Robeco Smart Energy D-EUR CapitalisationRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 53.8 | 19.1 | -11.7 | 6.5 | 6.0 | |
+/-Cat | -17.4 | 18.7 | -5.7 | 19.1 | 12.0 | |
+/-B’mrk | 30.8 | 7.6 | -10.0 | 5.1 | 2.1 | |
Category: Sector Equity Alternative Energy | ||||||
Category Benchmark: Morningstar Gbl Renew Enrg ... |
Key Stats | ||
NAV 05/11/2024 | EUR 58.96 | |
Day Change | 0.90% | |
Morningstar Category™ | Sector Equity Alternative Energy | |
ISIN | LU2145461757 | |
Fund Size (Mil) 04/11/2024 | EUR 2943.33 | |
Share Class Size (Mil) 30/09/2024 | EUR 1041.11 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 27/05/2024 | 1.72% |
Morningstar Research |
Analyst Report | 19/09/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
We have gained more confidence in the entirely new team that was hired by Robeco after the departure of the experienced and long-tenured lead manager Thiemo Lang and two of his supporting equity analysts. This drives the increase of the People... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: Robeco Smart Energy D-EUR Capitalisation |
The Sub-fund has as its sustainable investment objective to further the transformation and decarbonization of the global energy sector through investments in clean energy production sources, energy efficient products and infrastructure as well as technologies supporting the electrification of the industrial, transportation and heating sectors. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Affordable and clean energy goal (SDG 7), Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11) and Climate action (SDG 13). In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth. |
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Management | ||
Manager Name Start Date | ||
Michael Studer 01/01/2023 | ||
Roman Boner 01/08/2021 | ||
Click here to see others | ||
Inception Date 29/10/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | Morningstar Gbl Renew Enrg NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Smart Energy D-EUR Capitalisation | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Quanta Services Inc | Industrials | 4.88 |
Carlisle Companies Inc | Industrials | 4.62 |
Vertiv Holdings Co Class A | Industrials | 4.38 |
Schneider Electric SE | Industrials | 4.17 |
Marvell Technology Inc | Technology | 4.10 |
Increase Decrease New since last portfolio | ||
Robeco Smart Energy D-EUR Capitalisation |