Robeco logo

Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view more information.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

By clicking Proceed I confirm that I am a professional investor and that I have read, understood and accept the terms of use for this website.

Decline

Strategies to target alpha

Fundamental equity: time-tested, all-weather route to alpha

Equities in developed and emerging markets expose investors to the growth of the global economy and the accelerating productivity gains from new technologies across market cycles. The impact spans all sectors, delivering inflation protection as well as proven potential for long-term returns in rain or shine.


Why invest in this strategy?

Five key reasons why Fundamental Equity can strengthen your portfolio:

The power of equities
number 1

The power of equities

A 96 year track record
number 2

A 96 year track record

Returns in a changing world
number 3

Returns in a changing world

Off-benchmark performance
number 4

Off-benchmark performance

The heart of any portfolio
number 5

The heart of any portfolio

Related products

Discover some of our fundamental equity strategies including global and emerging markets.

Brochure Sustainable Global Stars


Sustainable Global Stars Equities D EUR

performance ytd (28/02)
1.61%
Performance 3y (28/02)
12.68%
since inception (28/02)
12.37%
total size of fund (28/02)
2367mln
morningstar (28/02)
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Emerging Markets Equities D EUR

performance ytd (28/02)
1.94%
Performance 3y (28/02)
2.91%
since inception (28/02)
5.89%
total size of fund (28/02)
1050mln
morningstar (28/02)
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Emerging Stars Equities D EUR

performance ytd (28/02)
4.67%
Performance 3y (28/02)
3.58%
since inception (28/02)
5.93%
total size of fund (28/02)
2231mln
morningstar (28/02)
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.

Upcoming webinar:

Targeting alpha with active equity in a changing world

Thursday 15 May 10:00 EDT I 15:00 BST 16:00 CEST

Register here

*Source: Robeco, Index: MSCI World Index (Net Return, EUR). Portfolio: Robeco Sustainable Global Stars Equities D EUR. All figures in EUR. Data as of 31/12/2024.

If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Performance since inception is as of the first full month. Periods shorter than one year are not annualized. Returns net of fees, based on gross asset value.

Equities in a new world order

The short-term outlook for both developed and emerging market equities is clouded by trade policy fears, but active global investors have an opportunity to outperform as old certainties crumble.

Fundamental Equity Outlook


Equities in a new world order

Quick links

More on Fundamental Equity

In times of change getting the right information and analysis is crucial to harvesting long-term returns.

Emerging markets opportunity
More High Conviction Equity strategies
All Fundamental Equity Outlooks


Explore other alpha strategies

Find out about Robeco's expertise in credits and quantitative investing.

Active Quant strategies
Credit strategies


Contact us

Speak with our team to explore how Robeco's fundamental equity strategies can strengthen your portfolio.

Contact