Global Equities RDT-DBI

Implementing Factor Investing
through our unique ‘Quantamental’ approach

Overview

Global Equities RDT-DBI is an actively managed long-only equity fund. The fund primarily invests in medium capitalization listed companies domiciled in developed countries.

The fund investment strategy is based on Factor Investing. Academic researchers have demonstrated that Factors risk premia are the main drivers of active management equity returns. Furthermore, each factor reacts differently to market and economic environments and holds different relationships with risk premia and market inefficiencies. Therefore, by diversifying across five factors: [Quality, Dividend, Value, Growth and Low Volatilty], our Fund Managers are able to significantly reduce risks and better capture beta, resulting in better long-term performances.

To implement its strategy, the fund has adopted a “Quantamental” approach, a blend of quantitative and fundamental analysis. For years, our Fund Managers have developed a state-of-the-art proprietary model enabling to screen, rank and pre-select stocks by integrating sector and factor specifics. Then, their outstanding expertise in fundamental stock picking ensure to rigorously select the best stocks by performing in-depth and thorough analysis.

Global Equities RDT-DBI is a sub-funds of Eurinvest UCITS, which allows Belgian companies to enjoy tax exemptions from RDT regime even without meeting the RDT requirements, unlike traditional corporate investments.

Factor Exposure

Risk Indicator

For more information about the Fund risks, please refer to the Fund prospectus and KIIDS

Geographic Exposure

Documents

Global Equities RDT-DBI Prospectus

Global Equities RDT-DBI - Prospectus Download Global Equities RDT-DBI - Prospectus. Global Equities RDT-DBI is a sub-fund of Eurinvest SICAV UCITS,  a SICAV RDT-DBI  AboutThe Prospectus provides information about the Fund and the Portfolios and contains information...

Global Equities RDT-DBI R-share KIID

Global Equities RDT-DBI R-share Key Investor Information Document Download Global Equities RDT-DBI R-share (ISIN-BE6311195844) Key Information Document (KIID) Global Equities RDT-DBI is a sub-fund of Eurinvest UCITS, a SICAV RDT-DBI  AboutThis document provides you...

Global Equities RDT-DBI I-share KIID

Global Equities RDT-DBI I-share Key Investor Information Document Download Global Equities RDT-DBI I-share (ISIN-BE6311200891) Key Information Document (KIID) Global Equities RDT-DBI is a sub-fund of Eurinvest UCITS, a SICAV RDT-DBI  AboutThis document provides you...