Robeco Global SDG Equities F EUR/  LU2145460510  /

Fonds
NAV2024-07-29 Chg.+0.9100 Type of yield Investment Focus Investment company
190.7800EUR +0.48% reinvestment Equity Worldwide Robeco Inst. AM 

Investment strategy

Robeco Global SDG Equities is an actively managed fund that invests globally in companies that take action to advance the UN Sustainable Development Goals. The selection of these stocks is based on fundamental analysis. The fund's objective is to achieve a better return than the index. The strategy integrates sustainability throughout the investment process. It uses as an internally developed framework (more information on which can be found at www.robeco.com/si) to identify companies whose products and services create a material positive impact on the SDGs. The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund advances the UN Sustainable Development Goals (SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs. The fund integrates ESG (Environmental, Social and Governance) factors in the investment processand applies Robeco's Good Governance policy, The fund applies sustainability indicators, including but not limited to, normative, activity-based and region-based exclusions and proxy voting.
 

Investment goal

Robeco Global SDG Equities is an actively managed fund that invests globally in companies that take action to advance the UN Sustainable Development Goals. The selection of these stocks is based on fundamental analysis. The fund's objective is to achieve a better return than the index.
 

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
Fund manager: Michiel Plakman, Christoph Wolfensberger
Fund volume: 90.23 mill.  EUR
Launch date: 2020-10-29
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: 0.70%
Minimum investment: - EUR
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
 

Assets

Stocks
 
95.87%
Cash
 
4.13%

Countries

United States of America
 
53.11%
United Kingdom
 
11.75%
Ireland
 
6.22%
Germany
 
4.60%
Japan
 
4.24%
Cash
 
4.13%
Netherlands
 
2.42%
Korea, Republic Of
 
2.18%
Israel
 
2.08%
Switzerland
 
2.06%
Finland
 
1.86%
Spain
 
1.58%
Denmark
 
1.57%
Canada
 
1.22%
France
 
0.98%

Branches

IT/Telecommunication
 
31.50%
Finance
 
16.98%
Healthcare
 
16.81%
Consumer goods
 
15.20%
Industry
 
8.28%
Cash
 
4.13%
Commodities
 
3.68%
Utilities
 
2.80%
real estate
 
0.62%