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RobecoSAM Global Child Impact Equities B

Ranked 77 out of 364 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

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.

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

the Fund invests in the shares of companies worldwide which exhibit enhanced levels of sustainability and corporate social responsibility towards children

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 5.6%
2017 10.5% 4.2% -0.7% 1.6% 5.2%
2016 7.4% -5.8% 2.7% 3.4% 7.5%
2015 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Microsoft Corp ORD 3.00%
Cisco Systems Inc ORD 2.92%
Visa Inc ORD 2.77%
Discover Financial Services ORD 2.66%
Cognizant Technology Solutions Corp ORD 2.48%
UnitedHealth Group Inc ORD 2.40%
American Express Co ORD 2.37%
S&P Global Inc ORD 2.28%
PNC Financial Services Group Inc ORD 2.15%
Boston Scientific Corp ORD 2.14%
30/06/2018

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 date18/09/2015
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1277649130

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

Related News

RobecoSAM strengthens PM team on two thematic funds

Investment firm names co-manager on pair of specialist strategies overseen by recently-recruited market veteran.

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