Robeco Sustainable Global Stars Equities Fund EUR G | ROBBRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.9 | 22.0 | -10.5 | 18.6 | 7.2 | |
+/-Cat | 13.3 | 4.0 | -1.2 | 5.8 | 1.7 | |
+/-B’mrk | 11.7 | 2.3 | -2.8 | 3.3 | 0.7 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 09/05/2024 | EUR 81.01 | |
Day Change | 0.28% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | NL0010366407 | |
Fund Size (Mil) 09/05/2024 | EUR 3871.82 | |
Share Class Size (Mil) 30/04/2024 | EUR 2149.50 | |
Max Initial Charge | 6.00% | |
Ongoing Charge 31/12/2022 | 0.65% |
Investment Objective: Robeco Sustainable Global Stars Equities Fund EUR G | ROBB |
The Fund has the objective of offering asset growth in the long term while at the same time aiming for a better sustainability profile compared to the MSCI World INdex by promoting certain ESG characteristics and integrating sustainability risks in the investment process. The Fund also aims for an improved environmental footprint compared to the MSCI World Index. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Chris Berkouwer 01/11/2020 | ||
Michiel Plakman 01/01/2017 | ||
Inception Date 18/01/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Sustainable Global Stars Equities Fund EUR G | ROBB | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.40 |
Alphabet Inc Class A | Communication Services | 4.65 |
NVIDIA Corp | Technology | 4.06 |
Amazon.com Inc | Consumer Cyclical | 3.72 |
Visa Inc Class A | Financial Services | 3.42 |
Increase Decrease New since last portfolio | ||
Robeco Sustainable Global Stars Equities Fund EUR G | ROBB |