NAV15/08/2024 Chg.+2.2800 Type de rendement Focus sur l'investissement Société de fonds
138.4100GBP +1.67% paying dividend Equity Mixed Sectors Robeco Inst. AM 

Stratégie d'investissement

Robeco QI US Climate Beta Equities is an actively managed fund that invests in stocks of companies in the US. 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 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 intends to achieve market like returns by controlling the tilts in the portfolio on country, sectors and proven return driving factors like value and momentum. 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 in line with the MSCI USA Climate Paris Aligned Index and thereby contribute towards the goals of the Paris agreement to keep the maximum global temperature rise well-below 2? C. The Sub-fund integrates ESG (i.e. Environmental,Social and corporate Governance) characteristics in the investment process. The fund also intends to provide long term capital growth.
 

Objectif d'investissement

Robeco QI US Climate Beta Equities is an actively managed fund that invests in stocks of companies in the US. 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 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.
 

Opérations

Type de rendement: paying dividend
Fonds Catégorie: Equity
Pays: United States of America
Branche: Mixed Sectors
Benchmark: MSCI USA Index
Début de l'exercice: 01/01
Dernière distribution: 17/04/2024
Banque dépositaire: J.P. Morgan SE
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Luxembourg
Gestionnaire du fonds: Wilma de Groot, Tim Dröge, Machiel Zwanenburg, Han van der Boon, Vania Sulman, Dean Walsh
Actif net: 356.42 Mio.  USD
Date de lancement: 26/07/2022
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 0.06%
Investissement minimum: - GBP
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: -
 

Société de fonds

Société de fonds: Robeco Inst. AM
Adresse: Weena 850, 3014, Rotterdam
Pays: Netherlands
Internet: www.robeco.com
 

Actifs

Stocks
 
99.96%
Autres
 
0.04%

Pays

United States of America
 
97.92%
Ireland
 
0.71%
Switzerland
 
0.47%
Netherlands
 
0.32%
Bermuda
 
0.21%
Canada
 
0.20%
United Kingdom
 
0.13%
Autres
 
0.04%

Branches

IT/Telecommunication
 
41.03%
Finance
 
16.01%
Healthcare
 
13.48%
Industry
 
12.77%
Consumer goods
 
9.14%
real estate
 
4.03%
Utilities
 
1.98%
Commodities
 
1.52%
Autres
 
0.04%