(Boursier.com) — Robeco announces the strengthening of its multi-asset offering. Multi-asset funds have been rebranded to better reflect the increased focus on sustainability, ensuring transparency for distribution fund clients.
The three funds have been grouped together within Robeco’s Capital Growth Funds SICAV, which facilitates access to the multi-asset offering for investors already invested in Robeco’s equity and bond strategies. Are concerned:
-The Multi-Asset Income strategy, renamed Sustainable Income Allocation
-The Multi-Asset Sustainable strategy, renamed Sustainable Diversified Allocation
-The Multi-Asset Growth strategy, renamed Sustainable Dynamic Allocation
The investment approach has transformed from a “fund of funds” model to a “line by line” structure, which makes it possible to manage risks more effectively and to put in place binding elements common to all strategies. , the funds notably favor investments in the portfolio which avoid significantly harming the Sustainable Development Goals (SDGs). This new structure makes it possible to ensure, more effectively, active management of the risk of regional biases, exposure to factors and liquidity, while reducing the need for large complementary portfolios.
These modifications do not impact the performance objectives of the investment process which remains in line with that of the last five years or more. The funds continue to be backed by a benchmark index within their category, allowing their existing performance history to be used.
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Robeco’s 3 multi-asset funds display a solid long-term track record and were awarded the Gold Morningstar Medalist Rating, as of 03/31/2024.
Remmert Koekkoek, Head of Multi-Asset Solutions at Robeco, comments: “We have made these strategic adjustments to provide investors with the best offering of Robeco strategies combining quantitative, fundamental and thematic approaches. has been increased with the aim of achieving an optimal balance between risk, performance and sustainability.”
Colin Graham, Portfolio Manager for Robeco’s Multi-Asset Solutions, concludes: “Our commitment to sustainable investing does not alter performance targets in any way, which is why performance benchmarks remain unchanged. Additionally, the new configuration aims to increase transparency, allowing customers to evaluate sustainability characteristics.”