Robeco QI Global SDG & Climate Beta Equities D EUR
LU2416558653
Robeco QI Global SDG & Climate Beta Equities D EUR/ LU2416558653 /
NAV2024-07-30 |
Chg.-0.1300 |
Type of yield |
Investment Focus |
Investment company |
114.5000EUR |
-0.11% |
reinvestment |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Investment strategy
Robeco QI Global SDG & Climate Beta Equities is an actively managed fund that invests globally in stocks of companies that advance the United Nations Sustainable Development Goals (SDGs) and pursue a carbon reduction objective. The selection of these stocks is based on a quantitative model. 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 portfolio is built on the basis of the eligible investment universe and an internally developed SDG framework for mapping and measuring SDG contributions (more information can be obtained via the website www.robeco.com/si). 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 has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund invests in companies whose business models and operational practices are aligned with targets defined by the 17 SDGs. 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 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 QI Global SDG & Climate Beta Equities is an actively managed fund that invests globally in stocks of companies that advance the United Nations Sustainable Development Goals (SDGs) and pursue a carbon reduction objective. The selection of these stocks is based on a quantitative model. 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 All Country World Index |
Business year start: |
01-01 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan Bank Luxembourg S.A. |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany |
Fund manager: |
Wilma de Groot, Tim Dröge, Machiel Zwanenburg, Dean Walsh, Han van der Boon, Vania Sulman |
Fund volume: |
68.27 mill.
EUR
|
Launch date: |
2021-12-14 |
Investment focus: |
- |
Conditions
Issue surcharge: |
5.00% |
Max. Administration Fee: |
0.50% |
Minimum investment: |
- EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Robeco Inst. AM |
Address: |
Weena 850, 3014, Rotterdam |
Country: |
Netherlands |
Internet: |
www.robeco.com
|
Assets
Stocks |
|
99.55% |
Cash |
|
0.15% |
Others |
|
0.30% |
Countries
United States of America |
|
61.81% |
Japan |
|
5.61% |
United Kingdom |
|
3.27% |
Switzerland |
|
3.09% |
Canada |
|
2.84% |
France |
|
2.26% |
Germany |
|
1.88% |
Taiwan, Province Of China |
|
1.75% |
Cayman Islands |
|
1.70% |
Netherlands |
|
1.50% |
India |
|
1.42% |
Korea, Republic Of |
|
1.37% |
Australia |
|
1.22% |
Ireland |
|
1.12% |
Sweden |
|
1.09% |
Others |
|
8.07% |
Branches
IT/Telecommunication |
|
34.25% |
Finance |
|
17.01% |
Industry |
|
13.41% |
Consumer goods |
|
12.66% |
Healthcare |
|
12.36% |
Commodities |
|
4.02% |
real estate |
|
3.53% |
Utilities |
|
2.23% |
Cash |
|
0.15% |
Energy |
|
0.10% |
Others |
|
0.28% |