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Robeco Global Stars Equities Fund

Ranked 80 out of 630 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Michiel Plakman

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 2.8%
2016 23.6% 1.0% 5.7% 8.8% 6.4%
2015 2.5% 6.1% -3.7% -9.5% 10.9%
2014 10.5% -1.1% 3.3% 3.9% 4.1%
2013 24.4% 16.1% 1.2% 0.5% 5.3%
2012 10.6% 10.5% -4.3% 5.6% -1.0%
2011 -9.4% 2.3% -2.3% -15.6% 7.4%
2010 15.6% 9.6% -12.7% 8.8% 11.1%
2009 22.3% -11.1% 8.4% 21.8% 4.2%
2008 -22.2% -9.3% -0.8% -11.2% -2.6%
2007 7.4% 1.5% 5.2% 0.9% -0.3%
2006 5.5% 6.3% -7.6% 3.9% 3.3%
2005 24.6% 1.0% 7.1% 7.3% 7.3%
2004 5.5% -0.2% 1.6% -1.4% 5.5%
2003 14.1% -2.3% 9.4% 2.2% 4.4%
2002 -30.5% 3.0% -16.7% -19.9% 1.1%
2001 -19.6% -14.1% 2.6% -18.1% 11.3%
2000 -3.6% 1.9% -1.3% 2.1% -6.2%
1999 39.6% 6.9% 4.7% -3.7% 29.6%
1998 30.9% 11.6% 8.0% -12.8% 24.6%
1997 19.7% 6.0% 13.4% 5.9% -6.0%
1996 8.2% 5.9% 1.6% 1.3% -0.7%
1995 6.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Roche Holding AG Par 3.71
ING Groep NV ORD 3.46
Comcast Corp ORD 3.38
Amazon.com Inc ORD 3.35
Royal Dutch Shell PLC ORD 2.98
Cigna Corp ORD 2.94
Alphabet Inc ORD 2.84
Priceline Group Inc ORD 2.83
TOPIX JUN7 2.80
Citigroup Inc ORD 2.70
30/04/2017

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

Fund Info

  • Launch date03/03/1938
  • Share Class size2,653Mn
  • Base currencyEUR
  • ISIN NL0000289783

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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