Robeco Next Generation Global Small-Cap Equities

Issuer: Robeco

Asset Class: Equity

TER: 90

Trading Currency: USD

Pays Income: False

Listing Date: 27 Feb 2026

Ticker: RGSC

ISIN: IE000OHXGWO8

This actively managed fund seeks to achieve long-term capital growth by investing in a diversified portfolio of small-capitalization stocks from developed and emerging markets worldwide. The strategy is centered on identifying companies poised to benefit from powerful, long-term structural trends that are reshaping the global economy. Key areas of focus include the ongoing digital transformation, the emergence of the platform economy, and evolving consumer behaviors. By targeting these 'next generation' themes, the portfolio aims to capture the growth potential of innovative companies that are at the forefront of industrial and societal change, offering a forward-looking perspective on global equity markets.

The investment process is driven by rigorous, bottom-up fundamental analysis. The selection criteria prioritize companies with distinct competitive advantages, such as solid business models, leading market positions, and a strong commitment to sound corporate governance. The portfolio managers conduct in-depth analysis to find businesses demonstrating sustained sales growth potential and attractive valuations based on cash flow metrics. This disciplined stock-picking approach allows the fund to build a high-conviction portfolio of what it considers to be the potential market leaders of tomorrow, navigating away from a dependency on broad market movements.

This investment provides access to a segment of the market known for its dynamism and innovation. Small-cap companies often possess greater agility to adapt to new technologies and market shifts, potentially leading to higher growth rates compared to their large-cap counterparts. By focusing on global opportunities, the fund offers broad geographical diversification, reducing concentration risk and tapping into growth stories from various regions. It is designed for investors looking to complement a core equity portfolio with targeted exposure to high-potential, smaller companies that are capitalizing on transformative global trends.