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ABN AMRO

Transparent investment through internal funds

Essential Mandate

Essential Mandate

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  • Broad diversification
  • Focus on internal investment funds
  • Total transparency

A portfolio consisting of investment funds we manage in-house.

Mandate characteristics: 

The Essential Mandate consists of a selection of investment funds managed by ABN AMRO itself. Each of the underlying funds has its own characteristics. Because we are using internal funds, you will see the detailed composition of all the funds in your reports. Depending on market conditions and our strategy, the Portfolio Managers have several building blocks at their disposal to add accents. This results in a broadly diversified portfolio. The Essential Mandate is available in a capitalization or distribution version.

ABN AMRO

Portfolio management and sustainability

Themes such as climate change, circular economy, human rights and social entrepreneurship play an increasingly important role in our society. As a financial institution, we are aware of our responsibility in this regard. Our experts invest for you in companies that lead the way in finding and maintaining the balance between people, the environment and society. For you and for future generations.

More information and conditions

What the mandate comprises

  • Equity
    The equity component of the portfolio follows the sectoral and regional strategy of the Global Investment Committee. We use an internal equity fund for this purpose. Some 75 individual shares are selected for developed equity markets such as the US and Europe, while investments in emerging markets mainly use trackers and regional funds. Risks are spread thanks to the diversification of the equity fund, while tactical focus points can be used to increase returns.
  • Bonds
    The bond component of the portfolio is structured into two main blocks: the "High Quality" element is mainly focused on bonds that stand out due to their high credit ratings. These may be either government or corporate bonds, depending on the current strategic focal points. We can also vary the weighting of maturities by using bonds of different maturities. The primary goal of the "High Returns" part of the bond component is to achieve a rather higher return while keeping an eye on diversification and managing the risks taken.
  • Other investments 
    In order to further diversify the portfolio, the Portfolio Managers use a fund of funds. This fund consists of a dynamic selection of actively managed allocation funds (open architecture), each of which has its own investment policy. This combination of different styles aims to achieve an optimum spread of risk and return.
  • Cash
    Finally, the Portfolio Managers may hold some of your assets in cash. This cash may play an active role in the chosen strategy and allocation from time to time.
Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.

More information and conditions

What the mandate comprises
Sustainable Financial Disclosure

What the mandate comprises

  • Equity
    The equity component of the portfolio follows the sectoral and regional strategy of the Global Investment Committee. We use an internal equity fund for this purpose. Some 75 individual shares are selected for developed equity markets such as the US and Europe, while investments in emerging markets mainly use trackers and regional funds. Risks are spread thanks to the diversification of the equity fund, while tactical focus points can be used to increase returns.
  • Bonds
    The bond component of the portfolio is structured into two main blocks: the "High Quality" element is mainly focused on bonds that stand out due to their high credit ratings. These may be either government or corporate bonds, depending on the current strategic focal points. We can also vary the weighting of maturities by using bonds of different maturities. The primary goal of the "High Returns" part of the bond component is to achieve a rather higher return while keeping an eye on diversification and managing the risks taken.
  • Other investments 
    In order to further diversify the portfolio, the Portfolio Managers use a fund of funds. This fund consists of a dynamic selection of actively managed allocation funds (open architecture), each of which has its own investment policy. This combination of different styles aims to achieve an optimum spread of risk and return.
  • Cash
    Finally, the Portfolio Managers may hold some of your assets in cash. This cash may play an active role in the chosen strategy and allocation from time to time.

Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.