Global Equities

Robeco Global Developed 3D Enhanced Index Equity Fund (AUD)

The Fund, through its investment in the Underlying Fund, aims to provide long-term capital growth while at the same time aiming for a better sustainability profile to the Benchmark by promoting certain environmental, social and corporate governance (’ESG’) characteristics and integrating sustainability risks in the investment process. The Fund, through its investment in the Underlying Fund, aims to achieve a better return and for an improved environmental footprint compared to the Benchmark. 

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Overview

A core global equities solution managed by Robeco, who employ a disciplined and systematic investment process to construct a diversified portfolio of global equities that seeks to deliver superior relative risk-adjusted returns and a better sustainability profile compared to the Benchmark.

The Fund employs Robeco’s quantitative systematic investment approach to enhance market cap weighted indices through the integration of valuation, momentum, quality, and certain environmental, social and corporate governance (’ESG’) characteristics and sustainability risks in the investment process. Robeco’s proprietary portfolio construction process efficiently balances risk, return, and sustainability considerations to provide investors with a well-diversified portfolio of companies in developed markets around the globe, similar to that of an index but with a potentially improved risk-return and sustainability profile.


Any investment is subject to risk, including the possible loss of all capital invested. We have provided details of the risks that may affect any investment in this Fund in the Product Disclosure Statement (PDS). The PDS and other documents are available in the ‘Resources’ section of this page.

Founded in 1929 in Rotterdam, the Netherlands, Robeco is a pure-play international asset manager with a presence in 13 countries.

Key features

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Pathway

Enhanced Indexing

Offers exposure close to a benchmark index, with a potentially improved sustainability and risk-return profile. 

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Environment

Integration of Sustainability Factors

Integration of various ESG and sustainability characteristics into the investment process, including positive and negative screening and active ownership.

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Family

Experienced Team

Managed by an experienced and well-resourced investment team supported by Robeco’s extensive, proprietary quantitative research and systems.

Fund facts

About the fund

Fund name Robeco Global Developed 3D Enhanced Index Equity Fund (AUD)
APIR ETL0561AU
ARSN 654 092 074
Benchmark MSCI World Index
Inception date
Minimum initial investment $10,000
Suggested investment timeframe At least 5 - 7 years
Distribution frequency Annually

Fees

Management fees & costs 0.3097% p.a.
Performance fees Nil

For a full breakdown of fees and costs, please refer to the Product Disclosure Statement.

Research ratings

Lonsec Highly Recommended
Zenith Recommended

Unit pricing & distributions

Unit prices

UNIT PRICES AS AT 01 APR 2026
Application price 1.45 AUD
Withdrawal price 1.45 AUD
Powered by FE fundinfo. The unit prices reflected are to two decimal places however applications and withdrawal requests are generally rounded to four decimal places.

Apply today

Initial applications can be made online by clicking the relevant link below. Or for more information on how to invest in our Funds, please click here.

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Important information

Issued by Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626, trading as Ironbark Investment Solutions (Ironbark).

Ironbark is the Responsible Entity for the Fund referred to on this page. You should consider the target market determination (TMD) and Product Disclosure Document (PDS) for the Fund before deciding whether to acquire or continue to hold an investment in the Fund. This webpage contains general information only and is not intended to represent specific investment or professional advice. It does not consider your personal financial circumstances, objectives or needs. Before making an investment decision, you should assess whether the material is appropriate for you and consider seeking financial advice. This material is for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to make any investment in the Fund. Ironbark believes that the information provided is correct as at the time of compilation. However, no warranty of accuracy or reliability is given, and Ironbark accepts no liability arising because of any errors or omissions in the material provided. To the extent permitted by law, Ironbark and its representatives are not liable for any loss or damage arising as a result of reliance placed on the contents of this page. Any investment is subject to risk, including delays on the payment of withdrawal proceeds and the possible loss of all capital invested. While any forecasts, estimates and opinions provided in this material are made on a reasonable basis, actual future results may differ materially. This webpage may contain references to third parties which Ironbark does not own or control. These references do not imply Ironbark’s support, endorsement or recommendation of any other company, product or service provided by any third party. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. No part of this material may be reproduced or distributed in any manner without the prior written permission of Ironbark.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ETL0561AU assigned 27 November 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

The report that included the rating was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 1 April 2025. Lonsec receives a fee from fund managers for the preparation of reports. Lonsec’s reports are prepared based on a Research Process that is consistently followed for different products. The information included in the report, including the rating, is general advice only. An investor should be aware that the advice has been prepared without taking into account an investors’ objectives, financial situation or needs. Investors should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice. Investors should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The report, including the rating, is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Reports are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents including the Financial Services Guide and Conflicts of Interests Statement. © 2026 Lonsec. All rights reserved.