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RobecoSAM Global Sustainable Impact Equities S EUR

Index: MSCI World Index ND
ISIN: LU1721250428
  • 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
Total size of fund ()
Dividend payingNo

About this fund

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

Performance

No performance data available

Performance

RobecoSAM Global Sustainable Impact Equities S EUR

Performance

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Statistics

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Fund Classification

DescriptionYesNoN/A 
Voting
Engagement
ESG integration
Exclusion
DescriptionYesNoN/A 
Screening
Integration
Sustainability Themed Fund

Fund allocation

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Name Sector Weight
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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 Impact 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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Management companyGAM Investment Management (Switzerland) AG
Fund capital
Outstanding shares
ISINLU1721250428
BloombergMPRGSSE LX
Valoren
WKN
AvailabilityAT, BE, FR, DE, LU, NL, CH, GB
1st quotation date1513036800000
Close financial year30-06
Legal statusInvestment company with variable capital incorporated under Luxembourg law (SICAV)
Reference index

Cost of this fund

Ongoing charges

This fund deducts ongoing charges of
These charges comprise
Management fee
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Transaction costs

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Performance fee

This fund may also deduct a performance fee of

Extra fees

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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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