RobecoSAM Global SDG Equities USD B

Ranked 86 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Rainer Baumann

Rainer Baumann works at RobecoSAM as the head of public equities and member of the executive committee. In his position he is responsible for overseeing the investment processes for RobecoSAM’s actively managed investment strategies as well as the indices business. Prior to joining RobecoSAM in 2002, he spent three years with UBS Wealth Management as a portfolio manager responsible for large private asset management mandates and as a member of the local investment committee. He began his career at PricewaterhouseCoopers. Baumann holds a master's degree in Business Administration from the University of Zurich and is a CFA Charter Holder.

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 investment objective of the fund is to achieve long-term capital appreciation by investing at least two-thirds of its assets in a portfolio of carefully selected equities and other equity securities of companies with most of their economic activity in recognized countries that have a higher degree of sustainability and have a positive impact on the UN Sustainable Development Goals. Sustainability is understood as the pursuit of economic success while at the same time taking account of ecological 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 7.5%
2018 1.4% -5.6% 7.8% 5.1% -5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Netherlands
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date12/12/2017
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1721250774

Purchase Info

  • Min. initial investment0

Charges

  • Annual management1.40%

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