Robeco Lists New Active Global Equity ETF on London Stock Exchange

The Robeco 3D Global Equity UCITS ETF GBP(H) Acc began trading today under the ticker symbol R3DW.

The ETF is structured as a Dublin-domiciled UCITS fund with the ISIN IE0001CEGCP5.

Investment Objective and Strategy
The fund is an actively managed global equity portfolio focusing on developed markets. Its core strategy is Robeco’s proprietary “3D” investment approach, which integrates the analysis of risk, return, and sustainability into a single quantitative stock-ranking model.

The objective is threefold: to achieve returns above its benchmark, to exhibit better sustainability characteristics than the benchmark, and to manage risk relative to the benchmark. The portfolio is constructed through a quantitative optimization process that balances these three dimensions.

Benchmark and Management Approach
The fund uses the MSCI World Index (Net Return, Hedged to GBP) as its performance reference point. However, as an active fund, it is not constrained by the benchmark’s composition. The manager has full discretion to select stocks from within or outside the MSCI World universe and can take substantial deviations from the benchmark’s weightings.

To manage the risk associated with this active approach, the fund employs limits on the Value at Risk (VaR) ratio, which is designed to control the extent of performance deviation from the benchmark over time.

Sustainability Focus
The fund is classified under Article 8 of the EU’s Sustainable Finance Disclosure Regulation (SFDR), meaning it promotes environmental and social characteristics. A specific element of its strategy involves assessing each company’s contribution to the United Nations Sustainable Development Goals (SDGs). The fund aims for economic results while incorporating environmental, social, and governance (ESG) criteria, detailed further in its prospectus.

Trading Details
The ETF is listed in British Pound Sterling (GBP) and follows an accumulating share class structure, meaning dividends are reinvested.