Robeco Smart Mobility S-USD CapitalisationRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 58.2 | 12.8 | -16.6 | 10.2 | -2.3 | |
+/-Cat | 14.5 | -2.2 | 11.6 | -21.3 | -9.6 | |
+/-B’mrk | - | -19.4 | 7.5 | -35.3 | -21.8 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 26/09/2024 | USD 180.18 | |
Day Change | 3.02% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU2145466715 | |
Fund Size (Mil) 26/09/2024 | EUR 392.23 | |
Share Class Size (Mil) 31/08/2024 | USD 10.22 | |
Max Initial Charge | - | |
Ongoing Charge 01/02/2023 | 0.63% |
Investment Objective: Robeco Smart Mobility S-USD Capitalisation |
The Sub-fund has as its sustainable investment objective to support the transformation and decarbonization of the global transportation sector by investing in technologies enabling its electrification as well as in developments in the fields of connectivity and autonomous driving helping to reduce pollution, decongest cities and improve traffic safety. 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), as well as 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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Management | ||
Manager Name Start Date | ||
Pieter Busscher 29/10/2020 | ||
Inception Date 29/10/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR EUR | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Robeco Smart Mobility S-USD Capitalisation | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Analog Devices Inc | Technology | 5.18 |
Tesla Inc | Consumer Cyclical | 5.13 |
Delta Electronics Inc | Technology | 4.63 |
Renesas Electronics Corp | Technology | 4.40 |
Schneider Electric SE | Industrials | 4.38 |
Increase Decrease New since last portfolio | ||
Robeco Smart Mobility S-USD Capitalisation |