Robeco Circular Economy F USD
LU2092759377
Robeco Circular Economy F USD/ LU2092759377 /
NAV2024-11-11 |
Chg.+0.2400 |
Type of yield |
Investment Focus |
Investment company |
168.2400USD |
+0.14% |
reinvestment |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Investment strategy
Robeco Circular Economy is an actively managed fund that invests globally in companies aligned with circular economy principles. The selection of these stocks is based on fundamental analysis. The fund has sustainable investment as its objective, within the meaning of Article 9 of the Regulation (EU) 2019/2088 of 27 November 2019 on Sustainability-related disclosures in the financial sector to finance solutions supporting the paradigm shift to a circular economy.
The strategy integrates sustainability criteria as part of the stock selection process and through a theme-specific sustainability assessment. The portfolio is built on the basis of an eligible investment universe that includes companies whose business models contribute to the thematic investment objectives and relevant SDGs using an internally developed framework, more information on which can be obtained at www.robeco.com/si. The fund also has the aim to achieve a better return than the index. The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund fosters resourceefficient business models for production and consumption of consumer goods, aligned with Circular Economy principles, by investing in companies that advance the following UN Sustainable Development Goals (UN SDGs): Zero Hunger, Good health and well-being, Decent work and economic growth, Industry, innovation and infrastructure, Sustainable cities and communities and Responsible consumption and production. The fund applies sustainability indicators, including but not limited to, integrates E&S (i.e. Environmental and Social) in the investment process, applies normative, activity-based and region-based exclusions, and applies proxy voting.
Investment goal
Robeco Circular Economy is an actively managed fund that invests globally in companies aligned with circular economy principles. The selection of these stocks is based on fundamental analysis. The fund has sustainable investment as its objective, within the meaning of Article 9 of the Regulation (EU) 2019/2088 of 27 November 2019 on Sustainability-related disclosures in the financial sector to finance solutions supporting the paradigm shift to a circular economy.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Mixed Sectors |
Benchmark: |
MSCI World Index TRN |
Business year start: |
01-01 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, Czech Republic |
Fund manager: |
Natalie Falkman |
Fund volume: |
328.46 mill.
EUR
|
Launch date: |
2020-01-23 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.75% |
Minimum investment: |
- USD |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Robeco Inst. AM |
Address: |
Weena 850, 3014, Rotterdam |
Country: |
Netherlands |
Internet: |
www.robeco.com
|
Countries
United States of America |
|
49.58% |
France |
|
12.35% |
United Kingdom |
|
6.13% |
Ireland |
|
5.28% |
Japan |
|
4.84% |
Sweden |
|
4.52% |
Cash |
|
3.86% |
Switzerland |
|
3.75% |
Netherlands |
|
3.07% |
Mexico |
|
2.44% |
Germany |
|
1.78% |
Denmark |
|
1.69% |
Finland |
|
0.70% |
Others |
|
0.01% |
Branches
Industry |
|
38.33% |
IT/Telecommunication |
|
21.08% |
Consumer goods |
|
18.21% |
Healthcare |
|
8.38% |
Commodities |
|
7.63% |
Cash |
|
3.86% |
real estate |
|
2.51% |