Robeco Global Climate Transition Equities I EUR/  LU2496629416  /

Fonds
NAV17/10/2024 Var.+0.8900 Type of yield Focus sugli investimenti Società d'investimento
144.1300EUR +0.62% reinvestment Equity Worldwide Robeco Inst. AM 

Investment strategy

The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund is actively managed and invests in stocks across developed and emerging countries across the world. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies that mainly operate in mature economies (developed markets). The Sub-fund's portfolio has a focused, concentrated portfolio with a small number of larger bets. The Sub-fund aims to make investments in assets that contribute to a transition. Transition pertains to activities that measurably and credibly contribute to the goals of the Paris Agreement. This is achieved by investing in companies that have credible emission reduction targets and companies that provide solutions to enable climate change mitigation.
 

Investment goal

The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Region: Worldwide
Settore: Mixed Sectors
Benchmark: MSCI All Country World Index
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: J.P. Morgan Bank SE
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Switzerland, Czech Republic
Gestore del fondo: Chris Berkouwer, Yanxin Liu
Volume del fondo: 142.77 mill.  EUR
Data di lancio: 15/07/2022
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.50%
Tassa amministrativa massima: 0.85%
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
 
96.53%
Cash
 
3.47%

Paesi

United States of America
 
62.66%
Ireland
 
6.62%
Canada
 
4.56%
United Kingdom
 
4.18%
Japan
 
4.18%
Cash
 
3.47%
Germany
 
3.28%
France
 
2.90%
China
 
2.86%
Denmark
 
2.66%
Australia
 
2.62%
Altri
 
0.01%

Filiali

IT/Telecommunication
 
31.91%
Industry
 
14.99%
Consumer goods
 
14.87%
Finance
 
14.11%
Healthcare
 
9.57%
Commodities
 
5.10%
Cash
 
3.47%
Utilities
 
3.38%
Energy
 
1.71%
real estate
 
0.89%