Robeco Smart Energy F USD
LU2145462482
Robeco Smart Energy F USD/ LU2145462482 /
NAV15/08/2024 |
Chg.+5.3500 |
Type of yield |
Investment Focus |
Investment company |
215.4200USD |
+2.55% |
reinvestment |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Investment strategy
Robeco Smart Energy is an actively managed fund that invests globally in companies providing technologies for clean energy production, distribution, power management infrastructure and energy efficiency. The selection of these stocks is based on fundamental analysis. The fund's objective is to achieve a better return than the index. 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's objective is also to achieve a better return than the index.
The strategy integrates sustainability criteria as part of the stock selection process and through a theme-specific sustainability assessment. The portfolio is built on the basis of an eligible investment universe that includes companies whose business models contribute to the thematic investment objectives. The assessment regarding relevant SDGs uses an internally developed framework, more information on which can be obtained at www.robeco.com/si. The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund furthers the decarbonization of the global energy sector through investments in clean energy sources, energy efficient products and infrastructure and by the electrification of the industrial, transportation and heating sectors. This is done by investing in companies that advance the following UN Sustainable Development Goals (UN SDGs): Affordable and Clean Energy goal, Decent work and economic growth, Industry, innovation and infrastructure, Sustainable cities and communities, and Climate action. The fund integrates ESG (Environmental, Social and Governance) factors in the investment process and applies Robeco's Good Governance policy. The fund applies sustainability indicators, including but not limited to normative, activity-based and region-based exclusions,carbon reduction target and proxy voting.
Investment goal
Robeco Smart Energy is an actively managed fund that invests globally in companies providing technologies for clean energy production, distribution, power management infrastructure and energy efficiency. The selection of these stocks is based on fundamental analysis. The fund's objective is to achieve a better return than the index. 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's objective is also to achieve a better return than the index.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Sector Energy |
Benchmark: |
MSCI World Index TRN |
Business year start: |
01/01 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland |
Fund manager: |
Roman Boner, Michael Studer, Sanaa Hakim |
Fund volume: |
2.96 bill.
EUR
|
Launch date: |
29/10/2020 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.75% |
Minimum investment: |
- USD |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Robeco Inst. AM |
Address: |
Weena 850, 3014, Rotterdam |
Country: |
Netherlands |
Internet: |
www.robeco.com
|
Countries
United States of America |
|
49.21% |
France |
|
9.12% |
United Kingdom |
|
7.48% |
Canada |
|
5.79% |
Japan |
|
5.29% |
Germany |
|
4.95% |
China |
|
3.58% |
Ireland |
|
3.30% |
Cash |
|
3.01% |
Italy |
|
2.44% |
Taiwan, Province Of China |
|
1.88% |
Norway |
|
1.76% |
Denmark |
|
1.17% |
Korea, Republic Of |
|
0.91% |
Switzerland |
|
0.11% |
Branches
IT/Telecommunication |
|
44.31% |
Industry |
|
36.17% |
Utilities |
|
11.40% |
Cash |
|
3.01% |
Consumer goods |
|
2.93% |
Commodities |
|
2.15% |
Others |
|
0.03% |