NAV03/10/2024 Chg.-0.8300 Type de rendement Focus sur l'investissement Société de fonds
196.4000EUR -0.42% reinvestment Equity Worldwide Robeco Inst. AM 

Stratégie d'investissement

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.
 

Objectif d'investissement

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.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Worldwide
Branche: Mixed Sectors
Benchmark: MSCI World Index TRN
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: J.P. Morgan SE.
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, Czech Republic
Gestionnaire du fonds: Michiel Plakman, Christoph Wolfensberger
Actif net: 97.3 Mio.  EUR
Date de lancement: 29/10/2020
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.50%
Frais d'administration max.: 0.70%
Investissement minimum: 500,000.00 EUR
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: Robeco Inst. AM
Adresse: Weena 850, 3014, Rotterdam
Pays: Netherlands
Internet: www.robeco.com
 

Actifs

Stocks
 
96.32%
Cash
 
3.68%

Pays

United States of America
 
52.20%
United Kingdom
 
12.16%
Ireland
 
6.84%
Germany
 
4.84%
Japan
 
4.75%
Cash
 
3.68%
Switzerland
 
2.51%
Netherlands
 
2.40%
Israel
 
2.26%
Finland
 
1.90%
Korea, Republic Of
 
1.88%
Spain
 
1.66%
Canada
 
1.01%
France
 
0.98%
Denmark
 
0.92%
Autres
 
0.01%

Branches

IT/Telecommunication
 
30.19%
Finance
 
17.26%
Healthcare
 
17.12%
Consumer goods
 
16.00%
Industry
 
8.68%
Commodities
 
3.74%
Cash
 
3.68%
Utilities
 
2.67%
real estate
 
0.66%