Robeco QI US Climate Beta Equities SEH GBP
LU2501124247
Robeco QI US Climate Beta Equities SEH GBP/ LU2501124247 /
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% |