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Robeco BP Global Premium Equities D EUR

Ranked 356 out of 815 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Christopher Hart

Christopher Hart was born in Miami, Florida during the late sixties and attended Clemson University in South Carolina where he graduated with a degree in corporate finance. He started his career in 1991 as an analyst at Fidelity. After an 11 year stint he moved to Boston Partners Asset Management, which was acquired by Robeco in 2002. Outside of managing funds Christopher lists his hobbies as skiing, fishing and playing golf.

Joshua Jones

Objective

The aim of the Sub-fund is to provide long term capital growth by taking exposure of at least two-thirds of its total assets to equities of companies all over the world. This Sub-fund is an all cap fund, which may invest in large cap companies, as well as, small/mid cap companies.The Sub-fund will focus on investing in companies that are undervalued and combine attractive valuation with a catalyst for change. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies that mainly operate in mature economies (developed market).

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2% 4.0%
2017 5.7% 4.2% -2.7% 0.0% 4.3%
2016 11.1% -5.0% 3.1% 5.5% 7.6%
2015 11.6% 15.8% -1.2% -9.2% 7.3%
2014 18.0% 1.8% 3.5% 5.2% 6.5%
2013 27.5% 11.7% 1.0% 4.6% 8.1%
2012 14.4% 9.7% -1.3% 6.2% -0.4%
2011 0.7% 0.3% -1.2% -9.1% 11.8%
2010 19.4% 8.6% -4.9% 2.6% 12.7%
2009 24.9% -8.8% 14.1% 13.3% 6.0%
2008 -38.7% -16.5% -6.0% -1.9% -20.3%
2007 -9.6% 0.4% 5.7% -7.2% -8.2%
2006 10.8% 4.5% -5.6% 7.5% 4.5%
2005 25.7% 3.1% 9.7% 7.5% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
EUR Cash 3.73%
Microsoft Corp ORD 3.24%
Berkshire Hathaway Inc ORD 3.22%
Bank of America Corp ORD 2.13%
Anthem Inc ORD 2.02%
Oracle Corp ORD 1.69%
Goldman Sachs Group Inc ORD 1.68%
Royal Dutch Shell PLC ORD 1.64%
Eaton Corporation PLC ORD 1.56%
Verizon Communications Inc ORD 1.53%
31/07/2018

Registered For Sale In

  1. Bahrain
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Peru
  12. Poland
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date13/12/2004
  • Share Class size1,189Mn
  • Base currencyEUR
  • ISIN LU0203975437

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25%

Related News

Robeco bolsters European equities fund range with new launch

The Dutch asset manager hands new strategy to Citywire A-rated Christopher Hart, Citywire Global can exclusively reveal.

Global equity star sells down US bets to buy European value

Robeco Boston Partners' Citywire AA-rated Chris Hart has trimmed his all-time high US exposure over last few weeks in favour of Europe.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).