POWERED BY MOMENTUM MEDIA
Robeco wins another HESTA mandate
Fund manager, Robeco has received a mandate from health industry fund, HESTA for its Robeco QI Global Value Equities strategy.
The mandate, described as “substantial” was noted by Robeco as complementing the low-volatility conservative equities mandate awarded by HESTA to the fund manager in 2015.
Commenting on the mandate, HESTA chief executive, Debby Blakey said the fund had been looking for a cost-effective way to access factor risk premia.
“Robeco’s research insights and portfolio construction process were attractive in that context,” she said.
The Robeco QI Global Value and Conservative Equities strategies form part of the building blocks of Robeco’s factor investing product offering.
Robeco Australia head, Stephen Dennis said he believed the firm’s factor investing offering was a great fit for superannuation funds such as HESTA looking to capture equity premiums efficiently by not going against other proven factors.
Recommended for you
The Australian Retirement Trust is adopting a “healthy level of conservatism” towards the US as the end of the 90-day tariff pause approaches, with “anything possible”.
Uncertainty around tariffs and subdued growth may lead to some short-term constraints in relation to the private credit market, the fund manager has said.
Just three active asset managers are expected to attract net inflows over the coming year, according to Morningstar, with those specialising in fixed income or private markets best positioned to benefit.
Taking a purely passive investment approach is leaving many investors at risk of heightened valuation risks, Allan Gray and Orbis Investments have cautioned.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
53.24 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
43.15 3 y p.a(%)
4
DomaCom Shoreline North Coogee
36.26 3 y p.a(%)
5
GAM LSA Private Shares AU I
35.87 3 y p.a(%)
