Robeco Net Zero 2050 Climate Equities I USD/  LU2496629846  /

Fonds
NAV7/29/2024 Chg.-0.3400 Type of yield Investment Focus Investment company
145.5300USD -0.23% reinvestment Equity Worldwide Robeco Inst. AM 

Investment strategy

Robeco Net Zero 2050 Climate Equities is an actively managed fund that invests in stocks in developed countries across the world with a goal of decarbonization towards Net Zero. 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 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 aims 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 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 integrates ESG (Environmental, Social and Governance) factors in the investment process and applies Robeco's Good Governance policy. The fund also actively invests in companies that have set Net Zero goals by 2050. The fund applies sustainability indicators, including but not limited to, normative, and activity-based exclusions in line with Article 12 of the EU regulation on Climate Transition Benchmarks, and proxy voting.
 

Investment goal

Robeco Net Zero 2050 Climate Equities is an actively managed fund that invests in stocks in developed countries across the world with a goal of decarbonization towards Net Zero. 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.
 

Master data

Type of yield: reinvestment
Funds Category: Equity
Region: Worldwide
Branch: Mixed Sectors
Benchmark: MSCI World Climate Change Index
Business year start: 1/1
Last Distribution: -
Depository bank: J.P. Morgan Bank SE
Fund domicile: Luxembourg
Distribution permission: Austria, Switzerland
Fund manager: Chris Berkouwer, Yanxin Liu
Fund volume: 135.66 mill.  EUR
Launch date: 7/15/2022
Investment focus: -

Conditions

Issue surcharge: 0.50%
Max. Administration Fee: 0.85%
Minimum investment: - USD
Deposit fees: -
Redemption charge: 0.00%
Key Investor Information: -
 

Investment company

Funds company: Robeco Inst. AM
Address: Weena 850, 3014, Rotterdam
Country: Netherlands
Internet: www.robeco.com
 

Assets

Stocks
 
97.86%
Cash
 
2.14%

Countries

United States of America
 
64.13%
Ireland
 
6.51%
Japan
 
4.63%
Canada
 
4.40%
France
 
3.62%
Germany
 
3.47%
United Kingdom
 
2.92%
Denmark
 
2.68%
China
 
2.53%
Australia
 
2.41%
Cash
 
2.14%
Faroe Islands
 
0.54%
Others
 
0.02%

Branches

IT/Telecommunication
 
34.71%
Industry
 
17.72%
Consumer goods
 
14.98%
Finance
 
12.49%
Healthcare
 
7.31%
Commodities
 
5.12%
Utilities
 
3.34%
Cash
 
2.14%
Energy
 
1.36%
real estate
 
0.83%