The fund*, which was launched in November 2017, has also seen solid performance in its first six months in existence, leading to 15.77%, compared to 4.44% for the reference index (MSCI All Country World). This translates into an outperformance of 11.33% net of fees. Robeco was one of the first asset managers to launch an actively managed fund that invests only in listed Fintech companies and is available to wholesale/retail investors.
Robeco Global FinTech Equities invests in listed stocks in developed and emerging countries across the world which truly and clearly benefit from the increasing digitization of the financial sector. The investment process is research-driven, applying fundamental and quantitative research, including analysis of ESG factors.
Patrick Lemmens and Jeroen van Oerle, Portfolio Managers of Robeco Global FinTech Equities, said: “We are extremely proud and grateful that clients already see the potential of a fund that was launched only six months ago. FinTech is a powerful growth trend, which is not just going be around for the next couple of years, but in ten years from now and beyond. We’re also proud of the performance that we’ve been able to achieve for our clients, and this shows that FinTech is investible from a listed perspective. We continue to see a couple of structural trends in the FinTech space with a lot of potential. For example, we believe that online payment methods will become mainstream, that cash payments will be an exception, and that digital finance will open the way to two billion people who currently don’t manage their own financial affairs. This shows that there is still a lot of potential, and we’re looking forward to taking advantage of these trends, to make sure that we keep adding value for our clients.”
* Robeco Global FinTech Equities D EUR
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