Fund Manager Top Pick for 2010!

This fund has been selected by Robeco as a Top Pick Fund for 2010.

Click here to find out why the Investment Managers think it has good growth and investment potential.

Emerging markets continue to be attractive relative to developed markets, based on strong underlying fundamentals and solid earnings-growth expectations. The strategy benefits from an investment that combines fundamental research and proprietary quantitative models. Robeco is a pioneer in emerging markets, having invested in them since the 1930's.

Expectations of the fund Manager:

"Emerging markets are being characterized by a combination of high economic growth and low average equity valuations. Earnings growth for this year and next year is likely to be higher than in much of the developed world, i.e. the US, Europe and Japan. So for the highest growth numbers with the cheapest valuations, invest in emerging markets."

What is the fund objective?

The aim of the Sub-fund is to provide long term capital growth by taking exposure of at least two-thirds of the total assets of the Sub-fund to equities of companies having their registered office or exercising a preponderant part of their economic activities in emerging countries.

The Sub-fund will normally not invest in mature economies.

To find out more please see the prospectus.

What is the fund’s investment approach?

Robeco Emerging Stars Equities invests globally in emerging economies such as China, South Korea, Russia and Brazil. The investment focus is on large companies, with a sound business model, solid growth prospects and reasonable valuation.

Investing in emerging countries has become very popular over the last few years, which is hardly surprising as these countries have shown attractive growth. Moreover, most emerging countries are in a healthy financial position and are well positioned to grow further.

Stocks in these countries are, however, still relatively cheap compared to those in developed markets. Robeco Emerging Stars Equities aims to benefit optimally from these developments. Risk management is fully integrated into the investment process to ensure that positions meet predefined guidelines.

The fund typically holds a limited cash position.

Who is the Fund Manager?

This fund is Managed by Jaap van der Hart who is Vice President, a Senior Portfolio Manager with Robeco and member of the Emerging Markets Team.

Japp was previously employed as a Portfolio Manager for the Robeco Eastern European Equities Fund and before that, a Senior Portfolio Manager for the Latin American Equities fund with Robeco.

He is a graduate from the Erasmus University Rotterdam and holds a Master's degree in Econometrics.

Who is Robeco?

Robeco, established in Rotterdam in 1929, offers investment products and services to institutional and private investors worldwide. It has around EUR 135 billion in assets under management (at 31 December 2009).

Robeco advocates responsible investing. Environmental, social and governance factors are integrated into the investment processes, and there is an exclusion policy in place. Robeco makes active use of its voting right and enters into dialogue with the companies in which it invests. The product range encompasses equity and fixed-income investments, money-market funds and alternative investments, including private equity, hedge funds and structured products. The various strategies are managed from Rotterdam (head office), Boston, Hong Kong, New York, Paris and Zurich.

To service institutional and business clients, Robeco has offices in Bahrain, Belgium, Greater China (Mainland, Hong Kong, Taiwan), France, Germany, Japan, Korea, Luxembourg, Spain, Switzerland and the United States. Robeco has a banking license in France and the Netherlands, where it can sell its products straight to private clients.

Robeco holds a 100% interest in Corestone (Zug, Switzerland), Harbor Capital Advisors (Chicago, USA) and Transtrend (Rotterdam, the Netherlands). Robeco also holds a majority interest in SAM Group (Zurich, Switzerland), a 49% interest in Canara Robeco Investment Management (Mumbai, India) and a 40% interest in AIM (Rijmenam, Belgium).

Robeco is part of Rabobank Group, one of the few privately owned banks in the world with the highest credit ratings from Moody’s and Standard & Poor’s. Furthermore, within the banking sector, Rabobank is one of the global leaders in terms of corporate social responsibility and sustainability.

As at 4 August 2010

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Costs

This Fund is one of our Top Picks for 2010 so you'll only pay 0.75% entry fee and 0.75% upon exit. We never charge for unexecuted or cancelled orders or for that matter cost of account maintenance.

Warning: Past Performance is not a reliable guide to future performance. The value of your investment may go down as well as up. Some Investment Funds may be affected by changes in currency exchange rates.

* Funds frequently bought together: This is for the information of our customers, and potential customers, based on general customer investment patterns, and does not constitute advice from us that you invest in any particular fund or a recommendation from us that a particular fund is suitable for you.