RobecoSAM Global Gender Equality Impact Equities B

Ranked 100 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Junwei Hafner-Cai

Junwei Hafner-Cai is a portfolio manager at RobecoSAM, where she joined in 2010. Additionally she is a senior analyst covering the Industrial space. Prior to joining, Junwei was a junior portfolio manager at EFG International. Previously, she was an assistant relationship manager within the International Wealth Management Desk at Credit Suisse Private Banking and an assistant fixed income portfolio manager at Wegelin & Co., Private Bankers. Junwei holds a Bachelor’s degree in Business (major in Banking & Finance) from Nanyang Technological University in Singapore, and a Certified International Investment Analyst (CIIA) designation from AZEK in Switzerland.

Objective

The fund invests in companies based in (or with their principal activities carried out in) recognised countries and that are known to demonstrate a high degree of gender diversity and equality, as well as sustainability. A high degree of gender equality means that a company consciously recognises and encourages gender equality in the acquisition, cultivation and commitment to female talent at all levels of the company's structure, including at committee and director level. The term sustainability is understood to mean aiming to achieve commercial success while, at the same time, taking account of environmental and social goals.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 0.3% -4.1% 7.9% 7.7% -10.0%
2017 14.0% 5.4% 1.2% 2.7% 4.2%
2016 26.2% 3.3% 7.2% 8.7% 4.9%
2015 7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Thermo Fisher Scientific Inc ORD 3.21%
Microsoft Corp ORD 3.02%
Cisco Systems Inc ORD 2.66%
Visa Inc ORD 2.57%
Mastercard Inc ORD 2.45%
Unilever NV DR 2.32%
Estee Lauder Companies Inc ORD 2.27%
SAP SE ORD 2.20%
Alphabet Inc ORD 2.20%
Aon PLC ORD 2.09%
31/12/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date18/09/2015
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU1277652514

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).