NAV08/08/2024 Chg.+3.9500 Type de rendement Focus sur l'investissement Société de fonds
136.0700CHF +2.99% reinvestment Equity Worldwide Robeco Inst. AM 

Stratégie d'investissement

Robeco Smart Mobility is an actively managed fund that invests globally in companies involved in the transformation and decarbonization of the global transportation sector. The selection of these stocks is based on fundamental analysis. 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 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's objective is also to achieve a better return than the index. The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund furthes the decarbonization of the global transportation sector through investments in its electrification 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 sustainability indicators, including but not limited to Robeco's Good Governance policy, normative, activity-based and region-based exclusions, carbon reduction target and proxy voting.
 

Objectif d'investissement

Robeco Smart Mobility is an actively managed fund that invests globally in companies involved in the transformation and decarbonization of the global transportation sector. The selection of these stocks is based on fundamental analysis. 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.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Worldwide
Branche: Sector Technology
Benchmark: MSCI World Index TRN
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: J.P. Morgan SE
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, Luxembourg
Gestionnaire du fonds: Pieter Busscher, Clément Chamboulive , Giacomo Fumagalli
Actif net: 370.87 Mio.  EUR
Date de lancement: 29/10/2020
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 0.75%
Investissement minimum: - CHF
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

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

Actifs

Stocks
 
98.63%
Cash
 
1.37%

Pays

United States of America
 
32.69%
Japan
 
11.93%
China
 
9.83%
France
 
8.23%
Netherlands
 
8.10%
Switzerland
 
7.77%
Taiwan, Province Of China
 
5.85%
Korea, Republic Of
 
5.08%
Germany
 
3.59%
Chile
 
3.05%
Cash
 
1.37%
Italy
 
1.08%
United Kingdom
 
0.68%
Jersey
 
0.68%
Autres
 
0.07%

Branches

IT/Telecommunication
 
57.51%
Industry
 
18.03%
Consumer goods
 
16.25%
Commodities
 
6.79%
Cash
 
1.37%
Autres
 
0.05%