Robeco Net Zero 2050 Climate Equities I USD
LU2496629846
Robeco Net Zero 2050 Climate Equities I USD/ LU2496629846 /
NAV13.08.2024 |
Zm.+2,2600 |
Typ dystrybucji dochodów |
Kategoria |
Firma inwestycyjna |
143,8300USD |
+1,60% |
z reinwestycją |
Akcje
Światowy
|
Robeco Inst. AM ▶ |
Strategia inwestycyjna
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.
Cel inwestycyjny
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.
Dane podstawowe
Typ dystrybucji dochodów: |
z reinwestycją |
Kategoria funduszy: |
Akcje |
Region: |
Światowy |
Branża: |
Różne sektory |
Benchmark: |
MSCI World Climate Change Index |
Początek roku obrachunkowego: |
01.01 |
Last Distribution: |
- |
Bank depozytariusz: |
J.P. Morgan Bank SE |
Kraj pochodzenia funduszu: |
Luxemburg |
Zezwolenie na dystrybucję: |
Austria, Szwajcaria, Luxemburg |
Zarządzający funduszem: |
Chris Berkouwer, Yanxin Liu |
Aktywa: |
132,55 mln
EUR
|
Data startu: |
15.07.2022 |
Koncentracja inwestycyjna: |
- |
Warunki
Opłata za nabycie: |
0,50% |
Max. Administration Fee: |
0,85% |
Minimalna inwestycja: |
- USD |
Opłaty depozytowe: |
- |
Opłata za odkupienie: |
0,00% |
Uproszczony prospekt: |
- |
Firma inwestycyjna
TFI: |
Robeco Inst. AM |
Adres: |
Weena 850, 3014, Rotterdam |
Kraj: |
Holandia |
Internet: |
www.robeco.com
|
Aktywa
Akcje |
|
97,86% |
Gotówka |
|
2,14% |
Kraje
USA |
|
64,13% |
Irlandia |
|
6,51% |
Japonia |
|
4,63% |
Kanada |
|
4,40% |
Francja |
|
3,62% |
Niemcy |
|
3,47% |
Wielka Brytania |
|
2,92% |
Dania |
|
2,68% |
Chiny |
|
2,53% |
Australia |
|
2,41% |
Gotówka |
|
2,14% |
Wyspy Owcze |
|
0,54% |
Inne |
|
0,02% |
Branże
IT/Telekomunikacja |
|
34,71% |
Przemysł |
|
17,72% |
Dobra konsumpcyjne |
|
14,98% |
Finanse |
|
12,49% |
Opieka zdrowotna |
|
7,31% |
Towary |
|
5,12% |
Dostawcy |
|
3,34% |
Pieniądze |
|
2,14% |
Energia |
|
1,36% |
Nieruchomości |
|
0,83% |