RobecoSAM Global SDG Credits FH $Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.1 | -0.7 | -3.8 | 2.2 | 0.3 | |
+/-Cat | 2.2 | -0.6 | -0.7 | -0.2 | 0.0 | |
+/-B’mrk | 2.3 | -0.6 | -0.1 | -0.7 | 0.5 | |
Category: Global Corporate Bond - USD Hedged | ||||||
Category Benchmark: Morningstar Gbl Corp Bd GR ... |
Key Stats | ||
NAV 03/05/2024 | USD 101.24 | |
Day Change | -0.01% | |
Morningstar Category™ | Global Corporate Bond - USD Hedged | |
ISIN | LU2055796721 | |
Fund Size (Mil) 03/05/2024 | EUR 1882.54 | |
Share Class Size (Mil) 31/03/2024 | USD 15.35 | |
Max Initial Charge | - | |
Ongoing Charge 28/10/2022 | 0.61% |
Morningstar Research |
Analyst Report | 22/06/2023 Elbie Louw, Senior Analyst Morningstar, Inc |
RobecoSAM Global SDG Credits benefits from seasoned management, the support of an expanding group of corporate bond experts, and a flexible process that draws on the firm's robust fundamental research and risk-management capabilities. Its... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: RobecoSAM Global SDG Credits FH $ |
The Sub-fund aims 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. |
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Management | ||
Manager Name Start Date | ||
Reinout Schapers 16/05/2018 | ||
Inception Date 25/09/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Gbl Agg Corp 1229 TR Hdg EUR | Morningstar Gbl Corp Bd GR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for RobecoSAM Global SDG Credits FH $ | 31/03/2024 |
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