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Robeco BP US Large Cap Equities I USD

Ranked 81 out of 131 in - US over 12 months
All calculations are in USD unless stated

Managed by

Mark Donovan

Based in Boston, Mark Donovan is the co-founder and CIO at Robeco Boston Partners where he manages equity funds with a value investment style. He is also responsible for strategic and tactical operating decisions affecting the firm. Prior to co-founding Robeco in 1995, Mark worked as a securities analyst for Value Line Inc, consulting associate at Kaplam Smith and Associates and equity portfolio manager at the Boston Company. Mark studied management at the Rensselaer Polytechnic Institute and is a CFA charterholder.

David Pyle

Currently based in San Francisco, David Pyle runs equity strategies at Robeco and John Hancock Group with a bottom up, value investment style. Prior to assuming this role he worked as a research analyst and associate portfolio manager at State Street Research and as a research analyst at Boston Partners. He also spent five years at Price Waterhouse. David holds a bachelor of science in business administration from California State University and an MBA from Kenan-Flagler School of Business at the University of North Carolina. David is a CFA charterholder.

Objective

The aim of the Sub-fund is to provide long term capital growth by taking exposure of at least two-thirds of its total assets to equities of companies which have their registered office or exercise a preponderant part of their economic activities in the United States. The Sub-fund will focus on investing in large cap companies that are undervalued and combine attractive valuation with a catalyst for change.

Showing fund performance in Singapore View performance globally

Performance

US over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% -0.3%
2017 18.8% 3.8% 2.4% 4.5% 7.0%
2016 12.7% -0.9% 1.5% 4.1% 7.7%
2015 -4.7% -0.3% 0.2% -9.3% 5.1%
2014 10.1% 2.5% 2.2% 0.0% 5.1%
2013 35.4% 10.5% 6.0% 4.8% 10.4%
2012 19.6% 14.5% -4.0% 7.6% 1.1%
2011 -0.1% 6.7% -1.2% -14.2% 10.5%
2010 -12.2% 9.1% 10.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Singapore
  11. Spain
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date04/01/2010
  • Share Class size841Mn
  • Base currencyUSD
  • ISIN LU0474363545

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0.65%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).