Robeco 3D Global Equity USD Dis

Issuer: Robeco

Asset Class: Equity

TER: 176

Trading Currency: USD

Pays Income: False

Listing Date: 30 Jan 2026

Ticker: 3DGD

ISIN: IE00042EX8S2

This actively managed fund seeks to achieve long-term capital growth by investing in a concentrated portfolio of global equities. The core of its strategy is a unique thematic framework focused on what the managers identify as the three most significant structural growth trends shaping the global economy: Decarbonization, Digitalization, and Deglobalization. This '3D' approach allows the investment team to look beyond traditional geographic or sector-based analysis, instead identifying innovative companies that are poised to be long-term beneficiaries of these transformative shifts. The objective is to construct a high-conviction portfolio that capitalizes on future growth drivers that may not be fully appreciated by the broader market.

The investment process combines this top-down thematic analysis with rigorous, bottom-up fundamental research. Portfolio managers conduct in-depth assessments of individual companies, seeking high-quality businesses with strong and sustainable competitive advantages, robust business models, and attractive valuations. A key component of this analysis is the integration of Environmental, Social, and Governance (ESG) factors, as the fund promotes these characteristics and aims to invest in companies contributing to a more sustainable world. This dual focus on powerful themes and individual company fundamentals results in a portfolio that is distinct from its benchmark.

For investors, this fund offers a differentiated approach to global equity investing, acting as a potential core or satellite holding. It is designed for those with a long-term horizon who wish to gain exposure to powerful secular trends that are reshaping industries and societies. By moving beyond conventional benchmark-driven strategies, the fund aims to capture the growth potential of tomorrow's leading companies while adhering to a disciplined, value-aware, and ESG-integrated stock-selection process. The distributing share class structure may also be of interest to investors who value the potential for a periodic income distribution from their equity holdings.