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Robeco

Ranked 56 out of 460 in - Global Equities over 12 months
All calculations are in EUR

Managed by

Mark Glazener

Objective

The Fund’s objective is to offer a well-diversified global equity portfolio which aims to achieve a higher return than its Benchmark. The Fund invests mainly in equities of large and well-known companies. Stock selection focuses on the shares of medium and large companies. Stocks are selected on the basis of above average earnings prospects in the medium to long term, with valuation also playing an important role. In the selection of investments, choices are made regarding distribution across regions, sectors, individual stocks and currencies.

Performance

Global Equities over : 30/09/2013 - 30/09/2014
  • Rank 56/460 Total Return
  • Rank 232/460 Standard Deviation
  • Rank 259/460 Max Drawdown
Fund Name Return
54 ESPA STOCK NEW CONSUMER T

20.1%

55 UBS (Lux) Strategy Fd - Equity (USD) P-acc

Currency exposure is hedged

Currency exposure is hedged

20.1%

56 Robeco

20.0%

57 Flossbach von Storch - Global Equity F

20.0%

58 Uni21. Jahrhundert -net-

19.9%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 13.4% -0.5% 6.6% 6.8%
2013 21.3% 11.4% -0.2% 3.0% 5.8%
2012 13.9% 10.7% -1.4% 7.2% -2.7%
2011 -7.1% -1.0% -4.2% -11.6% 10.8%
2010 19.9% 9.1% -4.9% 2.8% 12.4%
2009 33.1% -7.3% 17.9% 13.5% 7.2%
2008 -40.9% -16.4% -0.1% -10.8% -20.6%
2007 -1.5% 0.7% 6.0% -2.7% -5.2%
2006 7.5% 4.7% -6.7% 5.9% 4.0%
2005 28.3% 4.0% 9.1% 6.3% 6.5%
2004 5.0% 5.2% 1.2% -3.6% 2.3%
2003 5.5% -7.8% 8.6% 1.5% 3.9%
2002 -34.8% 2.8% -21.2% -17.4% -2.6%
2001 -17.4% -13.2% 6.0% -20.4% 12.7%
2000 -4.6% 5.6% -6.5% 8.3% -10.9%
1999 58.4% 12.8% 7.0% -2.6% 34.7%
1998 22.5% 16.8% 5.0% -17.7% 21.4%
1997 34.9% 10.2% 20.1% 4.4% -2.4%
1996 28.7% 7.3% 6.8% 2.2% 9.9%
1995 3.7% -1.0% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Italy
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

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