Robeco Global SDG Equities I EUR
LU2145460783
Robeco Global SDG Equities I EUR/ LU2145460783 /
NAV8/27/2024 |
Chg.+0.4800 |
Type of yield |
Investment Focus |
Investment company |
194.4600EUR |
+0.25% |
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: |
1/1 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE. |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, Czech Republic |
Fund manager: |
Michiel Plakman, Christoph Wolfensberger |
Fund volume: |
93.19 mill.
EUR
|
Launch date: |
10/29/2020 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.50% |
Max. Administration Fee: |
0.70% |
Minimum investment: |
500,000.00 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
|
Countries
United States of America |
|
52.59% |
United Kingdom |
|
11.87% |
Ireland |
|
6.40% |
Germany |
|
4.60% |
Japan |
|
4.54% |
Cash |
|
4.00% |
Switzerland |
|
2.62% |
Netherlands |
|
2.41% |
Korea, Republic Of |
|
2.31% |
Israel |
|
2.24% |
Finland |
|
1.82% |
Spain |
|
1.60% |
Canada |
|
1.15% |
France |
|
0.97% |
Denmark |
|
0.88% |
Branches
IT/Telecommunication |
|
30.31% |
Finance |
|
17.37% |
Healthcare |
|
16.66% |
Consumer goods |
|
16.02% |
Industry |
|
8.53% |
Cash |
|
4.00% |
Commodities |
|
3.69% |
Utilities |
|
2.75% |
real estate |
|
0.67% |