Robeco New World Financials F €
ISIN LU0792910480 / Valor 18786974
Robeco New World Financials F €
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General Objective
Robeco New World Financials is an actively managed fund that aims to achieve a better return than the index by investing in equities from developed and emerging countries worldwide. The fund focuses on companies in the financial sector and attractive long-term trends such as 'digitization of financial services', 'finance and aging', and 'financial services in emerging markets'.
Fund Exposure
The fund is exposed to equities in the financial sector and can invest in financial sector-oriented companies outside the formal MSCI Financials. It focuses on trends like 'digitization of financial services', 'finance and aging', and 'financial services in emerging markets'. The fund uses proprietary valuation models to select stocks with good earnings prospects and reasonable valuations.
Risks
Equities in general, and financial equities in particular, are highly correlated with global liquidity indicators. The fund's performance is influenced by interest rates, credit spreads, and global central bank policies. The fund manager believes that an active investment strategy focusing on well-managed banks and insurers will be advantageous in the current market environment. Additionally, the fund faces risks associated with market developments and the impact of the pandemic on emerging markets.
Source
https://www.robeco.com/en-int/products/funds/isin-lu1648457296/robeco-new-world-financials-e-eur
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