Robeco 3D US Equity GBP(H) Acc

Issuer: Robeco

Asset Class: Equity

TER: 75bps

Trading Currency: GBP

Pays Income: False

Listing Date: 31 Jul 2025

Ticker: 3DUH

ISIN: IE000DEXCOR7

This investment vehicle offers actively managed exposure to the US equity market, guided by a distinct '3D' investment philosophy that integrates Data, Durability, and Defensiveness. The strategy aims to deliver long-term capital growth by constructing a high-conviction portfolio of US companies that exhibit compelling characteristics across these three dimensions. The 'Data' component involves a systematic analysis of a vast array of data points to identify companies with attractive valuations, solid fundamentals, and positive business momentum. This quantitative screening process helps to narrow down the investment universe to a manageable list of promising candidates for deeper, fundamental analysis.

The 'Durability' aspect focuses on identifying companies with sustainable competitive advantages and resilient business models. This involves a qualitative assessment of factors such as brand strength, market positioning, and management quality. Concurrently, the 'Defensiveness' pillar aims to build a portfolio with a lower-than-market risk profile by favouring companies with stable earnings and robust balance sheets. Furthermore, the fund incorporates a rigorous sustainability analysis, integrating environmental, social, and governance (ESG) factors into the investment process. It specifically seeks to invest in companies that positively contribute to the UN Sustainable Development Goals, adding a layer of impact to the investment objective while aiming to outperform its benchmark over a full market cycle.