Robeco Sustainable Healthy Living Z USD
LU2501123512
Robeco Sustainable Healthy Living Z USD/ LU2501123512 /
NAV13/08/2024 |
Diferencia+1.0500 |
Tipo de beneficio |
Enfoque de la inversión |
Sociedad de fondos |
116.3000USD |
+0.91% |
reinvestment |
Equity
Worldwide
|
Robeco Inst. AM ▶ |
Estrategia de inversión
Robeco Sustainable Healthy Living is an actively managed fund that invests globally in companies that promote good health and well-being and contribute to an efficient healthcare system. 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 strategy integrates sustainability criteria as part of the stock selection process and through a theme-specific sustainability assessment. The portfolio is built on the basis of an eligible investment universe that includes companies whose business models contribute to the thematic investment objectives. The assessment regarding relevant SDGs uses an internally developed framework, more information on which can be obtained at www.robeco.com/si. 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 mitigate the rising incidence of lifestyle diseases and increasing healthcare costs, by investing in companies that provide technologies, products or services, medical treatments linked to the prevention of disease and reducing the spread of infectious diseases. This is done by investing in companies that mainly advance the following UN Sustainable Development Goals (UN SDGs): Good health and well-being, Zero Hunger, and Clean water and sanitation. The fund integrates ESG (Environmental, Social and Governance) factors in the investment process and applies Robeco's Good Governance policy. The fund applies sustainability indicators, including but not limited to, normative, activity-based and region-based exclusions, and proxy voting.
Objetivo de inversión
Robeco Sustainable Healthy Living is an actively managed fund that invests globally in companies that promote good health and well-being and contribute to an efficient healthcare system. 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.
Datos maestros
Tipo de beneficio: |
reinvestment |
Categoría de fondos: |
Equity |
Región: |
Worldwide |
Sucursal: |
Sector Health / Pharma |
Punto de referencia: |
MSCI World Index TRN |
Inicio del año fiscal: |
01/01 |
Última distribución: |
- |
Banco depositario: |
J.P. Morgan SE |
País de origen: |
Luxembourg |
Permiso de distribución: |
Austria, Germany, Switzerland |
Gestor de fondo: |
David Kägi |
Volumen de fondo: |
315.81 millones
EUR
|
Fecha de fundación: |
26/07/2022 |
Enfoque de la inversión: |
- |
Condiciones
Recargo de emisión: |
0.00% |
Max. Comisión de administración: |
0.00% |
Inversión mínima: |
- USD |
Deposit fees: |
- |
Cargo por amortización: |
0.00% |
Prospecto simplificado: |
- |
Sociedad de fondos
Fondos de empresa: |
Robeco Inst. AM |
Dirección: |
Weena 850, 3014, Rotterdam |
País: |
Netherlands |
Internet: |
www.robeco.com
|
Países
United States of America |
|
32.92% |
United Kingdom |
|
14.12% |
Switzerland |
|
13.03% |
Germany |
|
8.14% |
France |
|
4.33% |
Denmark |
|
4.02% |
Luxembourg |
|
3.65% |
Spain |
|
3.18% |
Japan |
|
3.09% |
Faroe Islands |
|
2.91% |
Norway |
|
2.83% |
Cash |
|
2.49% |
Netherlands |
|
2.47% |
Ireland |
|
1.62% |
Mexico |
|
1.19% |
Otros |
|
0.01% |
Sucursales
Healthcare appliances |
|
20.12% |
Healthcare services |
|
17.41% |
Grocery Producers |
|
14.12% |
grooming products |
|
10.63% |
Pharma/Biotechnology |
|
9.82% |
Special chemicals |
|
7.21% |
Clothing |
|
4.72% |
wholesale and retail sector |
|
4.46% |
IT Services |
|
2.86% |
Cash |
|
2.49% |
groceries |
|
2.47% |
Gastronomy |
|
1.94% |
various sectors |
|
1.75% |