Robeco Sustainable Property Equities D €Register to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -6.4 | 26.4 | -17.4 | 2.5 | -4.9 |
![]() | +/-Cat | 2.4 | 0.7 | 0.3 | -2.5 | -1.6 |
![]() | +/-B’mrk | 1.2 | 2.3 | -2.4 | -0.4 | -1.8 |
Category: Property - Indirect Global | ||||||
Category Benchmark: Morningstar Gbl Real Est TM... |
Key Stats | ||
NAV 12/07/2024 | EUR 185.84 | |
Day Change | 0.45% | |
Morningstar Category™ | Property - Indirect Global | |
ISIN | LU0187079180 | |
Fund Size (Mil) 12/07/2024 | EUR 406.19 | |
Share Class Size (Mil) 30/06/2024 | EUR 8.85 | |
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 | Morningstar Gbl Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Sustainable Property Equities D € | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.06 |
![]() | ![]() | 6.70 |
![]() | ![]() | 4.72 |
![]() | ![]() | 4.27 |
![]() | ![]() | 3.51 |
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Robeco Sustainable Property Equities D € |