Robeco Circular Economy Equities IE USD
LU2554843545
Robeco Circular Economy Equities IE USD/ LU2554843545 /
NAV08/10/2024 |
Chg.+0.9900 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
137.1100USD |
+0.73% |
paying dividend |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Stratégie d'investissement
Robeco Circular Economy is an actively managed fund that invests globally in companies aligned with circular economy principles. 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 to finance solutions supporting the paradigm shift to a circular economy.
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 and relevant SDGs using an internally developed framework, more information on which can be obtained at www.robeco.com/si. The fund also has the aim 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 fosters resourceefficient business models for production and consumption of consumer goods, aligned with Circular Economy principles, by investing in companies that advance the following UN Sustainable Development Goals (UN SDGs): Zero Hunger, Good health and well-being, Decent work and economic growth, Industry, innovation and infrastructure, Sustainable cities and communities and Responsible consumption and production. The fund applies sustainability indicators, including but not limited to, integrates E&S (i.e. Environmental and Social) in the investment process, applies normative, activity-based and region-based exclusions, and applies proxy voting.
Objectif d'investissement
Robeco Circular Economy is an actively managed fund that invests globally in companies aligned with circular economy principles. 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 to finance solutions supporting the paradigm shift to a circular economy.
Opérations
Type de rendement: |
paying dividend |
Fonds Catégorie: |
Equity |
Région de placement: |
Worldwide |
Branche: |
Mixed Sectors |
Benchmark: |
MSCI World Index TRN |
Début de l'exercice: |
01/01 |
Dernière distribution: |
17/04/2024 |
Banque dépositaire: |
J.P. Morgan SE |
Domicile: |
Luxembourg |
Permission de distribution: |
Austria, Germany, Switzerland, Luxembourg, Czech Republic |
Gestionnaire du fonds: |
Natalie Falkman |
Actif net: |
305.38 Mio.
EUR
|
Date de lancement: |
28/11/2022 |
Focus de l'investissement: |
- |
Conditions
Surtaxe d'émission: |
0.50% |
Frais d'administration max.: |
0.80% |
Investissement minimum: |
500,000.00 USD |
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 |
|
94.53% |
Cash |
|
5.46% |
Autres |
|
0.01% |
Pays
United States of America |
|
47.36% |
France |
|
11.08% |
Sweden |
|
6.70% |
United Kingdom |
|
6.17% |
Cash |
|
5.46% |
Japan |
|
4.81% |
Ireland |
|
4.75% |
Switzerland |
|
3.81% |
Mexico |
|
2.53% |
Netherlands |
|
2.40% |
Denmark |
|
2.26% |
Germany |
|
1.85% |
Finland |
|
0.70% |
Israel |
|
0.11% |
Autres |
|
0.01% |
Branches
Industry |
|
36.39% |
IT/Telecommunication |
|
20.52% |
Consumer goods |
|
18.36% |
Healthcare |
|
9.17% |
Commodities |
|
7.35% |
Cash |
|
5.46% |
real estate |
|
2.75% |