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RobecoSAM Global Gender Equality Impact Equities B

Ranked 97 out of 340 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 companies based in (or with their principal activities carried out in) recognised countries and that are known to demonstrate a high degree of gender diversity and equality, as well as sustainability. A high degree of gender equality means that a company consciously recognises and encourages gender equality in the acquisition, cultivation and commitment to female talent at all levels of the company's structure, including at committee and director level. The term sustainability is understood to mean aiming to achieve commercial success while, at the same time, taking account of environmental and social goals.

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Performance

Global over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% -1.5% 2.3%
2016 9.0% -4.0% 2.2% 4.4% 6.3%
2015 7.5%

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 date18/09/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1277652514

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).