Investment Objective
The Fund seeks to provide long-term capital appreciation above the Benchmark (ICE BofA ESTR Overnight Rate Index) in a consistent, risk-controlled manner regardless of market direction. The Fund utilizes Robeco's proprietary quantitative model with the aim to identify stocks which are expected to underperform or outperform and applies a systematic process to construct a large, diversified portfolio of long and short positions in global equities. The Fund aims for a long-term correlation to the equity market of zero.
Reference Index
ICE BofA ESTR Overnight Rate Index
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.6 | 0.5 | 0.8 | 0.9 | 0.2 | 0.8 | 0.5 | 0.5 | 0.8 | 0.3 | 0.7 | 0.1 | 0.1 | |
| 2023 | 1.0 | 0.6 | 0.3 | 0.8 | 0.5 | 0.3 | 0.5 | 0.7 | 0.5 | 0.8 | 0.4 | 0.5 | 0.5 |
