Robeco Net Zero 2050 Climate Equities I USD/  LU2496629846  /

Fonds
NAV29.07.2024 Zm.-0,3400 Typ dystrybucji dochodów Kategoria Firma inwestycyjna
145,5300USD -0,23% z reinwestycją Akcje Światowy Robeco Inst. AM 

Strategia inwestycyjna

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.
 

Cel inwestycyjny

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.
 

Dane podstawowe

Typ dystrybucji dochodów: z reinwestycją
Kategoria funduszy: Akcje
Region: Światowy
Branża: Różne sektory
Benchmark: MSCI World Climate Change Index
Początek roku obrachunkowego: 01.01
Last Distribution: -
Bank depozytariusz: J.P. Morgan Bank SE
Kraj pochodzenia funduszu: Luxemburg
Zezwolenie na dystrybucję: Austria, Szwajcaria
Zarządzający funduszem: Chris Berkouwer, Yanxin Liu
Aktywa: 135,66 mln  EUR
Data startu: 15.07.2022
Koncentracja inwestycyjna: -

Warunki

Opłata za nabycie: 0,50%
Max. Administration Fee: 0,85%
Minimalna inwestycja: - USD
Opłaty depozytowe: -
Opłata za odkupienie: 0,00%
Uproszczony prospekt: -
 

Firma inwestycyjna

TFI: Robeco Inst. AM
Adres: Weena 850, 3014, Rotterdam
Kraj: Holandia
Internet: www.robeco.com
 

Aktywa

Akcje
 
97,86%
Gotówka
 
2,14%

Kraje

USA
 
64,13%
Irlandia
 
6,51%
Japonia
 
4,63%
Kanada
 
4,40%
Francja
 
3,62%
Niemcy
 
3,47%
Wielka Brytania
 
2,92%
Dania
 
2,68%
Chiny
 
2,53%
Australia
 
2,41%
Gotówka
 
2,14%
Wyspy Owcze
 
0,54%
Inne
 
0,02%

Branże

IT/Telekomunikacja
 
34,71%
Przemysł
 
17,72%
Dobra konsumpcyjne
 
14,98%
Finanse
 
12,49%
Opieka zdrowotna
 
7,31%
Towary
 
5,12%
Dostawcy
 
3,34%
Pieniądze
 
2,14%
Energia
 
1,36%
Nieruchomości
 
0,83%