Robeco Global Climate Transition Equities Z EUR/  LU2554843115  /

Fonds
NAV07.10.2024 Diff.-0,8600 Ertragstyp Ausrichtung Fondsgesellschaft
137,4500EUR -0,62% thesaurierend Aktien weltweit Robeco Inst. AM 

Investmentstrategie

The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund is actively managed and invests in stocks across developed and emerging countries across the world. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies that mainly operate in mature economies (developed markets). The Sub-fund's portfolio has a focused, concentrated portfolio with a small number of larger bets. The Sub-fund aims to make investments in assets that contribute to a transition. Transition pertains to activities that measurably and credibly contribute to the goals of the Paris Agreement. This is achieved by investing in companies that have credible emission reduction targets and companies that provide solutions to enable climate change mitigation.
 

Investmentziel

The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process.
 

Stammdaten

Ertragstyp: thesaurierend
Fondskategorie: Aktien
Region: weltweit
Branche: Branchenmix
Benchmark: MSCI All Country World Index
Geschäftsjahresbeginn: 01.01
Letzte Ausschüttung: -
Depotbank: J.P. Morgan Bank SE
Ursprungsland: Luxemburg
Vertriebszulassung: Österreich, Deutschland, Schweiz, Tschechien
Fondsmanager: Chris Berkouwer, Yanxin Liu
Fondsvolumen: 138,26 Mio.  EUR
Auflagedatum: 28.11.2022
Investmentfokus: -

Konditionen

Ausgabeaufschlag: 0,00%
Max. Verwaltungsgebühr: 0,00%
Mindestveranlagung: 0,00 EUR
Weitere Gebühren: -
Tilgungsgebühr: 0,00%
TER: 1,93%
Wesentliche Anlegerinformation: -
 

Fondsgesellschaft

KAG: Robeco Inst. AM
Adresse: Weena 850, 3014, Rotterdam
Land: Niederlande
Internet: www.robeco.com
 

Veranlagungen

Aktien
 
97,77%
Barmittel
 
2,23%

Länder

USA
 
63,54%
Irland
 
6,87%
Kanada
 
4,51%
Vereinigtes Königreich
 
4,50%
Japan
 
4,26%
Deutschland
 
3,40%
Dänemark
 
2,88%
Frankreich
 
2,87%
China
 
2,49%
Australien
 
2,44%
Barmittel
 
2,23%
Sonstige
 
0,01%

Branchen

IT/Telekommunikation
 
32,90%
Industrie
 
15,07%
Konsumgüter
 
14,34%
Finanzen
 
14,10%
Gesundheitswesen
 
10,05%
Rohstoffe
 
5,39%
Versorger
 
3,39%
Barmittel
 
2,23%
Energie
 
1,68%
Immobilien
 
0,84%
Sonstige
 
0,01%