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Robeco Global Consumer Trends Equities D EUR

Ranked 4 out of 10 in - Consumer Discretionary over 12 months
All calculations are in EUR unless stated

Managed by

Jack Neele

Jack Neele is from Sint Philipsland in the Netherlands. Born in the mid-seventies he is a graduate of the Erasmus University of Rotterdam. He started his career in 1999 at Fortis Bank before joining Robeco in 2006 where, since 2007, he has been the portfolio manager of the Robeco Global Consumer Trends Equities Fund. Outside of running money Jack's hobbies include playing tennis, watching soccer and reading.

Richard Speetjens

Richard Speetjens has been managing European equities and global consumer trends equities at Robeco since 2007. Prior to this he worked at Van Lanschot for two years, having joined in 2005 after spending five years at Philips Pension Fund. Richard studied economics and finance at Maastricht University and is CFA charterholder. Based in Rotterdam, away from fund management he enjoys football, the cinema and theatre, music and squash.

Objective

The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies all over the world which benefit from the expected increase in consumer spending. The Sub-fund may hold the major part of its investments in companies domiciled in emerging markets or in companies that derive the majority of their revenues from emerging countries.

Showing fund performance in Finland View performance globally

Performance

Consumer Discretionary over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.8% 10.2%
2017 21.3% 10.2% 2.1% 3.2% 4.5%
2016 -0.7% -7.5% 1.1% 5.5% 0.7%
2015 15.8% 18.0% -2.7% -6.9% 8.4%
2014 13.5% -3.8% 2.9% 4.5% 9.7%
2013 32.5% 9.8% 5.2% 8.3% 5.8%
2012 24.0% 18.2% 0.5% 5.4% -0.9%
2011 -4.8% -1.6% 4.8% -14.5% 8.0%
2010 35.6% 12.3% 2.4% 5.2% 12.1%
2009 59.6% 4.2% 15.8% 19.0% 11.1%
2008 -42.4% -18.8% -4.8% -10.6% -16.7%
2007 4.9% 1.3% 9.5% -1.2% -4.2%
2006 9.5% 4.4% -7.8% 5.1% 8.2%
2005 31.4% 2.4% 4.7% 9.0% 12.4%
2004 8.7% 7.6% 3.5% -3.9% 1.6%
2003 5.7% -8.9% 10.7% 3.1% 1.6%
2002 -30.4% 4.7% -17.3% -14.2% -6.3%
2001 -3.0% 3.5% 9.7% -27.7% 18.3%
2000 -20.4% 8.7% -10.6% -1.6% -16.8%
1999 61.6% 16.3% 4.4% -0.2% 33.3%
1998 -28.8% 16.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
EUR Cash 5.64%
Amazon.com Inc ORD 3.07%
Alphabet Inc ORD 2.87%
Mastercard Inc ORD 2.86%
Visa Inc ORD 2.72%
Alibaba Group Holding Ltd DR 2.51%
Netflix Inc ORD 2.40%
Tencent Holdings Ltd ORD 2.21%
Microsoft Corp ORD 2.16%
Booking Holdings Inc ORD 2.14%
31/07/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date03/06/1998
  • Share Class size558Mn
  • Base currencyEUR
  • ISIN LU0187079347

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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