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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 1993that 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.
Global Multi-thematic
One-stop shop for the best of Robeco’s thematic investing
The Global Multi-Thematic strategy is a global equity portfolio that draws from Robeco’s comprehensive thematic range to efficiently capture the upside potential of megatrends while mitigating downside risk.
secular megatrends
innovative thematic strategies
investable stocks
Why invest?
The strategy provides a turnkey solution to long-term investing in the large-scale changes that are reshaping today’s world into the world of tomorrow.
The strategy applies a systematic yet dynamic investment process to discover, allocate and calibrate exposure to the most promising underlying themes and companies from across Robeco’s diverse range of thematic equity strategies.
In this way, we aim to amplify overall returns while minimizing the concentration risks and volatility associated with single themes.
Thematic building blocks
The Multi-Thematic strategy draws from all of Robeco’s thematic equity strategies to create a portfolio capturing the ‘best of’ thematic investing.
More about the strategy
The strategy targets three key megatrends: Preserving Earth, Transforming Technologies and Changing Sociodemographics.
Our choice of megatrends reflects our belief in the significant economic value of addressing inefficiencies, inequalities, and imbalances in business, society, and the environment. This value is often underappreciated by broader markets.
Successfully harnessing their power requires keen foresight and expertise. Investment ideas are generated from a network of ambassadors who provide in-depth analysis and insights from their respective thematic domains.
These ideas inform an investment process characterized by rigorous bottom-up stock selection overlaid with a flexible, top-down theme allocation. The result is a portfolio of 60-80 high-conviction stocks best positioned to capture future growth.
A one-stop shop to a world of opportunities
Dora Buckulčíková
Portfolio Manager
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Our investment process aims to optimize exposure to the themes and companies best positioned to deliver growth.
5 reasons to invest
Monetizing megatrends
Differentiated alpha
Enhanced diversification
Pioneering expertise
