The strategy is designed to beat the Bloomberg Barclays Global Aggregate Index and invests in a diversified fixed income portfolio of credits and government bonds with balanced exposure to the low risk, quality, value, momentum and size factors. Due to its highly systematic nature and distinct investment style, investors in the fund can benefit from style diversification with fundamentally managed global fixed income strategies.
 
The strategy integrates environmental, social and governance (ESG) criteria into the investment process, and engagement and exclusions are carried out by Robeco’s active ownership team. The fund will be managed by Olaf Penninga and Patrick Houweling, who heads Robeco’s Quant Credit capability.
 
Robeco QI Global Multi-Factor Bonds is domiciled in Luxembourg and available to institutional and retail investors, as well as wholesale distributors in key markets at the request of investors.