Robeco logo

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License

  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)

  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993

  • that is a body registered under the Financial Corporations Act 1974.

  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.

  • that is a listed entity or a related body corporate of a listed entity

  • that is an exempt public authority

  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.

  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.


I Disagree
1167016699.jpg

Thematic investing

New World Financials

Traditional finance is being re-shaped by dramatic demographic, technological and geographical change. The New World Financials strategy is banking on future disruption and the fresh growth these changes bring to financial markets globally.


500

trillion, global retirement savings gap by 2050

5.3

billion, persons classified as middle class in 2030

7

%, annual growth (CAGR) of online payments market through 2027

Why invest in New World Financials?

Older populations are living longer globally and many with insufficient savings. This growing retirement income gap is stimulating demand for new products to ensure individuals have the financial resources needed to live healthy and comfortably long into their golden years.

Meanwhile, digitally savvy upstarts are challenging the old world order and winning big with products that are cheap and conveniently accessed, especially in underserved emerging markets. To compete, banks and insurers are overhauling systems and services to attract (and retain) new customers. Adding to the fray are e-commerce behemoths offering embedded credit and payment options to online shoppers.

The strategy

New World Financials invests in companies spurring innovation and disruption of the financial landscape. It focuses on traditional stalwarts benefiting from new waves of demand for banking, insurance, and long-term savings products. It’s also investing in newcomers who are using the scaling power of technology to offer low-cost, no-frills financial services to underserved populations in both developed and emerging markets.

Demand from next-gen populations around the globe are also creating next-gen growth opportunities through investments in fintech and e-commerce platforms as well as in the underlying tech enablers building the hardware and software infrastructure that make it all run safely and seamlessly.

Open your portfolio to the brave new world of finance and capitalize on changes in capital markets.


Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.