RobecoSAM Smart Energy Equities D EURRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 31/08/2023 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
![]() | Fondo | 42,8 | 45,6 | 26,9 | -16,4 | 11,2 |
![]() | +/-Cat | 8,9 | -16,5 | 19,9 | -5,4 | 19,1 |
![]() | +/-Ind | -4,9 | -76,5 | 44,3 | -17,9 | 31,0 |
Categoría: RV Sector Energía Alternativa | ||||||
Benchmark de la Categoría: S&P Global Clean Energy TR USD |
Estadística Rápida | ||
VL 25/09/2023 | EUR 50,90 | |
Cambio del día | 0,24% | |
Categoría Morningstar™ | RV Sector Energía Alternativa | |
ISIN | LU2145461757 | |
Patrimonio (Mil) 25/09/2023 | EUR 3646,76 | |
Patrimonio Clase (Mil) 31/08/2023 | EUR 1148,61 | |
Comisión Máx. Suscripción | 5,00% | |
Gastos Corrientes 22/06/2023 | 1,74% |
Morningstar Research |
Analyst Report | 21/09/2023 Ronald van Genderen, 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... | |
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Pilares Morningstar | |
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Personal | 23 |
Firma Gestora | 24 |
Proceso | 23 |
Performance | |
Precio |
Objetivo de inversión: RobecoSAM Smart Energy Equities D EUR |
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. |
Returns | |||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Michael Studer 01/01/2023 | ||
Roman Boner 01/08/2021 | ||
Creación del fondo 29/10/2020 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
MSCI World NR EUR | S&P Global Clean Energy TR USD |
Target Market | ||||||||||||||||||||
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Qué posee el fondo RobecoSAM Smart Energy Equities D EUR | 31/08/2023 |
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5 mayores posic. | Sector | % |
![]() | ![]() | 4,29 |
![]() | ![]() | 3,94 |
![]() | ![]() | 3,93 |
![]() | ![]() | 3,48 |
![]() | ![]() | 3,45 |
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RobecoSAM Smart Energy Equities D EUR |