ROBECO 3D EU EQUITY ACC
| Issuer: Robeco |
| Asset Class: Equity |
| TER: 102bps |
| Trading Currency: GBP |
| Pays Income: False |
| Listing Date: 27 Nov 2024 |
| Ticker: 3DEG |
| ISIN: IE0007WLHX89 |
This actively managed fund offers a distinct approach to European equity investing, centered around a proprietary "3D" philosophy. The strategy is designed for investors seeking not only financial returns but also a positive impact on society and the environment. It aims to outperform its European equity benchmark by investing in a concentrated portfolio of companies that demonstrate strong fundamentals and a commitment to sustainability. The investment process targets established companies across the European market, making it suitable for those looking for core exposure to the region with an added layer of active management and responsible investing principles.
The investment process is a sophisticated blend of quantitative analysis and fundamental research. It begins with a proprietary quantitative model that screens a broad universe of European stocks, identifying attractive opportunities based on proven factors such as valuation, quality, and momentum. This data-driven foundation is then complemented by in-depth fundamental analysis from the portfolio managers, who validate the signals and ensure a deep understanding of each company's business model and competitive standing. A crucial element of the strategy is its dual focus on decarbonization and alignment with the UN's Sustainable Development Goals (SDGs). The fund actively seeks to maintain a significantly lower carbon footprint than its benchmark and invests in companies making tangible contributions to global sustainability targets.
The result is a high-conviction portfolio, typically consisting of 30 to 40 stocks, where each holding is selected for its potential to generate alpha and its positive sustainability profile. By integrating these financial and non-financial objectives, the fund provides a compelling proposition for long-term investors. It is well-suited for individuals who wish to participate in the growth potential of European markets while simultaneously supporting a transition to a more sustainable and decarbonized global economy, without sacrificing the pursuit of competitive investment performance.
