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Rolinco

Ranked 323 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 fund holds diversified investments within the set risk limits with the objective of outperforming its benchmark. The portfolio consists of equities worldwide with a thematic strategy.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/12/2017 - 31/12/2018
  • Rank 323/590 Total Return
  • Rank 533/590 Standard Deviation
  • Rank 440/590 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -10.9% -1.3% 3.5% 4.0% -16.1%
2017 31.4% 9.6% 3.4% 9.0% 6.5%
2016 5.7% -4.2% -0.3% 8.1% 2.3%
2015 -3.3% 0.4% -3.2% -9.4% 9.9%
2014 10.9% -2.0% 4.8% 5.0% 2.9%
2013 30.1% 12.3% 1.7% 5.6% 7.8%
2012 14.1% 9.5% -1.9% 6.2% 0.0%
2011 -18.6% 3.0% -10.1% -16.8% 5.8%
2010 2.8% 4.2% -10.4% 3.8% 6.0%
2009 37.7% -3.0% 17.5% 13.4% 6.5%
2008 -51.1% -22.5% 3.7% -13.8% -29.4%
2007 1.7% 1.2% 9.2% -2.5% -5.6%
2006 10.7% 7.2% -8.2% 6.6% 5.5%
2005 34.3% 5.9% 9.1% 9.1% 6.5%
2004 1.6% 3.8% -1.4% -1.5% 0.8%
2003 14.7% -6.2% 14.8% 1.5% 5.0%
2002 -32.9% -1.9% -18.4% -15.1% -1.2%
2001 -20.5% -13.6% 7.0% -24.5% 13.9%
2000 -12.9% 10.2% -11.3% 4.6% -14.9%
1999 50.4% 10.6% 7.5% -3.7% 31.5%
1998 11.1% 19.0% -3.1% -22.0% 23.6%
1997 11.0% 5.0% 13.1% 1.4% -7.8%
1996 35.5% 9.3% 8.8% -2.1% 16.5%
1995 3.4% -10.6% 4.0% 4.0% 6.9%
1994 -4.8% -3.2% 6.1% -6.6% -0.7%
1993 29.4% 9.3% 6.0% 2.2% 9.3%
1992 8.9% 3.4% -1.4% -4.7% 12.2%
1991 25.7% 22.1% 4.6% 0.7% -2.2%
1990 -24.2% -11.1% 4.9% -24.3% 7.4%
1989 23.5% 12.0% 2.0% 11.4% -2.9%
1988 30.9% 15.1% 4.9% 3.8% 4.5%
1987 -10.2% 8.6% 9.9% 8.8% -30.8%
1986 10.4% 9.9% 1.1% -3.3% 2.8%
1985 26.5% 9.3% 4.7% -5.6% 17.1%
1984 1.2% 3.2% -8.6% 8.9% -1.4%
1983 31.0% 11.4% 10.9% 1.3% 4.6%
1982 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
EUR Cash 2.87%
Cisco Systems Inc ORD 2.68%
Microsoft Corp ORD 2.67%
JPMorgan Chase & Co ORD 2.56%
Sun Life Financial Inc ORD 2.51%
Voya Financial Inc ORD 2.49%
Thermo Fisher Scientific Inc ORD 2.26%
Hoya Corp ORD 2.21%
Apple Inc ORD 2.18%
Edwards Lifesciences Corp ORD 2.14%
30/11/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Switzerland

Fund Info

  • Launch date19/11/1965
  • Share Class size601Mn
  • Base currencyEUR
  • ISIN NL0000289817

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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