ROBECO 3D US EQUITY ACC

Issuer: Robeco

Asset Class: Equity

TER: 61bps

Trading Currency: USD

Pays Income: False

Listing Date: 27 Nov 2024

Ticker: 3DUS

ISIN: IE000XERHYF0

This fund seeks to achieve long-term capital appreciation by investing in the dynamic US equity market, guided by a distinctive '3D' investment philosophy. This forward-looking approach is built on three powerful, secular growth megatrends anticipated to reshape the global economy: Decarbonization, Demographics, and Data. By focusing on these core themes, the strategy aims to identify and invest in high-quality companies that are not only adapting to these shifts but are positioned to lead their respective industries. The portfolio is constructed to capture growth opportunities arising from the transition to a more sustainable economy, changing societal structures and consumer behaviors, and the exponential expansion of the digital universe.

The investment process employs a fundamental, bottom-up stock selection method to build a concentrated portfolio of companies with sustainable competitive advantages, robust growth prospects, and strong management teams. The managers analyze businesses through the 3D lens to uncover structural growth drivers that may not be fully appreciated by the broader market. A rigorous valuation discipline is applied to ensure that investments are made at attractive prices relative to their long-term potential. This active management approach, combined with a focus on long-term structural trends, is designed to generate alpha by investing in the future leaders of the US economy.