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Name | Sector | Weight |
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Yes | No | N/A | ||
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Sustainability Themed Fund |
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.
Retention of the capital and exchange rate gains earned in the Subfunds.
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.
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 management is fully integrated into the investment process to ensure that positions always meet predefined guidelines.
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.
Management company | |
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ISIN | LU1721249503 |
Bloomberg | MPRGSBE LX |
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1st quotation date | 1513036800000 |
Close financial year | 30-06 |
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The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
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