Robeco QI European Conservative Equities C £

Category Europe Large-Cap Blend Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£138.31

arrow-down£-1.12 (-0.80%)

Fund Code

RBECI

BZ4BR80

LU1321401629

Prices updated as at 08 May 2025
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Prices in GBP

Investment objective
The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Our view

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Why we like the fund

This strategy follows a systematic process applied by Robeco’s quantitative investing group and targets exposure to companies with lower risk characteristics. In defining lower risk, Robeco focus on those companies with below average share price volatility, less market beta exposed and with lower probability of default.

The strategy aims to provide drawdown protection to add value when the market sells off sharply. The strategy also incorporates valuation and momentum considerations when ranking stocks so as to ensure they do not ‘overpay’ for defensiveness or safety and avoid companies that are on a negative trend (in their profits or their share price). The incorporation of value and momentum as well as low risk factors differentiates this strategy vs. a low volatility index and allows it to capture some additional upside.

The fund is likely to outperform the broad market in negative market environments but will likely lag fast rising markets, particularly where the performance is driven by more volatile or cyclical stocks.

How to use this fund

This fund acts as a risk reduction tool that should reduce both volatility of returns and the drawdowns. It can either be held as a standalone investment (if one is looking for lower risk equity exposure) or held alongside a higher risk equity investment - either a value biased manager, aggressive growth or a small/mid cap biased strategy.



Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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