Aktuelle Entwicklung

Fondsprofil

Fondstyp Aktienfonds
Branche Branchenmix
Ursprungsland Luxemburg
KESt-Meldefonds -
Auflagedatum 14.12.2021
Fondsvolumen 68,83 Mio. EUR

Größte Positionen

APPLE INC. 4,58 %
NVIDIA CORP. DL-,001 4,07 %
MICROSOFT DL-,00000625 4,04 %
ELI LILLY 1,22 %
Sonstiges 86,09 %

Performance

Zeitraum vor AGA nach max. AGA
1 Jahr +19,90 % +14,19 %
3 Jahre p.a. - -
5 Jahre p.a. - -
52W Hoch:
117,9100 EUR
52W Tief:
90,7800 EUR

Konditionen für Handel via KAG

Transaktionsentgelt 5,00 %
Sparplan Nein
Managementgebühr 0,50 %
Annahmeschluss 08:30

Fonds Prospekte

2023 Verkaufsprospekt (17.12.23)

Fondsstrategie

Robeco QI Global SDG & Climate Beta Equities is an actively managed fund that invests globally in stocks of companies that advance the United Nations Sustainable Development Goals (SDGs) and pursue a carbon reduction objective. The selection of these stocks is based on a quantitative model. 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 portfolio is built on the basis of the eligible investment universe and an internally developed SDG framework for mapping and measuring SDG contributions (more information can be obtained via the website www.robeco.com/si). 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 has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund invests in companies whose business models and operational practices are aligned with targets defined by the 17 SDGs. 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 processand 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.
Fondsmanager: Wilma de Groot, Tim Dröge, Machiel Zwanenburg, Dean Walsh, Han van der Boon, Vania Sulman

Notizen

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