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Robeco Smart Energy X USD Cap LU2258287502

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
N/A
N/A
N/A
N/A
N/A
N/A
19.02
-20.85
13.85
3.98
21.64
Category
-4.28
-3.90
28.40
-17.87
31.47
76.71
-0.57
-16.53
-7.36
-12.63
N/A
Index
N/A
9.16
24.46
-9.11
24.34
26.94
10.44
-12.66
7.38
-0.82
N/A
Quartile Rank
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Percentile Rank
3
73
8
7
19
# of Invest. in Cat.
101
103
105
102
108
122
178
250
281
315
Category Name
EU0705 EAA Fund Sector Equity Alternative Energy
EU0705 EAA Fund Sector Equity Alternative Energy
EU0705 EAA Fund Sector Equity Alternative Energy
EU0705 EAA Fund Sector Equity Alternative Energy
EU0705 EAA Fund Sector Equity Alternative Energy
EU0705 EAA Fund Sector Equity Alternative Energy

Price

How much does it cost?

Investment Fees

Other Fees

Sustainability

ESG Risk Rating

5/5

Corporate Sustainability Score
19.60 20.05
Sovereign Sustainability Score
Low Carbon Designation

Low Carbon

Carbon Risk Score
7.57

Strategy

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.

Related Investments

Investment Name
Inception
ISIN
Currency
Ongoing Cost
Performance Fee %
Minimum Initial Purchase
Shareclass without Retrocessions
Purchase Constraint
Robeco Smart Energy D-CHF Cap
Robeco Smart Energy D-CHF Cap
29 Oct 2020
LU2145461674
CHF
1.72
0
No
Robeco Smart Energy D-EUR Cap
Robeco Smart Energy D-EUR Cap
29 Oct 2020
LU2145461757
EUR
1.72
0
No
Robeco Smart Energy D-USD Cap
Robeco Smart Energy D-USD Cap
29 Oct 2020
LU2145461914
USD
1.72
0
No
Robeco Smart Energy E-EUR Dist
Robeco Smart Energy E-EUR Dist
29 Oct 2020
LU2145462052
EUR
1.72
0
No
Robeco Smart Energy Eqs DH EUR Cap
Robeco Smart Energy Eqs DH EUR Cap
29 Mar 2022
LU2451385632
EUR
1.72
0
No
Robeco Smart Energy Eqs X CHF Cap
Robeco Smart Energy Eqs X CHF Cap
22 Feb 2022
LU2440107337
CHF
0.82
0
200.00 Mil
Yes
Robeco Smart Energy Eqs Z GBP Cap
Robeco Smart Energy Eqs Z GBP Cap
18 Oct 2022
LU2539432547
GBP
0.02
0
Yes
Robeco Smart Energy F-CHF Cap
Robeco Smart Energy F-CHF Cap
29 Oct 2020
LU2145462219
CHF
0.97
0
Yes
Robeco Smart Energy F-EUR Cap
Robeco Smart Energy F-EUR Cap
29 Oct 2020
LU2145462300
EUR
0.97
0
Yes
Robeco Smart Energy F-USD Cap
Robeco Smart Energy F-USD Cap
29 Oct 2020
LU2145462482
USD
0.97
0
Yes
Robeco Smart Energy G-GBP Dist
Robeco Smart Energy G-GBP Dist
29 Oct 2020
LU2145462565
GBP
0.97
0
Yes
Robeco Smart Energy I-CHF Cap
Robeco Smart Energy I-CHF Cap
29 Oct 2020
LU2145462649
CHF
0.94
0
Yes
Robeco Smart Energy IE EUR Dist
Robeco Smart Energy IE EUR Dist
20 Sept 2022
LU2145463290
EUR
0.94
0
Yes
T Institutional
Robeco Smart Energy I-EUR Cap
Robeco Smart Energy I-EUR Cap
29 Oct 2020
LU2145462722
EUR
0.94
0
Yes
Robeco Smart Energy I-GBP Cap
Robeco Smart Energy I-GBP Cap
29 Oct 2020
LU2145462995
GBP
0.94
0
Yes
Robeco Smart Energy I-USD Cap
Robeco Smart Energy I-USD Cap
29 Oct 2020
LU2145463027
USD
0.94
0
Yes
Robeco Smart Energy M2-EUR Cap
Robeco Smart Energy M2-EUR Cap
29 Oct 2020
LU2145463373
EUR
2.47
0
No
Robeco Smart Energy X EUR Cap
Robeco Smart Energy X EUR Cap
24 Nov 2020
LU2258287684
EUR
0.82
0
200.00 Mil
Yes
Robeco Smart Energy X GBP Cap
Robeco Smart Energy X GBP Cap
24 Nov 2020
LU2258287411
GBP
0.82
0
200.00 Mil
Yes
Robeco Smart Energy X USD Cap
Robeco Smart Energy X USD Cap
24 Nov 2020
LU2258287502
USD
0.82
0
200.00 Mil
Yes
Robeco Smart Energy Z EUR Cap
Robeco Smart Energy Z EUR Cap
24 Nov 2020
LU2145463456
EUR
0.02
0
Yes
Robeco Smart Energy Z USD Cap
Robeco Smart Energy Z USD Cap
26 Jul 2022
LU2501123439
USD
0.02
0
Yes

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