Robeco QI Glb SDG&Clim Cons. Eq. I Cap EUR

Robeco QI Global SDG & Climate Conservative Equities is an actively managed fund that invests in stocks of companies in developed and emerging countries across the world that advance the United Nations Sustainable Development Goals (SDGs) and pursue a carbon reduction objective. The selection of these stocks is based on a quantitative model. The fund aims to achieve long-term returns greater than equity markets with lower downside risk over the full investment cycle, whilst still controlling relative risk through the applications of limits (on countries and sectors) to the extent of deviation from the Benchmark. The selected low-risk stocks are characterized by high dividend yields, attractive valuation, strong momentum and positive analyst revisions as well. This results in a diversified, low turnover portfolio of defensive stocks aiming to achieve stable equity returns and high income. The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund invests in companies whose business models and operational practices are aligned with targets defined by the 17 SDGs. The fund aims to reduce the carbon footprint of the portfolio aligned with the MSCI All Country World Climate Paris Aligned Index and thereby contribute towards the goals of the Paris agreement to keep the maximum global temperature rise well-below 2‚o'¶C. The fund integrates ESG (Environmental, Social and Governance) factors in the investment process and applies Robeco‚aôs Good Governance policy. The fund applies sustainability indicators, including but not limited to, normative, activity-based exclusions in line with Article 12 of the EU regulation on Climate Transition Benchmarks and region-based exclusions, and proxy voting.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No