Robeco’s Fintech strategy has attracted significant interest and clients entrusted the strategy with over €250m in assets in the first six months since its launch.
The fund, which was launched in November 2017, has also seen solid performance in its first six months in existence, leading to 15.77%, compared to 4.44% for the reference index (MSCI All Country World). This translates into an outperformance of 11.33% net of fees.
Robeco Global Fintech equities invests in listed stocks in developed and emerging countries across the world which truly and clearly benefit from the increasing digitisation of the financial sector. The investment process is research-driven, applying fundamental and quantitative research, including analysis of ESG factors.
Patrick Lemmens and Jeroen van Oerle, portfolio managers of Robeco Global Fintech Equities, said: “Fintech is a powerful growth trend, which is not just going be around for the next couple of years, but in ten years from now and beyond. We’re also proud of the performance that we’ve been able to achieve for our clients, and this shows that Fintech is investible from a listed perspective. We continue to see a couple of structural trends in the Fintech space with a lot of potential.”