Robeco Sustainable Property Equities I £Register to Unlock Ratings |
Performance History | 30/04/2023 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | -16.8 | -2.1 |
![]() | +/-Cat | - | - | - | 0.9 | - |
![]() | +/-B’mrk | - | - | - | -1.8 | - |
Category: Property - Indirect Global | ||||||
Category Benchmark: Morningstar Gbl Real Est TM... |
Key Stats | ||
NAV 25/04/2023 | GBP 102.95 | |
Day Change | -0.31% | |
Morningstar Category™ | Property - Indirect Global | |
IA (formerly IMA) Sector | - | |
ISIN | LU2292538084 | |
Fund Size (Mil) 13/08/2024 | EUR 408.61 | |
Share Class Size (Mil) 31/03/2023 | GBP 0.02 | |
Max Initial Charge | 0.50% | |
Ongoing Charge 01/02/2023 | 0.88% |
Investment Objective: Robeco Sustainable Property Equities I £ |
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 26/01/2021 |
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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 I £ | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.07 |
![]() | ![]() | 6.98 |
![]() | ![]() | 4.63 |
![]() | ![]() | 4.40 |
![]() | ![]() | 3.89 |
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Robeco Sustainable Property Equities I £ |