RobecoSAM Smart Energy Equities D EURRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | 45,6 | 26,9 | -16,4 | 9,0 | 6,1 | |
+/- Luokka | -16,5 | 19,9 | -5,4 | 19,5 | 9,5 | |
+/- Ind. | 29,2 | 8,1 | -9,5 | 5,3 | 4,1 | |
Luokka: Sektori uusiutuva energia osakkeet | ||||||
Luokan vertailuindeksi: Morningstar Gbl Renew Enrg ... |
Yleiskatsaus | ||
Osuuden arvo 29.04.2024 | EUR 55,72 | |
1 pv muutos | 0,78% | |
Morningstar rahastoluokka™ | Sektori uusiutuva energia osakkeet | |
ISIN | LU2145461757 | |
Rahaston koko (Mil) 29.04.2024 | EUR 3030,51 | |
Rahastosarjan koko (Mil) 31.03.2024 | EUR 1049,12 | |
Merkintä (Max) | 5,00% | |
Juoksevat kulut 02.10.2023 | 1,76% |
Morningstarin analyysi |
Analyst Report | 21.09.2023 Ronald van Genderen, Senior 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... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 23 |
Taustayhtiö | 24 |
Prosessi | 23 |
Tuotto | |
Hinta |
Sijoituspolitiikka: 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. |
Tuotto | |||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Michael Studer 01.01.2023 | ||
Roman Boner 01.08.2021 | ||
Perustamispäivä 29.10.2020 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
MSCI World NR EUR | Morningstar Gbl Renew Enrg NR USD |
Kohdemarkkina | ||||||||||||||||||||
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Rahastosalkun sisältö RobecoSAM Smart Energy Equities D EUR | 31.03.2024 |
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5 suurinta sijoitusta | Sektori | % |
Quanta Services Inc | Teollisuus | 4,42 |
Carlisle Companies Inc | Teollisuus | 4,25 |
Vertiv Holdings Co Class A | Teollisuus | 4,01 |
ARM Holdings PLC ADR | Teknologia | 4,00 |
Monolithic Power Systems Inc | Teknologia | 3,90 |
Nousu Lasku Uusi salkussa | ||
RobecoSAM Smart Energy Equities D EUR |