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Robeco BP US Premium Equities D USD

Ranked 316 out of 1860 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 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 companies that are undervalued and combine attractive valuation with a catalyst for change. These companies can be both large caps as well as midcaps and smallcaps.

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

Performance

US over : 31/01/2016 - 31/01/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 12.2% -2.4% 3.1% 6.3% 4.9%
2015 -0.1% 1.7% 0.3% -8.5% 7.1%
2014 10.7% 3.2% 2.8% 0.2% 4.3%
2013 37.1% 11.4% 6.5% 6.0% 9.1%
2012 13.9% 12.8% -5.6% 5.8% 1.1%
2011 -2.3% 5.9% -0.4% -18.0% 13.0%
2010 11.1% 5.6% -11.9% 9.0% 9.6%
2009 32.7% -10.6% 19.9% 17.5% 5.4%
2008 -30.3% -9.2% -0.2% -12.3% -12.4%
2007 0.3% 0.0% 6.5% -1.5% -4.3%
2006 16.6% 4.2% -1.7% 4.2% 9.2%
2005 -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Singapore
  16. Spain
  17. Switzerland
  18. Taiwan
  19. United Kingdom

Fund Info

  • Launch date03/10/2005
  • Share Class size1,656Mn
  • Base currencyUSD
  • ISIN LU0226953718

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Classic US stocks becoming value traps, say star managers

In an exclusive Citywire Global interview, Robeco’s US equity star Duilio Ramallo and manager Steve Pollack warn over outlook of US' top names and reveal why they are avoiding utilities and REITS.

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