Robeco Global SDG Engagement Equities DH EUR italisation Capitalisation

The fund aims to invest in a concentrated selection of global stocks based on fundamental analysis to identify companies that can make a clear and measurable improvement in their contribution to the United Nations Sustainable Development Goals (UN SDGs) over three to five years via active engagement. The fund integrates sustainability risks in the investment process and excludes companies engaged in controversial behavior and products.

The fund is exposed to a variety of sectors including industrials, materials, and information technology. It focuses on companies that contribute positively to the UN SDGs and excludes those involved in controversial activities such as controversial weapons, tobacco, palm oil, fossil fuel, military contracting, firearms, nuclear power, alcohol, gambling, adult entertainment, and cannabis. The portfolio is built on an eligible investment universe and an internally developed SDG framework for mapping and measuring SDG contributions.

The fund's strategy had a negative performance relative to the benchmark in February, driven by underperformance in energy and financials. Rising inflation and interest rates are impacting the market, with a shift expected towards value stocks outperforming growth stocks. Geopolitical risks, such as the Russia/Ukraine conflict, are increasing macro risks for developed market equities, potentially leading to negative ripple effects on global growth. The fund manager has a cautious outlook due to ongoing inflation concerns and broader geopolitical uncertainty.

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