Robeco Global Climate Transition Equities Z EUR
WKN ROB018 | ISIN LU2554843115 | Fonds
Aktuelle Entwicklung
Fondsprofil
Fondstyp | Aktienfonds |
Branche | Branchenmix |
Ursprungsland | Luxemburg |
KESt-Meldefonds | - |
Auflagedatum | 28.11.2022 |
Fondsvolumen | 142,77 Mio. EUR |
Größte Positionen
NVIDIA CORP. DL-,001 | 6,56 % |
MICROSOFT DL-,00000625 | 5,24 % |
APPLE INC. | 4,43 % |
INTERCONTINENTAL EXCH.INC | 3,75 % |
Sonstiges | 80,02 % |
Performance
Zeitraum | vor AGA | nach max. AGA |
---|---|---|
1 Jahr | +31,70 % | - |
3 Jahre p.a. | - | - |
5 Jahre p.a. | - | - |
52W Hoch:
141,9200 EUR
141,9200 EUR
52W Tief:
100,0400 EUR
100,0400 EUR
Konditionen (gültig für easy Wertpapierdepot)
Ausgabeaufschlag | |
Mindestveranlagung | 1.500,00 EUR |
Sparplan | Nein |
Managementgebühr | 0,00 % |
Annahmeschluss | 08:30 |
Fonds Prospekte
2024 Verkaufsprospekt (27.05.24) |
Fondsstrategie
The aim of the Sub-fund is to provide long term capital growth while at the same time promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process.
The Sub-fund is actively managed and invests in stocks across developed and emerging countries across the world. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies that mainly operate in mature economies (developed markets). The Sub-fund's portfolio has a focused, concentrated portfolio with a small number of larger bets. The Sub-fund aims to make investments in assets that contribute to a transition. Transition pertains to activities that measurably and credibly contribute to the goals of the Paris Agreement. This is achieved by investing in companies that have credible emission reduction targets and companies that provide solutions to enable climate change mitigation.
Fondsmanager: Chris Berkouwer, Yanxin Liu
Notizen
Loggen Sie sich in Ihren Markets plus Account ein um schnell und einfach persönliche Notizen zu Wertpapiere zu erfassen.