Robeco QI US Climate Beta Equities SEH GBP/  LU2501124247  /

Fonds
NAV15.08.2024 Zm.+2,2800 Typ dystrybucji dochodów Kategoria Firma inwestycyjna
138,4100GBP +1,67% płacące dywidendę Akcje Różne sektory Robeco Inst. AM 

Strategia inwestycyjna

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.
 

Cel inwestycyjny

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.
 

Dane podstawowe

Typ dystrybucji dochodów: płacące dywidendę
Kategoria funduszy: Akcje
Kraj: USA
Branża: Różne sektory
Benchmark: MSCI USA Index
Początek roku obrachunkowego: 01.01
Last Distribution: 17.04.2024
Bank depozytariusz: J.P. Morgan SE
Kraj pochodzenia funduszu: Luxemburg
Zezwolenie na dystrybucję: Austria, Niemcy, Luxemburg
Zarządzający funduszem: Wilma de Groot, Tim Dröge, Machiel Zwanenburg, Han van der Boon, Vania Sulman, Dean Walsh
Aktywa: 356,42 mln  USD
Data startu: 26.07.2022
Koncentracja inwestycyjna: -

Warunki

Opłata za nabycie: 0,00%
Max. Administration Fee: 0,06%
Minimalna inwestycja: - GBP
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
 
99,96%
Inne
 
0,04%

Kraje

USA
 
97,92%
Irlandia
 
0,71%
Szwajcaria
 
0,47%
Holandia
 
0,32%
Bermudy
 
0,21%
Kanada
 
0,20%
Wielka Brytania
 
0,13%
Inne
 
0,04%

Branże

IT/Telekomunikacja
 
41,03%
Finanse
 
16,01%
Opieka zdrowotna
 
13,48%
Przemysł
 
12,77%
Dobra konsumpcyjne
 
9,14%
Nieruchomości
 
4,03%
Dostawcy
 
1,98%
Towary
 
1,52%
Inne
 
0,04%