Robeco Sustainable Property Equities D €Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -6.4 | 26.4 | -17.4 | 2.5 | -0.5 | |
+/-Cat | 2.4 | 0.7 | 0.3 | -2.5 | 0.4 | |
+/-B’mrk | 5.5 | 2.3 | -3.4 | -1.1 | -0.1 | |
Category: Property - Indirect Global | ||||||
Category Benchmark: FTSE EPRA Nareit Global TR USD |
Key Stats | ||
NAV 23/04/2024 | EUR 178.16 | |
Day Change | 0.01% | |
Morningstar Category™ | Property - Indirect Global | |
ISIN | LU0187079180 | |
Fund Size (Mil) 22/04/2024 | EUR 387.80 | |
Share Class Size (Mil) 31/03/2024 | EUR 9.80 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 18/02/2022 | 1.61% |
Investment Objective: Robeco Sustainable Property Equities D € |
The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund also aims for an improved environmental footprint compared to the Benchmark. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Folmer Pietersma 01/10/2007 | ||
Frank Onstwedder 01/09/2018 | ||
Inception Date 03/06/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P Developed Property NR USD | FTSE EPRA Nareit Global TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Sustainable Property Equities D € | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Prologis Inc | Real Estate | 8.67 |
Equinix Inc | Real Estate | 7.74 |
Welltower Inc | Real Estate | 4.24 |
Simon Property Group Inc | Real Estate | 4.18 |
Extra Space Storage Inc | Real Estate | 3.46 |
Increase Decrease New since last portfolio | ||
Robeco Sustainable Property Equities D € |