NAV26/07/2024 Var.+2.2100 Type of yield Focus sugli investimenti Società d'investimento
145.7800USD +1.54% 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.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Region: Worldwide
Settore: Mixed Sectors
Benchmark: MSCI World Climate Change Index
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: J.P. Morgan Bank SE
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Switzerland
Gestore del fondo: Chris Berkouwer, Yanxin Liu
Volume del fondo: 135.46 mill.  EUR
Data di lancio: 15/07/2022
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.00%
Tassa amministrativa massima: 0.80%
Investimento minimo: - USD
Deposit fees: -
Redemption charge: 0.00%
Prospetto semplificato: -
 

Società d'investimento

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

Attività

Stocks
 
97.86%
Cash
 
2.14%

Paesi

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%
Altri
 
0.02%

Filiali

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%