Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Robeco US Premium Equities EH GBP

Ranked 139 out of 151 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 : 30/04/2014 - 30/04/2015
  • Rank 139/151 Total Return
  • Rank 128/151 Standard Deviation
  • Rank 117/151 Max Drawdown
Fund Name Return
137 RBC Funds (Lux) US Mid Cap Value Equity B GBP D H

Currency exposure is hedged

Currency exposure is hedged

14.1%

138 Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

13.9%

139 Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

13.6%

140 Nordea 1 - North American All Cap Fund BP GBP

13.3%

141 Brown Advisory US Equity Growth B Hdgd GBP

Currency exposure is hedged

Currency exposure is hedged

12.8%

Fund Name Risk
126 GAM Star GAMCO US Equity GBP Inc

3.0

127 Wells Fargo (LUX) WW US Large Cap Growth A GBP

3.0

128 Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

3.0

128 Calamos US Growth A GBP Acc

3.0

130 Neuberger Berman US Large Cap Growth GBP I Dis

Currency exposure is hedged

Currency exposure is hedged

3.0

Fund Name Loss
115 Ignis American Growth Acc

-3.9%

116 Franklin US Opportunities A (Ydis) GBP

-4.0%

117 Robeco US Premium Equities EH GBP

Currency exposure is hedged

Currency exposure is hedged

-4.0%

118 T Rowe US Blue Chip Equity Q GBP

-4.0%

119 AXA Rosenberg American R Acc

-4.0%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 1.7%
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 size40Mn
  • 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).