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Robeco US Premium Equities EH GBP

Ranked 142 out of 154 in - North America over 12 months
All calculations are in GBP

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.

Performance

North America over : 31/07/2014 - 31/07/2015
  • Rank 142/154 Total Return
  • Rank 52/154 Standard Deviation
  • Rank 18/154 Max Drawdown
Fund Name Loss
16 Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

-3.7%

17 Dodge & Cox Worldwide US Stock GBP

-3.9%

18 Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

-4.0%

19 Vanguard US Fundamental Value Inv GBP

-4.1%

20 JPM US Equity A Dis GBP

-4.2%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 1.7% 0.3%
2014 11.1% 3.2% 2.9% 0.2% 4.3%
2013 37.2% 11.6% 6.5% 6.0% 9.0%
2012 13.5% 12.7% -5.7% 5.7% 1.0%
2011 -3.0% 5.9% -1.5% -15.2% 9.7%
2010 11.9% 7.1% -12.6% 9.2% 9.5%
2009 17.0% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/06/2009
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN LU0432313756
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.5%

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