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RobecoSAM Global SDG Equities B EUR

ISIN: LU1721249503
  • Contributes actively to the UN SDGs by investing in companies that do the same.
  • Selection is based on positive impact and attractive sustainability characteristics at every level.
  • Portfolio construction combines high-conviction ideas with a risk-reducing optimization process.
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Currency EUR
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Dividend payingNo

About this fund

The RobecoSAM Global SDG Equities Strategy intentionally invests in companies that have a positive and significant link to the United Nations Sustainable Development Goals (SDGs). The strategy focuses on companies that offer beneficial products and services and exhibit strong operational excellence and financial attractiveness.

Price development

No performance data available

Price development

RobecoSAM Global SDG Equities B EUR

Performance

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The value of the investments may fluctuate. Past performance is no guarantee of future results.
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Performances are gross of fees and based on closing values. In reality, costs (such as management fees and other costs) are charged. These have a negative effect on the returns shown.

Performances are net of fees and based on transaction prices.
Fund Reference index
The value of the investments may fluctuate. Past performance is no guarantee of future results.
Annualized (for periods longer than one year).
Cumulized (total amount of return).
Performances are gross of fees and based on closing values. In reality, costs (such as management fees and other costs) are charged. These have a negative effect on the returns shown.

Performances are net of fees and based on transaction prices.

Statistics

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Fund allocation

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ESG integration
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Sustainability Themed Fund

Currency policy

For efficient portfolio management, currency hedging transactions may be made, i.e. investments will be hedged against the currency in which they have been issued. Moreover, the Subfund may make active currency investments, which may lead to a positive or negative exposure towards currencies different from the Subfund’s currency. To reduce any possibility of large currency deviations relative to the benchmark which heighten the level of risk, the fund may bring exposure into line with the currency weights of the benchmark by carrying out currency forward transactions.

Dividend policy

Retention of the capital and exchange rate gains earned in the Subfunds.

ESG Integration policy

The Fund employs systematic, bottom-up stock selection that combines proprietary Environmental, Social & Governance (ESG) data and research throughout the investment process. ESG criteria for exclusions and theme-specific suitability are applied during universe construction. Moreover, an in-house Sustainability Investing (SI) research team integrates financially-material sector and company-specific sustainability analysis into investment cases. A dedicated thematic equity team integrates SI research into the fundamental analysis and stock valuations. Impact assessments of controversial incidences affecting portfolio holdings provide additional risk management. An active ownership and engagement team interacts directly with company management of fund holdings, offering additional channels for sustainable impact.

Investment policy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle. Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades. Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Risk policy

Risk management is fully integrated into the investment process to ensure that positions always meet predefined guidelines.

Rainer Baumann, CFA
Rainer Baumann, CFA

Rainer Baumann, CFA

Rainer Baumann is Head of Investments. He is responsible for overseeing the investment processes for RobecoSAM’s actively managed investment strategies. He coordinates and manages a team of investment professionals consisting of Portfolio Managers and Equity Analysts. In addition to these roles, he is the Portfolio Manager for the Global SDG Equities and the Global Small Cap Equities strategies. Prior to joining the firm, Rainer spent three years with UBS Wealth Management as a Portfolio Manager responsible for large private asset management mandates and as a member of the local investment committee. He began his career at PricewaterhouseCoopers. Rainer holds a Master's degree in Business Administration from the University of Zurich and is a CFA Charter-holder. He joined RobecoSAM in 2002.

Details

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ISINLU1721249503
BloombergMPRGSBE LX
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Availability
1st quotation date1513036800000
Close financial year30-06
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Disclaimer Robeco Switzerland Ltd.

The information contained on these pages is for marketing purposes and solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients. 

The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Affolternstrasse 56, 8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent. The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website www.robeco.ch. Some funds about which information is shown on these pages may fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). 

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