Robeco Global SDG Engagement Equities YEH CHF
LU2408969314
Robeco Global SDG Engagement Equities YEH CHF/ LU2408969314 /
NAV07/10/2024 |
Chg.-0.4500 |
Type of yield |
Investment Focus |
Investment company |
98.8500CHF |
-0.45% |
paying dividend |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Investment strategy
Robeco Global SDG Engagement Equities is an actively managed fund that invests in a concentrated selection of global stocks. Stock selection is based on fundamental analysis to invest in companies based on their contribution to the United Nations Sustainable Development Goals (UN SDGs).
The fund will actively engage with the invested companies and initiate a dialogue to motivate these companies to improve their fulfilment of the UN SDGs over three to five years via active engagement. The portfolio is built on the basis of an eligible investment universe and an internally developed SDG framework for mapping and measuring SDG contributions (information can be obtained via the website www.robeco.com/si).The fund also aims to achieve a better return than the index. The Sub-fund is actively managed. The investment policy is not constrained by a benchmark but the Sub-fund uses a benchmark for comparison purposes. The Sub-fund can deviate substantially from the issuer, country and sector weightings of the benchmark. There are no restrictions on the deviation from the benchmark. The benchmark is a broad market weighted index that is not consistent with the environmental, social and governance characteristics promoted by the Sub-fund.
Investment goal
Robeco Global SDG Engagement Equities is an actively managed fund that invests in a concentrated selection of global stocks. Stock selection is based on fundamental analysis to invest in companies based on their contribution to the United Nations Sustainable Development Goals (UN SDGs).
Master data
Type of yield: |
paying dividend |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Mixed Sectors |
Benchmark: |
MSCI All Country World Index (hedged into CHF) |
Business year start: |
01/01 |
Last Distribution: |
17/04/2024 |
Depository bank: |
J.P. Morgan SE |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland |
Fund manager: |
Michiel Plakman CFA, Daniela da Costa, Peter van der Werf |
Fund volume: |
1.46 bill.
USD
|
Launch date: |
23/11/2021 |
Investment focus: |
- |
Conditions
Issue surcharge: |
3.00% |
Max. Administration Fee: |
0.47% |
Minimum investment: |
- CHF |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
Robeco Inst. AM |
Address: |
Weena 850, 3014, Rotterdam |
Country: |
Netherlands |
Internet: |
www.robeco.com
|
Countries
United States of America |
|
48.48% |
Japan |
|
8.19% |
United Kingdom |
|
4.91% |
Ireland |
|
4.09% |
Sweden |
|
4.02% |
Korea, Republic Of |
|
3.89% |
Netherlands |
|
3.54% |
Switzerland |
|
3.41% |
France |
|
3.23% |
India |
|
2.67% |
South Africa |
|
2.42% |
Germany |
|
2.36% |
Hungary |
|
2.08% |
Brazil |
|
2.05% |
Cash |
|
1.88% |
Others |
|
2.78% |
Branches
IT/Telecommunication |
|
33.72% |
Consumer goods |
|
17.51% |
Finance |
|
13.46% |
Healthcare |
|
12.31% |
Industry |
|
11.75% |
Commodities |
|
3.73% |
Energy |
|
3.23% |
real estate |
|
2.41% |
Cash |
|
1.88% |