Robeco has launched a sustainable conservative equities fund in conjunction with RobecoSAM, the company has announced.
The Robeco QI Global Sustainable Conservative Equities fund will build on the firm's existing conservative equity strategy and aims to provide equity returns at lower risk by exploiting the low-risk anomaly.
The fund will be run by Citywire A-rated Pim van Vliet, who runs several funds at the firm including the Robeco Global Conservative Equities fund. The team currently oversee €16.9 billion in assets under management as of October 2016.
The fund aims to offer a significantly better sustainability profile than the reference index, the MSCI World All Country.
This comes less than a week after the firm launched a new multi-asset fund, to deliver balanced returns combined with the volatility profile of defensive portfolios.
RobecoSAM helped co-develop the strategy and will be responsible for incorporating ‘Smart ESG’ scores, which will, in turn, reduce the environmental footprint of the portfolio by 20% and will avoid investments in companies with controversial business practices.
Domiciled in Luxembourg, the fund will be available for investors in Robeco’s key markets and is aimed at institutional and retail investors, who are interested in both low volatility and sustainability.
The Robeco Global Conservative Equities fund returned 13.52% in US dollar terms over the three years to the end of November 2016. This compares to a 9.23% rise by its Citywire-assigned benchmark, the MSCI AC World NR EUR, over the same time period.