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:

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Global Stars Equities IL GBP

performance ytd (31-8)
0.03%
Performance 3y (31-8)
10.92%
total size of fund (31-8)
1850.06mln
morningstar (31-8)
3 / 5
234
View the fund

Past performance is no guarantee of future results. The value of the investments may fluctuate.

Emerging Markets Equities I EUR

performance ytd (31-8)
8.44%
Performance 3y (31-8)
7.96%
total size of fund (31-8)
975.30mln
morningstar (31-8)
4 / 5
2345
View the fund

Past performance is no guarantee of future results. The value of the investments may fluctuate.

Emerging Stars Equities D EUR

performance ytd (31-8)
14.55%
Performance 3y (31-8)
8.96%
total size of fund (31-8)
2509.75mln
morningstar (31-8)
4 / 5
2345
View the fund

Past performance is no guarantee of future results. The value of the investments may fluctuate.

*Source: Robeco, Index: MSCI World Index (Net Return, EUR). Portfolio: Robeco 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


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In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. 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. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. 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. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

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