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Robeco QI European Conservative Equities B EUR

Rang 63 von 401 in - Aktien - Europa über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Jan Sytze Mosselaar

Jan Sytze Mosselaar is a portfolio manager within the quantitative equities team. His primary responsibility is Robeco's Low-volatility strategies, called Conservative Equities. He started his career in 2004 at Robeco and worked for ten years as a senior portfolio manager in the Robeco asset allocation department, managing multi-asset allocation funds, quantitative allocation funds and fiduciary pension mandates. He also was part of Robeco's asset allocation committee. Jan holds a Master's degree in Business Economics with a specialisation in Finance and Investments from the University of Groningen.

Maarten Polfliet

Maarten Polfliet is a senior portfolio manager within the quantitative equities team of Robeco. His primary responsibility is Robeco's Value strategy. Previously, he was client portfolio manager within the quantitative equities team. Before he joined Robeco in 2005, he was portfolio manager of the Insinger de Beaufort Dutch Equity fund at Bank Insinger de Beaufort. Before that he worked as portfolio manager for private and institutional clients at SNS Bank Nederland since 1999. Maarten holds a Master's degree in Financial Economics from Tilburg University and a Post graduate Master's degree in Financial Analysis from University of Amsterdam.

Arlette van Ditshuizen

Arlette van Ditshuizen graduated from the Erasmus University Rotterdam with a degree in econometrics. She joined Robeco Asset Management in 1997 where she currently works as a senior portfolio manager and specialises in equity portfolio management, derivatives and risk management. Prior to this, she was a coordinator of the structured products team and before this she worked as a researcher. Arlette is a member of the Dutch Securities Institute.

Pim van Vliet

Pim van Vliet is head of the Conservative Equities team at Robeco. His primary responsibility is Robeco’s low-volatility strategy, ‘Conservative Equities’. He joined the company in 2005 as a quantitative researcher responsible for asset allocation research. He has published in the Journal of Banking and Finance, Management Science, the Journal of Portfolio Management and other academic journals. He is a guest lecturer at several universities and advocates low-volatility investing at international seminars. He has authored numerous academic research papers and a book on low-volatility investing. Van Vliet holds a PhD and an MSc (cum laude) in financial and business economics from Erasmus University Rotterdam. In his spare time he enjoys cycling.

Anlageziel

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 having their registered office or exercising a preponderant part of their economic activities in Europe. The Sub-fund will focus on investing in equities that show lower volatility than average European equity. Conservative stands for the focus on equity with low volatility.

Performance

Aktien - Europa über : 31.10.2017 - 31.10.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -2,8% 1,9% 2,2%
2017 8,6% 4,7% 2,2% 0,5% 1,0%
2016 -3,5% -4,3% 0,1% 1,2% -0,4%
2015 14,6% 14,2% -3,2% -3,0% 6,9%
2014 12,1% 3,3% 5,8% 0,5% 2,1%
2013 18,6% 7,3% -1,5% 5,0% 6,8%
2012 14,2% 4,3% 1,5% 6,3% 1,5%
2011 -3,8% 0,9% 0,8% -9,3% 4,4%
2010 7,4% 5,3% -7,3% 7,0% 2,9%
2009 16,3% -10,1% 9,4% 13,9% 3,9%
2008 -30,5% -12,9% -4,3% -5,2% -12,1%
2007 -0,4%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

31.08.2018

Top 10 Positionen

Aktien Größe
Nestle SA ORD 1,95%
Total SA ORD 1,95%
GlaxoSmithKline PLC ORD 1,60%
Zurich Insurance Group AG ORD 1,60%
Muenchener Rueckversicherungs Gesellschaft AG in Muenchen ORD 1,49%
Compass Group PLC ORD 1,45%
Chocoladefabriken Lindt & Spruengli AG 1,43%
Amadeus IT Group SA ORD 1,41%
Koninklijke DSM NV ORD 1,40%
Swiss Re AG ORD 1,36%
31.08.2018

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Chile
  4. Frankreich
  5. Deutschland
  6. Luxemburg
  7. Niederlande
  8. Spanien
  9. Schweiz
  10. Vereinigtes Königreich

Information über den Fonds

  • Starttermin07.08.2007
  • Größe der Anteilsklasse60Mn
  • BasiswährungEUR
  • ISIN LU0312334617

Kaufinformation

  • Mindestanlage (initial)1
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,00%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)