POWERED BY MOMENTUM MEDIA
Robeco wins indexing strategy mandate
Industry super fund Energy Super has appointed Robeco a $650 million global equity enhanced indexing mandate.
Their indexing strategy aimed to deliver better than market returns after costs whole integrating value, momentum, quality and sustainability factors in the investment process.
The mandate was managed by Robeco’s Quantitative Equities team, which consisted of more than 40 portfolio managers and quantitative researchers.
Stephen Dennis, head of Robeco Australia, said the appointment by Energy Super followed the strategy’s strong performance track record.
“This strategy is an attractive solution for superannuation funds looking for enhanced market returns, while improving the sustainability profile of their portfolios,” Dennis said.
Recommended for you
Jim Chalmers has defended changes to the Future Fund’s mandate, referring to himself as a “big supporter” of the sovereign wealth fund, amid fierce opposition from the Coalition, which has pledged to reverse any changes if it wins next year’s election.
In a new review of the country’s largest fund, a research house says it’s well placed to deliver attractive returns despite challenges.
Chant West analysis suggests super could be well placed to deliver a double-digit result by the end of the calendar year.
Specific valuation decisions made by the $88 billion fund at the beginning of the pandemic were “not adequate for the deteriorating market conditions”, according to the prudential regulator.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI Second Close
61.07 3 y p.a(%)
2
Spire Oaktree Opportunities XI First Close USD
59.21 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.56 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.06 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
26.81 3 y p.a(%)
