Robeco has launched a global multi-thematic strategy, which offers a solution to clients seeking long-term returns from megatrends.
The strategy aims to increase overall returns and minimise concentration risks and volatility by using bottom-up stock picking across all thematic strategies, building on Robeco’s existing Megatrends fund range. It is a global equity portfolio and is classified as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR).
The strategy applies a systemic investment process, allocating exposure to the underlying themes and companies from across the firm’s diverse range of thematic equity strategies. It targets three key trends: transforming technologies, changing socio-demographics, and preserving Earth.
It will be led by three portfolio managers – Dora Buckulcikova, Marco van Lent, Steef Bergakker – and two investment analysts, together with 13 thematic ambassadors.
Ralf Oberbannscheidt, head of thematic investing at Robeco, said: “With our strengthened Global Multi-Thematic strategy, we offer our clients the opportunity to invest in the most relevant trends, while at the same time the bundling of these thematic strategies in one capability, which provides diversification and volatility adjusting benefits.
“Our choice of these trends reflects our belief in the significant economic value of addressing inefficiencies, inequalities, and imbalances in business, society, and the environment. This value is often underappreciated by broader markets. We’re now able to offer our clients the possibility to invest in 3 secular trends and 13 innovative thematic strategies through one single strategy.”
