocks of Asian companies.  Robeco Asia-Pacific Equities invests in stocks of companies in Asian-Pacific economies.  Robeco BP Global Premium Equities will take exposure of at least two-thirds of its total assets to equities of companies that mainly operate in mature economies (developed market).  Robeco Chinese Equities invests in leading listed Chinese stocks.  Robeco Emerging Conservative Equities will focus on investing in equities that show lower expected volatility than average emerging equity.  Robeco Emerging Debt invests in bonds and similar fixed income securities issued by governments of emerging countries or by entities having their registered office or exercising a preponderant part of their economic activities in emerging countries.  Robeco Emerging Markets Equities invests in stocks of large companies in emerging economies throughout the world.  Robeco Emerging Stars Equities invests worldwide stocks of companies in emerging economies.  Robeco European High Yield Bonds invests in high yield bonds, asset backed securities and similar fixed income securities denominated in European currencies. The Fund is subject to Eurozone risk.  Robeco Global Conservative Equities will focus on investing in equities that show lower expected volatility than average global equity.  Robeco Global Consumer Trends Equities invests worldwide in stocks of companies in consumer-related industries. The Fund can use derivatives for hedging and efficient portfolio management.  Robeco High Yield Bonds invests worldwide in bonds, asset backed securities and similar fixed income securities with a rating of BBB+ or equivalent or lower or with no rating. The Fund can use derivatives extensively and the Fund may have a net leverage exposure of over 100% of its net asset value to derivatives.  Robeco Property Equities invests worldwide in stock of companies in the property sector.  Robeco US Large Cap Equities will invest at least two-thirds of its total assets in equities of US large cap companies.  Robeco US Premium Equities invests in small, medium-sized and large value stocks in the US.  RobecoSAM Sustainable A gribusiness Equities invests worldwide in stocks of sustainable companies in the agricultural sector.

Investors may suffer substantial losses of their investments in the Funds. Investor should not invest in the Funds solely based on the information provided in this document and should read the offering documents (including potential risks involved) for details. Investment involves risks. Past performance is not indicative of future performance. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. This web page is published by Robeco Hong Kong Limited and has not been reviewed by the Securities and Futures Commission. You must read the above information before proceeding. By clicking the “I AGREE” button below, you acknowledge that you have read the relevant risk disclosure statements.

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High conviction global equity
Global equities

High conviction global equity

Investing in a concentrated portfolio of the best ideas

Key points:

  • A concentrated, unconstrained strategy, investing exclusively in attractive global stocks 
  • Investment process fully based on bottom-up fundamental research and long-term value creation 
  • Selecting companies with high returns on invested capital, strong free cash flow and high ESG scores

Philosophy

We believe the market often underestimates the impact of long term value creation through the high cash returns on invested capital that result from sound business models and solid management. Our investment philosophy is rooted in our strong belief that these market inefficiencies can be exploited through an inspired, responsible and disciplined investment process.

Process

Stock selection is the core of the process of this strategy. The quality, depth and focus of our research are the keys to accurately and consistently identifying the factors that will drive a company’s valuation. Over time, high returns on invested capital, strong free cash flow and a good ESG performance will deliver superior returns for investors. A long-term investment horizon is crucial if investors are to benefit from this potential to create value. Our motto is ‘Make your case, be skeptical and remain patient’.

Team

This strategy is managed by the Global Equity team, which consists of a stable and experienced portfolio management team and research analysts with individual sector specializations.

Get in touch with us

Contact us if you would like to know more about this strategy.

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