Robeco Global Engagement Equities IH GBP

Actively targeting impact and financial returns

Share classes Share classes Every share class of a product invests in the same portfolio of securities and has the same investment objectives and policies. However, their parameters might deviate. For instance and amongst others, their distribution type, currency exposure or fees and expenses might differ. The most common share classes at Robeco are: a) D/DH shares, which are regular shares and available for all Investors; b) I/IH shares, for institutional investors as defined from time to time by the Luxembourg supervisory authority. For more information on share classes please go to the prospectus.

Class and codes

Asset class
Equities
ISIN
LU3332965352
Bloomberg
ROSEEIH LX

Asset class

Equities

ISIN

LU3332965352

Bloomberg

ROSEEIH LX

Index

MSCI All Country World Index (hedged into GBP)

Overview Performance & costs Sustainability Commentary Documents

Key points

Helping business achieve positive impact through engagement.
Drive clear and measurable improvements in a company’s contribution to the SDGs while achieving attractive investment returns
Concentrated portfolio includes assessment on SDGs engagement potential.

About this fund

Robeco Global Engagement Equities is an actively managed fund that invests in a concentrated selection of global stocks. Stock selection is based on fundamental analysis to invest in companies based on their contribution to the United Nations Sustainable Development Goals (UN SDGs). The fund actively engages with the invested companies and initiates a dialogue to motivate these companies to improve their fulfilment of the UN SDGs over three to five years. The portfolio is built on the basis of an eligible investment universe and an internally developed SDG framework for mapping and measuring SDG contributions (information can be obtained via the website www.robeco.com/si).The fund also aims to achieve a better return than the index.

Key facts

Per 31-03-2026

Inception date share class	21-04-2026
Dividend paying	No

Fund manager

Thomas Globe
Michiel Plakman CFA
Peter van der Werf

Thomas Globe is a member of the Global Equity team and Deputy Lead Portfolio Manager of Robeco’s Engagement Equities strategy. Prior to joining Robeco in 2024, he worked as portfolio manager for Premier Miton Investors with a focus on sustainable global equities. Previous to that, he worked at Premier Asset Management as portfolio manager and analyst. He joined the industry in 2011. Thomas holds a first class Bachelor of Arts (Joint Honours) in Business and Law from Staffordshire University. He is a CFA® Charterholder. Michiel Plakman is Portfolio Manager and Co-Head of Robeco’s Global Equity team. He is Lead Portfolio Manager Global Stars Equities and Portfolio Manager Global Engagement Equities. He is responsible for fundamental global equities with a focus on companies in information technology, real estate, communication services and portfolio construction. Before starting this role since 2009, Michiel was responsible for managing the Robeco IT Equities fund within the TMT team. Prior to joining Robeco in 1999, he worked as a Portfolio Manager Japan at Achmea Global Investors (PVF Pensioenen). From 1995 to 1996 he was Portfolio Manager European Equities at KPN Pension Fund. Michiel holds a Master's in Econometrics from Vrije Universiteit Amsterdam and is a CFA® Charterholder. Daniela da Costa is co-portfolio manager of Robeco's Global Engagement fund and has a research focus on Brazil and the African consumer sector. Prior to joining Robeco in 2010, she was Portfolio Manager Latin American Equities at Nomura in London. Before that, Daniela worked at HSBC and with the Petrobras pension fund in Brazil. She started her career in the industry in 1997. Daniela holds a Master's in Economics from the Brazilian Capital Markets Institute in Rio de Janeiro (IBMEC-RJ) and a MBA certificate in pension fund asset management from the Federal University of Rio de Janeiro (COPPE-UFRJ). She is board member of AMEC, the Brazilian stewardship agency and a member of Robeco’s SDG committee and Biodiversity Task Force. Peter van der Werf is Head of Active Ownership at Robeco. He leads the corporate and sovereign engagement program in the Active Ownership team and is involved in further integration of active ownership in Robeco’s investment products. With his engagement work he has challenged sustainability leadership at more than 200 global companies to align their environmental and social strategy with Robeco’s sustainable investing philosophy. As Portfolio Manager Engagement Equities, Peter contributes to impact investing in listed equity. He is also an Advisory Board member of the Finance for Biodiversity foundation. Peter started his career in 2007 and holds a Master’s in Environmental Sciences from Wageningen University.

