Robeco Global SDG Equities IE GBP

Actively contributing towards meeting the SDGs

基金類別 基金類別 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.

類別和代碼

資產類別
Equities
ISIN
LU3042803448
彭博
RGSEIEG LX

資產類別

Equities

ISIN

LU3042803448

彭博

RGSEIEG LX

參考指數

MSCI World Index (Net Return, GBP)

可持續發展相關信息
可持續發展相關信息
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.

第9條

概要表現及費用基金組合可持續性文件

重點

Investing in a diversified portfolio of companies that make a significant positive contribution to the 17 UN Sustainable Development Goals
Technological progress, regulation and consumer awareness create new markets for sustainable companies with innovative products and services
Leveraging Robeco’s pioneering SDG Framework developed in 2017

基金簡介

Robeco Global SDG Equities is an actively managed fund that invests globally in companies that take action to advance the UN Sustainable Development Goals. The selection of these stocks is based on fundamental analysis. The fund's objective is to achieve a better return than the index. The strategy integrates sustainability throughout the investment process. It uses as an internally developed framework (more information on which can be found at www.robeco.com/si) to identify companies whose products and services create a material positive impact on the SDGs.

基金資料

截至 31-07-2026

基金規模	GBP 136,781,630
股份類別規模	GBP 85,783
股份類別成立日期	22-04-2025
1年表現	11.80%
股息分派	派息

基金經理

Christoph Wolfensberger

Christoph Wolfensberger is Portfolio Manager and member of the Global Equity team . He is also Lead Portfolio Manager of Robeco's Global SDG Equities strategy. He has over 10 years' experience in sustainability investing. Prior to this, Christoph was a Quantitative Analyst covering sustainability/impact investing within Robeco's Products & Engineering Team, with a focus on customized solutions as well as portfolio optimization. He holds a Master's in Chemistry and in Business Studies from the University of Zurich.

期間回報	基金	Index
1個月	1.40%	-0.87%
3個月	8.81%	5.35%
年初至今	9.08%	10.20%
1年	11.80%	18.41%
成立日期 22-04-2025	19.89%	30.55%

日期	總額
22-04-2026	GBP 0.29

本基金費用	百分比
持續收費 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.	0.83%
包含管理費 A fee paid by the fund to the asset management company for the professional management of the fund.	0.70%
包含服務費 This fee is intended to cover official fees, such as the cost of annual reports, annual shareholders' meetings and price publications.	0.12%

財政產品處理

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.

投資者的稅務安排

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.

Important information

Past performance is no indication of current or future performance. This is not a buy, sell or hold recommendation for any particular security. No representation is made that these examples are past or current recommendations, that they should be bought or sold, nor whether they were successful or not.

Any opinion or estimate contained in this website is made on a general basis and is not to be relied on by the reader as advice. Robeco reserves the right to make changes and corrections to its opinions expressed here, this website and the associated materials and links at any time, without notice.