ROBECO 3D GLOBAL EQUITY ACC
| Issuer: Robeco |
| Asset Class: Equity |
| TER: 82bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 27 Nov 2024 |
| Ticker: 3DGL |
| ISIN: IE000Q8N7WY1 |
This actively managed global equity portfolio is strategically designed to capitalize on three significant, long-term structural growth trends: decarbonization, deglobalization, and digitalization. Decarbonization focuses on companies leading the energy transition and climate change mitigation. Deglobalization identifies beneficiaries of the shift towards supply chain resilience, onshoring, and regionalization. Digitalization covers the ongoing technological revolution, including advancements in artificial intelligence, cloud computing, and automation. This multi-thematic approach seeks to pinpoint companies poised for sustained growth by aligning with these profound global shifts, moving beyond the constraints of traditional sector or geographical classifications to capture future value.
The portfolio is constructed through a meticulous bottom-up stock selection process, where each potential investment is rigorously analyzed on fundamental factors such as its business model, market position, and financial strength. The managers prioritize high-quality companies with compelling growth prospects that are directly aligned with one or more of the '3D' themes. A core component of the strategy is the deep integration of sustainability analysis. Environmental, Social, and Governance (ESG) factors are systematically evaluated to identify both risks and opportunities, ensuring that the selected companies not only benefit from thematic tailwinds but also operate in a responsible and sustainable manner.
The investment offers a way to gain targeted exposure to some of the most powerful transformative forces shaping the modern economy. By focusing on these distinct yet interconnected mega-trends, it aims to deliver long-term capital appreciation. It is potentially suitable for investors with a long-term horizon who seek a forward-looking, thematic growth component for their portfolios that is less constrained by traditional index benchmarks. The strategy provides diversified global equity exposure while concentrating on specific areas of innovation and structural change that are redefining industries worldwide.
