Robeco QI Global SDG & Climate Beta Equities Z EUR/  LU2539431655  /

Fonds
NAV11/11/2024 Diferencia+1.3700 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
144.4300EUR +0.96% reinvestment Equity Worldwide Robeco Inst. AM 

Estrategia de inversión

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.
 

Objetivo de inversión

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.
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
Región: Worldwide
Sucursal: Mixed Sectors
Punto de referencia: MSCI All Country World Index
Inicio del año fiscal: 01/01
Última distribución: -
Banco depositario: J.P. Morgan Bank Luxembourg S.A.
País de origen: Luxembourg
Permiso de distribución: Austria, Germany, Czech Republic
Gestor de fondo: Wilma de Groot, Tim Dröge, Machiel Zwanenburg, Dean Walsh, Han van der Boon, Vania Sulman
Volumen de fondo: 74.83 millones  EUR
Fecha de fundación: 18/10/2022
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 0.00%
Max. Comisión de administración: 0.00%
Inversión mínima: - EUR
Deposit fees: -
Cargo por amortización: 0.00%
Prospecto simplificado: -
 

Sociedad de fondos

Fondos de empresa: Robeco Inst. AM
Dirección: Weena 850, 3014, Rotterdam
País: Netherlands
Internet: www.robeco.com
 

Activos

Stocks
 
99.44%
Cash
 
0.20%
Otros
 
0.36%

Países

United States of America
 
61.48%
Japan
 
5.45%
United Kingdom
 
3.21%
Switzerland
 
3.00%
Canada
 
2.79%
France
 
2.23%
Germany
 
2.09%
Cayman Islands
 
1.93%
Taiwan, Province Of China
 
1.67%
India
 
1.44%
China
 
1.42%
Netherlands
 
1.29%
Australia
 
1.23%
Ireland
 
1.19%
Korea, Republic Of
 
1.07%
Otros
 
8.51%

Sucursales

IT/Telecommunication
 
32.61%
Finance
 
17.50%
Industry
 
13.66%
Consumer goods
 
13.18%
Healthcare
 
12.26%
real estate
 
3.75%
Commodities
 
3.73%
Utilities
 
2.57%
Cash
 
0.20%
Energy
 
0.13%
Otros
 
0.41%