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Robeco US Premium Equities D USD

Ranked 86 out of 246 in - North America over 12 months
All calculations are in GBP unless stated

Managed by

Duilio R. Ramallo

Duilio Ramallo attended UCLA where he gained a Bachelors degree in Economics and Business, and also attended the Anderson Graduate School of Management at UCLA where he gained an MBA. He started his career as a research analyst in 1995 before becoming an assistant portfolio manager at Boston Partners in 2001. Duilio became a portfolio manager in 2005 with Robeco Boston Partners where he currently manages the Robeco BP Premium Equity fund and the Robeco BP All-Cap Value fund. He is CFA and CPA qualified.

Objective

The aim of the Sub-fund is to provide long term capital growth by taking exposure of at least two-thirds of its total assets to equities of companies which have their registered office or exercise a preponderant part of their economic activities in the United States. The Sub-fund will focus on investing in companies that are undervalued and combine attractive valuation with a catalyst for change. These companies can be both large caps as well as midcaps and smallcaps.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.1% 10.8%
2015 5.7% 6.8% -5.4% -5.0% 10.0%
2014 17.6% 2.5% 0.3% 5.6% 8.4%
2013 34.5% 19.2% 6.6% -0.8% 6.7%
2012 8.9% 9.7% -3.8% 2.7% 0.4%
2011 -1.6% 3.5% -0.5% -15.5% 13.2%
2010 14.6% 12.5% -10.7% 3.5% 10.3%
2009 18.2% -10.3% 4.4% 21.0% 4.4%
2008 -3.5% -9.1% -0.3% -2.1% 8.7%
2007 -1.4% -0.2% 4.1% -3.0% -2.1%
2006 2.2% 3.1% -7.8% 3.2% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Singapore
  16. Spain
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date03/10/2005
  • Share Class size1,293Mn
  • Base currencyUSD
  • ISIN LU0226953718

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).