Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.
Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.
Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.
The strategy applies a disciplined investment process that enables the construction of a concentrated portfolio reflecting high-conviction investment opportunities while reducing overall volatility. There are four decision steps: an initial impact universe is built, corporate sustainability is enhanced, investment opportunities are identified, and the portfolio is constructed.
The proprietary Robeco SDG framework maps companies on the different SDGs. An industry-specific set of KPIs supports objective, consistent decision-making and leads to a quantified rating, measuring a company’s contribution to the SDGs. Fundamental research then provides the basis for the selection of those companies that exhibit a strong competitive position and a solid financial performance. Portfolio construction is based on an optimization process that selects holdings and defines weightings. The calculation incorporates high-conviction ideas and ensures diversification among the SDGs.
The Global SDG Equity strategy is managed by a seasoned investment team, which consists of a stable and experienced portfolio management team and research analysts with individual sector specializations. All team members are directly involved in research on a company level. They perform company screening and work on the fundamental investment cases. They cooperate with the SI Research analysts, who assess sectors and companies from a sustainability and SDG impact perspective
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2. Important risk disclosures
2. 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:
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No assurance can be given that the investment objective of any investment products will be achieved. No representation or promise as to the performance of any investment products or the return on an investment is made. The value of your investments may fluctuate. The value of the assets of Robeco investment products may also fluctuate as a result of the investment policy and/or the developments on the financial markets. Results obtained in the past are no guarantee for the future. Past performance, projection, or forecast included in this Website should not be taken as an indication or guarantee of future performance, and no representation or warranty, express or implied, is made regarding future performance. Fund performance figures are based on the month-end trading prices and are calculated on a total return basis with dividends reinvested. Return figures versus the benchmark show the investment management result before management and/or performance fees; the fund returns are with dividends reinvested and based on net asset values with prices and exchange rates of the valuation moment of the benchmark.
Investments involve risks. Past performance is not a guide to future performance. Potential investors should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors before any investment decision is made. Investors should ensure they fully understand the risks associated with the fund and should also consider their own investment objective and risk tolerance level. Investors are reminded that the value and income (if any) from shares of the fund may be volatile and could change substantially within a short period of time, and investors may not get back the amount they have invested in the fund. If in doubt, please seek independent financial and professional advice.
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