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Boston Partners All-Cap Value Fund;Institutional

Ranked 393 out of 1847 in - US over 12 months
All calculations are in USD unless stated

Managed by

Duilio R. Ramallo

Duilio Ramallo attended UCLA where he gained a Bachelors degree in Economics and Business, and also attended the Anderson Graduate School of Management at UCLA where he gained an MBA. He started his career as a research analyst in 1995 before becoming an assistant portfolio manager at Boston Partners in 2001. Duilio became a portfolio manager in 2005 with Robeco Boston Partners where he currently manages the Robeco BP Premium Equity fund and the Robeco BP All-Cap Value fund. He is CFA and CPA qualified.

Objective

The Fund seeks to provide long-term growth of capital primarily by investing in equity securities. Current income is a secondary objective.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 2.7%
2016 14.8% -1.3% 3.4% 6.7% 5.4%
2015 1.0% 2.1% 0.9% -8.0% 6.5%
2014 12.2% 3.4% 3.1% 0.5% 4.8%
2013 39.1% 12.2% 6.3% 6.4% 9.7%
2012 15.8% 13.0% -5.0% 6.4% 1.4%
2011 -1.4% 5.8% -0.3% -17.5% 13.2%
2010 13.4% 6.6% -12.0% 9.7% 10.2%
2009 31.0% -11.2% 18.6% 17.7% 5.6%
2008 -27.3% -7.9% -0.4% -6.8% -14.9%
2007 1.5% 0.6% 7.0% -1.6% -4.2%
2006 17.6% 4.8% -1.4% 4.2% 9.2%
2005 8.7% 0.3% 4.4% 3.8% 0.0%
2004 20.3% 5.8% 2.3% 1.0% 10.1%
2003 37.1% -4.4% 18.6% 4.8% 15.4%
2002 6.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/2002
  • Share Class size1,355Mn
  • Base currencyUSD
  • ISIN US7492551392

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.61%

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