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