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

Fonds
NAV11.11.2024 Zm.+1,3700 Typ dystrybucji dochodów Kategoria Firma inwestycyjna
144,4300EUR +0,96% z reinwestycją Akcje Światowy Robeco Inst. AM 

Strategia inwestycyjna

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.
 

Cel inwestycyjny

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.
 

Dane podstawowe

Typ dystrybucji dochodów: z reinwestycją
Kategoria funduszy: Akcje
Region: Światowy
Branża: Różne sektory
Benchmark: MSCI All Country World Index
Początek roku obrachunkowego: 01.01
Last Distribution: -
Bank depozytariusz: J.P. Morgan Bank Luxembourg S.A.
Kraj pochodzenia funduszu: Luxemburg
Zezwolenie na dystrybucję: Austria, Niemcy, Czechy
Zarządzający funduszem: Wilma de Groot, Tim Dröge, Machiel Zwanenburg, Dean Walsh, Han van der Boon, Vania Sulman
Aktywa: 74,83 mln  EUR
Data startu: 18.10.2022
Koncentracja inwestycyjna: -

Warunki

Opłata za nabycie: 0,00%
Max. Administration Fee: 0,00%
Minimalna inwestycja: - EUR
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
 
99,44%
Gotówka
 
0,20%
Inne
 
0,36%

Kraje

USA
 
61,48%
Japonia
 
5,45%
Wielka Brytania
 
3,21%
Szwajcaria
 
3,00%
Kanada
 
2,79%
Francja
 
2,23%
Niemcy
 
2,09%
Kajmany
 
1,93%
Tajwan, Chiny
 
1,67%
Indie
 
1,44%
Chiny
 
1,42%
Holandia
 
1,29%
Australia
 
1,23%
Irlandia
 
1,19%
Republika Korei
 
1,07%
Inne
 
8,51%

Branże

IT/Telekomunikacja
 
32,61%
Finanse
 
17,50%
Przemysł
 
13,66%
Dobra konsumpcyjne
 
13,18%
Opieka zdrowotna
 
12,26%
Nieruchomości
 
3,75%
Towary
 
3,73%
Dostawcy
 
2,57%
Pieniądze
 
0,20%
Energia
 
0,13%
Inne
 
0,41%