Robeco Smart Mobility IH GBP

The mobility of the future is electric

Type de part Type de part Every share class of a product invests in the same portfolio of securities and has the same investment objectives and policies. However, their parameters might deviate. For instance and amongst others, their distribution type, currency exposure or fees and expenses might differ. The most common share classes at Robeco are: a) D/DH shares, which are regular shares and available for all Investors; b) I/IH shares, for institutional investors as defined from time to time by the Luxembourg supervisory authority. For more information on share classes please go to the prospectus.

Classe et codes

Type de fonds
Equities
ISIN
LU2740243485
Bloomberg
RBSMLIH LX

Type de fonds

Equities

ISIN

LU2740243485

Bloomberg

RBSMLIH LX

Indice

MSCI All Country World Index (Net Return, hedged into GBP)

Information de Durabilité
Information de Durabilité
Under the EU Sustainable Finance Disclosure Regulation, products can be labelled as either Article 6, 8 or 9 fund.
Article 6 - The fund is not in scope of enhanced sustainability disclosures compared to Article 8 and 9.
Article 8 - The fund does not have a sustainable investment objective but promotes environmental or social characteristics and is subject to enhanced sustainability disclosures.
Article 9 - The fund has a sustainable investment objective and is subject to enhanced sustainability disclosures.
Regardless of Article 8 or 9, the companies in which investments are made must follow good governance practices, and sustainable investments must not do any significant harm.

Article 9

Aperçu Performance & frais Portefeuille Durabilité Documents

Points clés

Smart Mobility lies at the intersection of some of the most potent themes of the decade: climate action, electrification, artificial intelligence, connectivity, and the sharing economy
Focus on technology leaders and market disruptors with outstanding long-term growth opportunities in smart mobility value chains
Falling vehicle costs, supportive regulation and innovation from EV makers provide strong tailwinds for compelling growth over the next decade and beyond

À propos de ce fonds

Robeco Smart Mobility is an actively managed fund that invests globally in companies involved in electric or fuel cell vehicle production including components and the entire value chain. 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.

Faits marquants

Par 30-06-2026

Actif du fonds	GBP 289'177'695
Montant de la classe d'actions	GBP 210'316
Date de création de la classe d'actions	23-01-2024
Performances sur 1 an	62.80%
Paiement de dividendes	Non

Gérant

Pieter Busscher CFA
Clément Chamboulive
Giacomo Fumagalli

Pieter Busscher is Portfolio Manager of the Robeco Smart Materials and Robeco Smart Mobility strategies and member of the Thematic Investing team. He started at Robeco in 2007 as a Deputy Portfolio Manager for the Sustainable Water strategy. Pieter became the Portfolio Manager for Smart Materials in 2009; for Smart Mobility he had been Deputy Portfolio for since strategy launch in 2018 and took over the portfolio management responsibilities in 2021. He began his career at Credit Suisse Asset Management in Zurich in 2006. He graduated from the International Business at RSM Erasmus University (Bachelor), the Banking and Finance at the University of St. Gallen (Master) and is a CFA® Charterholder. Clément Chamboulive is Co-Portfolio Manager of the Robeco Smart Mobility strategy and member of the Thematic Investing team. Prior to joining in 2021, he was at the Swiss investment firm 2Xideas, where he worked as an Equity Analyst focusing on Technology and Semiconductors. Prior to that, he founded and ran Kerra GmbH, a provider of independent research and analysis to private and public sector entities. Before that, he spent four years with Baillie Gifford as an investment analyst/manager in different segments, where he started his career in 2011. Clément holds a BSc (Hons) from the University of Edinburgh and MSc from ETH Zurich, both in Physics. Giacomo Fumagalli is Co-Portfolio Manager of the Robeco Smart Mobility strategy and member of the Thematic Investing team. Prior to joining Robeco in 2019, he worked at Lemanik SA, an investment management company located in Lugano, where he was part of the Italian equities team that managed two mutual funds mainly invested in Italian stocks. Previous to that, he worked as Junior Portfolio Manager at Credit Suisse in Milano, where he started his career in 2012, covering European equities for UHNWI discretionary mandates and was Assistant Portfolio Manager of the CS Equity Italy mutual fund. Giacomo holds a M.Sc. in Finance from Bocconi University in Milano as well as a M.Sc. in Accounting and Control from the Rotterdam School of Management (Erasmus University). He is a CFA® Charterholder.

Par période	Fonds	Index
1 mois	-4.37%	-0.03%
3 mois	28.07%	13.88%
Depuis le début de l'année	36.03%	10.35%
1 an	62.80%	23.00%
2 ans	31.20%	18.52%
Depuis création 23-01-2024	29.09%	20.35%

Frais pour ce fonds	Pourcentage
Frais courants Indication of annual charges that are deducted for this fund. This indication is based on the costs over the last calendar year and may vary from year to year. Transaction costs incurred by the fund, any performance fees and other one-off costs are not included in the ongoing charges.	0.96%
Frais de gestion inclus A fee paid by the fund to the asset management company for the professional management of the fund.	0.80%
Commission de service inclus This fee is intended to cover official fees, such as the cost of annual reports, annual shareholders' meetings and price publications.	0.12%
Frais de transaction The transaction costs shown are the average annual transaction costs over the last three years calculated in accordance with European regulations.	0.12%

Fiscalité produit

The fund is established in Luxembourg and is subject to the Luxembourg tax laws and regulations. The fund is not liable to pay any corporation, income, dividend or capital gains tax in Luxembourg. The fund is subject to an annual subscription tax ('tax d'abonnement') in Luxembourg, which amounts to 0.01% of the net asset value of the fund. This tax is included in the net asset value of the fund. The fund can in principle use the Luxembourg treaty network to partially recover any withholding tax on its income.

Fiscalité applicable aux porteurs

Investors who are not subject to (exempt from) Dutch corporate-income tax (e.g. pension funds) are not taxed on the achieved result. Investors who are subject to Dutch corporate-income tax can be taxed for the result achieved on their investment in the fund. Dutch bodies that are subject to corporate-income tax are obligated to declare interest and dividend income, as well as capital gains in their tax return. Investors residing outside the Netherlands are subject to their respective national tax regime applying to foreign investment funds. We advise individual investors to consult their financial or tax adviser about the tax consequences of an investment in this fund in their specific circumstances before deciding to invest in the fund.

Politiques

Par 30-06-2026

Robeco Smart Mobility IH GBP

The mobility of the future is electric

Points clés

À propos de ce fonds

Faits marquants

Gérant

Performance

Évolution du cours

Frais

Fiscalité produit

Fiscalité applicable aux porteurs

Allocation des fonds

Politiques

Documents de fonds

Rapports annuels / semestriels

Annonces

Let's keep the conversation going