The performance data for this fund is either unavailable or restricted by the MIFID legislation, which prevents us from reporting performance data for funds with less than a 12-month track record.

Cost of this fund	Percentage
Ongoing charges Indication of annual charges that are deducted for this fund. This indication is based on the costs over the last calendar year and may vary from year to year. Transaction costs incurred by the fund, any performance fees and other one-off costs are not included in the ongoing charges.	0.88%
Included management fee A fee paid by the fund to the asset management company for the professional management of the fund.	0.75%
Included service fee This fee is intended to cover official fees, such as the cost of annual reports, annual shareholders' meetings and price publications.	0.12%

Fiscal product treatment

The fund is established in Luxembourg and is subject to the Luxembourg tax laws and regulations. The fund is not liable to pay any corporation, income, dividend or capital gains tax in Luxembourg. The fund is subject to an annual subscription tax ('tax d'abonnement') in Luxembourg, which amounts to 0.01% of the net asset value of the fund. This tax is included in the net asset value of the fund. The fund can in principle use the Luxembourg treaty network to partially recover any withholding tax on its income.

Fiscal treatment of investor

Investors who are not subject to (exempt from) Dutch corporate-income tax (e.g. pension funds) are not taxed on the achieved result. Investors who are subject to Dutch corporate-income tax can be taxed for the result achieved on their investment in the fund. Dutch bodies that are subject to corporate-income tax are obligated to declare interest and dividend income, as well as capital gains in their tax return. Investors residing outside the Netherlands are subject to their respective national tax regime applying to foreign investment funds. We advise individual investors to consult their financial or tax adviser about the tax consequences of an investment in this fund in their specific circumstances before deciding to invest in the fund.

Market development

Per 31-03-2026

Any hopes of a reprieve from the geopolitically driven volatility that has pervaded markets over the past 12 months was dashed by the US-Israel attacks on Iran and widespread disruption this caused to global energy markets. Initial expectations of a swiftly resolved conflict have faded, as there is still no clear exit plan. With ongoing concerns around further escalation, energy markets have little to no visibility on a return to normal supply. Inflation concerns are back on the agenda, and the rate cuts that had been expected now appear unlikely. This has resulted in sharp moves in sectors that are deemed more rate sensitive. Market weakness was broad, with negative moves seen across all major indices. A stellar start to the year for the KOSPI was dented later in the month due to South Korea's position as an energy importer, while both US and European indices were weak.

Expectation of fund manager

Thomas Globe
Michiel Plakman CFA
Peter van der Werf

The outlook hinges on how quickly tensions in the Middle East ease. Markets currently assume a short-lived conflict, with oil stabilizing around USD 80–85 through 2026. Under that scenario, equities could grind higher, driven more by earnings than valuation expansion. A strong capex cycle – particularly in AI, defense, and energy infrastructure, with nearly USD 700 bln from hyperscalers – supports US corporate profits. Europe remains more vulnerable, given its energy dependence, exposure to gas price shocks, and the risk of ECB rate hikes amid weak growth. Asia faces similar pressures, though China benefits from strategic reserves and pricing controls. Downside risks remain significant. The base case is for choppy but gradually rising markets, led by US tech, industrials, and energy-linked sectors, with periodic volatility driven by oil, private credit, or AI-related developments. In this environment, a disciplined, quality-focused approach remains key.

Important information

Past performance is no indication of current or future performance. This is not a buy, sell or hold recommendation for any particular security. No representation is made that these examples are past or current recommendations, that they should be bought or sold, nor whether they were successful or not.

Any opinion or estimate contained in this website is made on a general basis and is not to be relied on by the reader as advice. Robeco reserves the right to make changes and corrections to its opinions expressed here, this website and the associated materials and links at any time, without notice.