Robeco Sustainable Global Stars Equities Fund – EUR E | RBERegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 23.3 | 21.4 | -11.0 | 18.0 | 7.3 | |
+/-Cat | 12.7 | 3.3 | -1.6 | 5.2 | 2.5 | |
+/-B’mrk | 11.1 | 1.7 | -3.2 | 2.8 | 1.6 | |
Category: Global Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 27/03/2024 | EUR 72.87 | |
Day Change | 0.04% | |
Morningstar Category™ | Global Large-Cap Blend Equity | |
ISIN | NL0000289783 | |
Fund Size (Mil) 26/03/2024 | EUR 3874.13 | |
Share Class Size (Mil) 29/02/2024 | EUR 1640.66 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2022 | 1.15% |
Investment Objective: Robeco Sustainable Global Stars Equities Fund – EUR E | RBE |
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 03/03/1938 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Sustainable Global Stars Equities Fund – EUR E | RBE | 31/01/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 6.52 |
Apple Inc | Technology | 4.45 |
Alphabet Inc Class A | Communication Services | 4.13 |
Visa Inc Class A | Financial Services | 3.61 |
Amazon.com Inc | Consumer Cyclical | 3.45 |
Increase Decrease New since last portfolio | ||
Robeco Sustainable Global Stars Equities Fund – EUR E | RBE |