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RobecoSAM Global SDG Equities N EUR

Index: MSCI World Index TRN
ISIN: LU1721250261
  • Companies that offer sustainable products and services and at the same time show corporate excellency in terms of ESG have been shown to outperform the broad equity market and their peers in the long run.
  • Investing in the UN Sustainable Development Goals creates positive impact through listed equities.
Assets class
Current price ()
Performance YTD ()
Currency EUR
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Dividend payingNo

About this fund

By investing globally in companies that contribute to achieving the UN Sustainability Goals, the RobecoSAM Global SDG Equities Strategy invests in a broad set of environmental, social and governance goals though a concentrated portfolio of attractively valued, high conviction stocks.

Price development

No performance data available

Price development

RobecoSAM Global SDG Equities N EUR

Performance

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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.
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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Name Sector Weight
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Fund Classification

YesNoN/A 
Voting
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ESG integration
Exclusion
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Screening
Integration
Sustainability Themed Fund

Currency policy

Currency risks are not hedged.

Dividend policy

The fund does not distribute dividend. The fund retains any income that is earned and so its entire performance is reflected in its share price.

ESG Integration policy

ESG is integrated at different stages of the investment process. The investment universe focuses on companies that contribute to achieving the UN Sustainable Development Goals. Additionally we use sustainability performance rankings, exclusions and Media and Stakeholder analysis as well as fundamental analysis to identify companies that have demonstrated superior sustainability performance compared to their peers.

Investment policy

By investing globally in companies that contribute to achieving the UN Sustainability Goals, the RobecoSAM Global SDG Equities Strategy invests in a broad set of environmental, social and governance goals though a concentrated portfolio of attractively valued, high conviction stocks.

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 Public Equity and Member of the Executive Committee. In his position he is responsible for overseeing the investment processes for RobecoSAM's actively managed investment strategies as well as the indices business. He coordinates and manages a team of investment professionals consisting of Portfolio Managers, Equity Analysts, Client Portfolio Manager and Indices Relationship Mangers. Rainer Baumann used to be a Portfolio Manager being in charge for mutual funds and institutional accounts. Prior to joining RobecoSAM in 2002, he 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 Baumann holds a master's degree in Business Administration from the University of Zurich and is a CFA charterholder. 

Details

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ISINLU1721250261
BloombergMPRGSNE LX
Valoren
WKN
Availability
1st quotation date1513036800000
Close financial year30-06
Legal status
Tracking error limit (%)
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Cost of this fund

Ongoing charges

This fund deducts ongoing charges of
These charges comprise
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Transaction costs

The expected transaction costs are

Performance fee

This fund may also deduct a performance fee of

Extra fees

max entry fee
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Disclaimer

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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