ROBECO 3D GLOBAL EQUITY GBP(H) ACC

Issuer: Robeco

Asset Class: Equity

TER: 77bps

Trading Currency: GBP

Pays Income: False

Listing Date: 02 Dec 2025

Ticker: 3DGH

ISIN: IE0001CEGCP5

This actively managed global equity strategy seeks to achieve long-term capital appreciation through a distinctive '3D' investment philosophy. The approach moves beyond traditional financial analysis to create a high-conviction portfolio of companies that not only offer attractive risk-return profiles but also contribute positively to society and the environment. It is built on the conviction that firms aligned with sustainable trends are better positioned for enduring growth, allowing investors to pursue financial goals while fostering a positive real-world impact.

The core of the strategy is its three-dimensional framework. The first dimension involves rigorous fundamental analysis, focusing on companies with strong business models, sound valuations, and positive operational momentum. The second dimension assesses a company's contributions towards the UN's Sustainable Development Goals (SDGs), using proprietary tools to quantify its societal impact. This ensures investments are aligned with solving global challenges. The final dimension incorporates a disciplined risk management process, which is integrated throughout the portfolio construction phase to manage volatility and preserve capital effectively.

The outcome is a concentrated portfolio of approximately 40-50 global companies that demonstrate financial strength and a commitment to sustainable practices. This strategy is tailored for investors who are looking for a core global equity holding that actively integrates environmental, social, and governance (ESG) factors. It aims to deliver compelling, long-term, risk-adjusted returns by investing in the sustainable leaders and innovators of the future, proving that performance and purpose can be mutually reinforcing.