Robeco Global Gender Equality Equities Z EUR/  LU2145460270  /

Fonds
NAV2024-07-26 Chg.+2.7600 Type of yield Investment Focus Investment company
272.1700EUR +1.02% reinvestment Equity Worldwide Robeco Inst. AM 

Investment strategy

Robeco Global Gender Equality is an actively managed fund that invests globally in companies that advance gender diversity and gender equality. The selection of these stocks is based on fundamental analysis. 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 with higher gender scores based on an internally developed gender score methodology. This comprises various criteria, such as board diversity, equal renumeration, talent management and employee well-being. The fund's objective is to achieve a better return than the index. The fund promotes E&S (i.e. Environmental and Social) characteristics within the meaning of Article 8 of the European Sustainable Finance Disclosure Regulation, integrates sustainability risks 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, proxy voting and engagement. The fund aims to advance societal impact by investing in companies that consciously recognize and promote gender equality by recruiting, nurturing and retaining female talent.
 

Investment goal

Robeco Global Gender Equality is an actively managed fund that invests globally in companies that advance gender diversity and gender equality. The selection of these stocks is based on fundamental analysis.
 

Master data

Type of yield: reinvestment
Funds Category: Equity
Region: Worldwide
Branch: Mixed Sectors
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, Luxembourg
Fund manager: Audrey Kaplan, Michiel Plakman
Fund volume: 80.61 mill.  EUR
Launch date: 2020-10-29
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: 0.00%
Minimum investment: - EUR
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
 

Assets

Stocks
 
97.85%
Cash
 
2.15%

Countries

United States of America
 
59.84%
Germany
 
9.50%
United Kingdom
 
8.99%
Ireland
 
4.62%
France
 
4.24%
Japan
 
4.09%
Cash
 
2.15%
Korea, Republic Of
 
1.97%
Israel
 
1.73%
Netherlands
 
1.56%
Australia
 
0.86%
Italy
 
0.45%

Branches

IT/Telecommunication
 
35.72%
Finance
 
19.57%
Consumer goods
 
16.91%
Healthcare
 
14.85%
Industry
 
7.11%
Commodities
 
2.94%
Cash
 
2.15%
real estate
 
0.74%
Others
 
0.01%