NAV29/07/2024 Chg.-0.3400 Type de rendement Focus sur l'investissement Société de fonds
145.5300USD -0.23% reinvestment Equity Worldwide Robeco Inst. AM 

Stratégie d'investissement

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.
 

Objectif d'investissement

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.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Worldwide
Branche: Mixed Sectors
Benchmark: MSCI World Climate Change Index
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: J.P. Morgan Bank SE
Domicile: Luxembourg
Permission de distribution: Austria, Switzerland
Gestionnaire du fonds: Chris Berkouwer, Yanxin Liu
Actif net: 135.66 Mio.  EUR
Date de lancement: 15/07/2022
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.50%
Frais d'administration max.: 0.85%
Investissement minimum: - 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
 
97.86%
Cash
 
2.14%

Pays

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%
Autres
 
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%