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Robeco Global Industrial Innovation Equities D EUR

Ranked 439 out of 590 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Henk Grootveld

Henk Grootveld is head of the trends investing equity team at Robeco. He has been manager of the Robeco Global Growth Trends fund since November 2013 and manager of Rolinco since 2010. Grootveld joined Robeco in 2001 and has been head of the financials team, head of the European team, head of the consumer staples team and a member of the North American equities team. Prior to joining Robeco, Henk was employed by Aegon Asset Management as a portfolio manager European Equities and at ING Barings as an equity strategist. Henk holds a Master's degree in Operation Research/ Econometrics From Erasmus University in Rotterdam.

Marco van Lent

Marco Van Lent was born in Rosmalen in the Netherlands in the early sixties. He studied at Tilburg University. He started his career over two decades ago as a European analyst in 1985 with MeesPierson, and also worked as a portfolio manager for Van Spaendock and Phillips Pension Fund. In 2005 he joined Van Lanschot where he worked for two years before joining Robeco where he is currently a portfolio manager. Marco is a member of the Dutch Securities Institute and outside of work he enjoys tennis, skiing, squash and reading.

Objective

The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies all over the world which benefit from the structural growth trends within the production side of the economy, for example robotics, smart manufacturing, new energy and cybersecurity. The Sub-fund may hold the major part of its investments in companies domiciled in emerging markets or in companies that derive the majority of their revenues from emerging countries.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -13.5% 1.1% -1.3% 0.9% -14.0%
2017 12.9% 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
Nextera Energy Inc ORD 3.07%
Microsoft Corp ORD 2.96%
Cisco Systems Inc ORD 2.96%
Vestas Wind Systems A/S ORD 2.91%
Accenture PLC ORD 2.87%
Akamai Technologies Inc ORD 2.71%
Symantec Corp ORD 2.26%
Keysight Technologies Inc ORD 2.20%
Splunk Inc ORD 2.18%
American Tower Corp ORD 2.14%
30/11/2018

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Netherlands
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date24/05/2017
  • Share Class size01Mn
  • Base currencyUnits
  • ISIN LU1602110675

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).