Robeco QI Global Conservative Equities I $Registrati per vedere i rating |
Storico dei rendimenti | 29/02/2024 |
Crescita di 1000 (EUR) | Grafico Interattivo |
Sintesi | ||
NAV 26/03/2024 | USD 257,930 | |
Var.Ultima Quotazione | 0,18% | |
Categoria Morningstar™ | Azionari Internazionali Large Cap Blend | |
Categoria Assogestioni | Azionari internazionali | |
Isin | LU0714908828 | |
Fund Size (Mil) 26/03/2024 | EUR 390,72 | |
Share Class Size (Mil) 29/02/2024 | USD 9,79 | |
Entrata (max) | - | |
Spese correnti 02/10/2023 | 0,58% |
Morningstar Research |
Analyst Report | 08/01/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
Robeco QI Global Conservative Equities adopts a repeatable, disciplined, and well-conceived approach to harvest the low-volatility factor. Its process is rooted in empirical research and executed by quantitative experts, earning a Morningstar... | |
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Pilastri Morningstar | |
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Persone | 24 |
Società | 24 |
Processo | 24 |
Performance | |
Costi |
Obiettivo d'Investimento Dichiarato: Robeco QI Global Conservative 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 will take exposure of at least two-thirds of its total assets to equities of companies all over the world. The Sub-fund will focus on investing in equities that show lower expected volatility than average global equity. Conservative stands for the focus on equity with lower expected volatility. |
Rendimenti % (EUR) | |||||||||||||
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Gestione | ||
Nome del Gestore Inizio Gestione | ||
Jan Sytze Mosselaar 01/07/2014 | ||
Pim Van Vliet 14/12/2011 | ||
Click here to see others | ||
Data di Partenza 13/12/2011 |
Pubblicità |
Indice | |
Benchmark Dichiarato | Indice di Categoria Morningstar |
MSCI ACWI NR EUR | Morningstar Gbl TME NR USD |
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Composizione del Fondo Robeco QI Global Conservative Equities I $ | 31/01/2024 |
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Primi 5 Titoli | Settore | % |
Amgen Inc | Salute | 1,98 |
Procter & Gamble Co | Beni di consumo difensivi | 1,97 |
McDonald's Corp | Beni di consumo ciclici | 1,96 |
Merck & Co Inc | Salute | 1,96 |
Novartis AG Registered Shares | Salute | 1,76 |
Incremento Decremento Nuova Posizione | ||
Robeco QI Global Conservative Equities I $ |