Curate Global Sustainable Equity Fund
This fund invests in a large, diversified portfolio of shares listed on global stock markets, with a specific focus on companies that demonstrate higher levels of sustainability. Using systematic, data-based models, it aims to deliver returns ahead of global stock markets but with lower long-term risks.
Why invest in this fund?
- A diversified portfolio of global developed market shares, designed to deliver returns ahead of the benchmark
- Focus on reducing the environmental footprint and improving sustainable outcomes.
- Low cost.
- Can be used as part of a diversified global portfolio.
Risk profile
High
Low risk
Moderate
High risk
Investment term
7+ years
Asset class
Global equity
Managed by
Robeco
One of Europe’s most established asset managers, Robeco was founded in Rotterdam in the Netherlands in 1929. The firm has a dedicated focus on doing extensive research to support its investment decision-making.
Fund
objective
This is a systematic fund that uses data-driven models managed by a team of investment professionals to invest in a portfolio of hundreds of global shares.
It aims to outperform the MSCI World Index over any 3-year period while focusing on companies with more sustainable business models.
Investment philosophy
Over many decades, Robeco’s research teams have identified trends in the ways that markets behave.
Because Robeco believes these trends are persistent, it is possible to set up models that generate returns by spotting them and positioning the portfolio accordingly.
Such trends used within this portfolio are value, quality, and momentum risk premia which have proven to outperform overtime.
Fund-related risks
The investments in this portfolio can move up and down substantially over shorter periods. It is not suitable for investors who want to avoid variable returns over shorter periods. Extreme events could have a particularly large impact.