NAV27/08/2024 Diferencia+0.4800 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
194.4600EUR +0.25% reinvestment Equity Worldwide Robeco Inst. AM 

Estrategia de inversión

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.
 

Objetivo de inversión

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.
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
Región: Worldwide
Sucursal: Mixed Sectors
Punto de referencia: MSCI World Index TRN
Inicio del año fiscal: 01/01
Última distribución: -
Banco depositario: J.P. Morgan SE.
País de origen: Luxembourg
Permiso de distribución: Austria, Germany, Switzerland, Czech Republic
Gestor de fondo: Michiel Plakman, Christoph Wolfensberger
Volumen de fondo: 93.19 millones  EUR
Fecha de fundación: 29/10/2020
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 0.50%
Max. Comisión de administración: 0.70%
Inversión mínima: 500,000.00 EUR
Deposit fees: -
Cargo por amortización: 0.00%
Prospecto simplificado: Descargar (Versión para imprimir)
 

Sociedad de fondos

Fondos de empresa: Robeco Inst. AM
Dirección: Weena 850, 3014, Rotterdam
País: Netherlands
Internet: www.robeco.com
 

Activos

Stocks
 
96.00%
Cash
 
4.00%

Países

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%

Sucursales

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%