NAV05/11/2024 Var.+0.7200 Type of yield Focus sugli investimenti Società d'investimento
195.7000EUR +0.37% 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.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Region: Worldwide
Settore: Mixed Sectors
Benchmark: MSCI World Index TRN
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: J.P. Morgan SE.
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Germany, Switzerland, Czech Republic
Gestore del fondo: Michiel Plakman, Christoph Wolfensberger
Volume del fondo: 98.08 mill.  EUR
Data di lancio: 29/10/2020
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.50%
Tassa amministrativa massima: 0.70%
Investimento minimo: 500,000.00 EUR
Deposit fees: -
Redemption charge: 0.00%
Prospetto semplificato: Download (Print version)
 

Società d'investimento

Funds company: Robeco Inst. AM
Indirizzo: Weena 850, 3014, Rotterdam
Paese: Netherlands
Internet: www.robeco.com
 

Attività

Stocks
 
96.84%
Cash
 
3.16%

Paesi

United States of America
 
52.44%
United Kingdom
 
11.98%
Ireland
 
6.87%
Germany
 
5.03%
Japan
 
4.88%
Cash
 
3.16%
Netherlands
 
2.40%
Israel
 
2.26%
Switzerland
 
2.11%
Finland
 
2.09%
Spain
 
1.81%
Korea, Republic Of
 
1.80%
Canada
 
1.39%
France
 
1.02%
Denmark
 
0.76%

Filiali

IT/Telecommunication
 
30.47%
Finance
 
17.20%
Consumer goods
 
16.24%
Healthcare
 
16.16%
Industry
 
9.19%
Commodities
 
3.71%
Utilities
 
3.19%
Cash
 
3.16%
real estate
 
0.67%
Altri
 
0.01%