ROBECO 3D EUR ENHANCED INDX CREDITS ACC

Issuer: Robeco

Asset Class: Fixed Income

TER: 22

Trading Currency: GBP

Pays Income: False

Listing Date: 30 Jan 2026

Ticker: 3DCE

ISIN: IE000PUAKZP8

The fund's primary objective is to deliver long-term capital growth by investing in a diversified portfolio of euro-denominated corporate bonds, while concurrently pursuing a dedicated sustainable investment goal. It employs an 'enhanced index' methodology, meaning it is actively managed but seeks to maintain a risk and return profile largely in line with its benchmark, the Bloomberg MSCI Euro Corporate SRI Index, while retaining the potential for outperformance. This active management component empowers the portfolio managers to make strategic adjustments based on in-depth credit research and macroeconomic analysis, aiming to generate value beyond a purely passive approach.

As an Article 9 product under the SFDR framework, the fund has a specific sustainable objective, which is to advance the UN Sustainable Development Goals (SDGs) by allocating capital to companies contributing positively towards them. The investment process is underpinned by a stringent ESG framework, systematically excluding companies engaged in controversial activities or those exhibiting poor sustainability credentials. Additionally, the strategy integrates Robeco’s proprietary '3D' thematic perspective, focusing on significant long-term structural trends such as Decarbonization, Deglobalization, and Demographics to identify resilient and forward-looking corporate bond issuers.

This investment is tailored for individuals seeking core exposure to the European investment-grade corporate bond market who also wish to align their investments with favorable environmental and social impacts. The enhanced indexing strategy offers a compelling synthesis of the low-cost, broad diversification typical of an index fund and the alpha-seeking potential inherent in active management. It is particularly suitable for those looking for a sophisticated, ESG-integrated fixed-income solution that targets stable, long-term returns while actively contributing to a more sustainable global economy.