Robeco Net Zero 2050 Climate Equities D USD
LU2496629689
Robeco Net Zero 2050 Climate Equities D USD/ LU2496629689 /
NAV2024-08-13 |
Chg.+2.2300 |
Type of yield |
Investment Focus |
Investment company |
141.3700USD |
+1.60% |
reinvestment |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Investment strategy
Robeco Net Zero 2050 Climate Equities is an actively managed fund that invests in stocks in developed countries across the world with a goal of decarbonization towards Net Zero. The selection of these stocks is based on fundamental analysis. The fund has sustainable investment as its objective, within the meaning of Article 9 of the Regulation (EU) 2019/2088 of 27 November 2019 on Sustainability-related disclosures in the financial sector.
The fund aims to reduce the carbon footprint of the portfolio and thereby contribute towards the goals of the Paris agreement to keep the maximum global temperature rise well-below 2? C. The fund also aims to achieve a better return than the index. The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund aims to reduce the carbon footprint of the portfolio and thereby contribute towards the goals of the Paris agreement to keep the maximum global temperature rise well-below 2? C. The fund integrates ESG (Environmental, Social and Governance) factors in the investment process and applies Robeco's Good Governance policy. The fund also actively invests in companies that have set Net Zero goals by 2050. The fund applies sustainability indicators, including but not limited to, normative, and activity-based exclusions in line with Article 12 of the EU regulation on Climate Transition Benchmarks, and proxy voting.
Investment goal
Robeco Net Zero 2050 Climate Equities is an actively managed fund that invests in stocks in developed countries across the world with a goal of decarbonization towards Net Zero. The selection of these stocks is based on fundamental analysis. The fund has sustainable investment as its objective, within the meaning of Article 9 of the Regulation (EU) 2019/2088 of 27 November 2019 on Sustainability-related disclosures in the financial sector.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Mixed Sectors |
Benchmark: |
MSCI World Climate Change Index |
Business year start: |
01-01 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan Bank SE |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Switzerland, Luxembourg |
Fund manager: |
Chris Berkouwer, Yanxin Liu |
Fund volume: |
132.55 mill.
EUR
|
Launch date: |
2022-07-15 |
Investment focus: |
- |
Conditions
Issue surcharge: |
5.00% |
Max. Administration Fee: |
1.60% |
Minimum investment: |
- USD |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
Robeco Inst. AM |
Address: |
Weena 850, 3014, Rotterdam |
Country: |
Netherlands |
Internet: |
www.robeco.com
|
Countries
United States of America |
|
64.13% |
Ireland |
|
6.51% |
Japan |
|
4.63% |
Canada |
|
4.40% |
France |
|
3.62% |
Germany |
|
3.47% |
United Kingdom |
|
2.92% |
Denmark |
|
2.68% |
China |
|
2.53% |
Australia |
|
2.41% |
Cash |
|
2.14% |
Faroe Islands |
|
0.54% |
Others |
|
0.02% |
Branches
IT/Telecommunication |
|
34.71% |
Industry |
|
17.72% |
Consumer goods |
|
14.98% |
Finance |
|
12.49% |
Healthcare |
|
7.31% |
Commodities |
|
5.12% |
Utilities |
|
3.34% |
Cash |
|
2.14% |
Energy |
|
1.36% |
real estate |
|
0.83% |