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RobecoSAM Sustainable Global Equities EUR C

Ranked 27 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Olaf Martin

Olaf Martin is senior portfolio manager at RobecoSAM. Prior to joining RobecoSAM Olaf Martin worked eight years for Zürcher Kantonal Bank and was responsible for running Global SRI funds, as well a European equity fund. Before that, he worked for Vontobel Asset Management managing Global SRI equity funds and a thematic equity fund. He started his career as an analyst at UBS Warburg. Olaf Martin earned his Master in Business Administration at the Ludwig Maximilian University of Munich and is a Certified International Investment Analyst.

Objective

Equity fund investing globally in companies that are leaders with respect to sustainability. Sustainability means endeavouring to attain commercial success while taking account of ecological and social goals. The fund is suitable for investors with a long-term investment horizon and corresponding risk tolerance, who believe in the long-term potential of sustainable companies and would like to meet their investment requirements in this area with one single product.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% 5.4%
2017 9.7% 5.0% -1.4% 2.1% 3.9%
2016 10.0% -5.3% 2.1% 5.5% 7.9%
2015 8.5% 13.0% -2.6% -8.1% 7.4%
2014 17.5% 2.5% 4.3% 4.7% 4.9%
2013 24.0% 12.0% 1.0% 3.9% 5.5%
2012 8.6% 7.9% -3.2% 4.2% -0.3%
2011 -5.2% -1.3% -2.3% -13.0% 13.0%
2010 21.8% 10.2% -2.5% 2.7% 10.4%
2009 22.3% -10.0% 10.0% 13.0% 9.2%
2008 -39.9% -15.2% -2.1% -6.1% -22.9%
2007 -3.2% -0.6% 7.3% -2.5% -7.0%
2006 11.6% 7.3% -6.5% 6.4% 4.6%
2005 25.5% 2.8% 7.5% 8.4% 4.8%
2004 -4.4% 2.1%

Month by Month Performance

Returns Vs Risk

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 date30/04/2004
  • Share Class size33Mn
  • Base currencyEUR
  • ISIN LU0188782675

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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