Robeco Customized US Large Cap Eqs X € header image

Robeco Customized US Large Cap Eqs X €

Fund

ISIN NL0012650717 / Valor null

NAV (2025-01-17)
EUR 70.81+1.35%

Robeco Customized US Large Cap Eqs X €
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to invest in large-cap stocks in the US based on fundamental analysis, primarily focusing on undervalued stocks with a market capitalization of more than USD 2 billion. The bottom-up stock selection process is guided by a disciplined value approach, intensive internal research, and risk aversion.

Fund Exposure

Robeco Customized US Large Cap Equities is exposed to US large-cap stocks, integrating sustainability risks in the investment process and promoting E&S characteristics within the meaning of Article 8 of the European Sustainable Finance Disclosure Regulation. The fund applies sustainability indicators, including normative, activity-based, and region-based exclusions, proxy voting, and engagement. Investments are exclusively made in securities denominated in US dollars, and the fund is not constrained by a benchmark.

Risks

Investors should be aware that this fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, as with any investment in equities, there are inherent risks associated with market fluctuations and the performance of individual stocks.

Content summarized by AI chatbot
Source

https://www.robeco.com/en-int/products/funds/isin-nl0010831046/robeco-us-large-cap-equities-%E2%80%93-eur-g

Tags:
value investing us large cap

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Robeco Customized US Large Cap Eqs G €
Robeco Customized US Large Cap Eqs G € Robeco Customized US Large Cap Eqs G €
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.35%EUR 66.25