Global SDG Equities IE GBP - LU3042803448

Key points

Investing in a diversified portfolio of companies that make a significant positive contribution to the 17 UN Sustainable Development Goals
Technological progress, regulation and consumer awareness create new markets for sustainable companies with innovative products and services
Leveraging Robeco’s pioneering SDG Framework developed in 2017

About this fund

Robeco Global SDG Equities is an actively managed fund that invests globally in companies that take action to advance the UN Sustainable Development Goals. The selection of these stocks is based on fundamental analysis. The fund's objective is to achieve a better return than the index. The strategy integrates sustainability throughout the investment process. It uses as an internally developed framework (more information on which can be found at www.robeco.com/si) to identify companies whose products and services create a material positive impact on the SDGs.

Key facts

Per 8-31-2025

Total size of fund	GBP 149,020,331.48
Size of share class	GBP 242,273.69
Inception date share class	2025-04-22
Dividend paying	Yes

Fund manager

Christoph Wolfensberger

Christoph Wolfensberger is Portfolio Manager and member of the Global Equity team . He is also Lead Portfolio Manager of Robeco's Global SDG Equities strategy. He has over 10 years' experience in sustainability investing. Prior to this, Christoph was a Quantitative Analyst covering sustainability/impact investing within Robeco's Products & Engineering Team, with a focus on customized solutions as well as portfolio optimization. He holds a Master's in Chemistry and in Business Studies from the University of Zurich.

The performance data for this fund is either unavailable or restricted by the MIFID legislation, which prevents us from reporting performance data for funds with less than a 12-month track record.

Cost of this fund	Percentage
Ongoing charges Indication of annual charges that are deducted for this fund. This indication is based on the costs over the last calendar year and may vary from year to year. Transaction costs incurred by the fund, any performance fees and other one-off costs are not included in the ongoing charges.	0.83%
Included management fee A fee paid by the fund to the asset management company for the professional management of the fund.	0.70%
Included service fee This fee is intended to cover official fees, such as the cost of annual reports, annual shareholders' meetings and price publications.	0.12%
Transaction costs The transaction costs shown are the average annual transaction costs over the last three years calculated in accordance with European regulations.	0.05%

Fiscal product treatment

The fund is established in Luxembourg and is subject to the Luxembourg tax laws and regulations. The fund is not liable to pay any corporation, income, dividend or capital gains tax in Luxembourg. The fund is subject to an annual subscription tax ('tax d'abonnement') in Luxembourg, which amounts to 0.01% of the net asset value of the fund. This tax is included in the net asset value of the fund. The fund can in principle use the Luxembourg treaty network to partially recover any withholding tax on its income.

Fiscal treatment of investor

Investors who are not subject to (exempt from) Dutch corporate-income tax (e.g. pension funds) are not taxed on the achieved result. Investors who are subject to Dutch corporate-income tax can be taxed for the result achieved on their investment in the fund. Dutch bodies that are subject to corporate-income tax are obligated to declare interest and dividend income, as well as capital gains in their tax return. Investors residing outside the Netherlands are subject to their respective national tax regime applying to foreign investment funds. We advise individual investors to consult their financial or tax adviser about the tax consequences of an investment in this fund in their specific circumstances before deciding to invest in the fund.

Policies

Per 8-31-2025

Profile

Per 8-31-2025

ESG IntegrationVotingTarget Universe

Sustainability

Per 8-31-2025

The fund’s sustainable investment objective is to advance the United Nations Sustainable Development Goals (SDGs). SDG and sustainability considerations are incorporated in the investment process by the means of a target universe, exclusions and ESG integration. The fund solely invests in stocks issued by companies with a medium or high positive impact on the SDGs. The impact of issuers on the SDGs is determined by applying Robeco's internally developed three-step SDG Framework. The outcome is a quantified contribution expressed as an SDG score, considering both the contribution to the SDGs (positive, neutral or negative) and the extent of this contribution (high, medium or low). Furthermore, the fund does not invest in stock issuers that are in breach of international norms or where activities have been deemed detrimental to society following Robeco's exclusion policy. Financially material ESG factors are integrated in the bottom-up fundamental investment analysis to assess existing and potential ESG risks and opportunities. In addition, where a stock issuer is flagged for breaching international standards in the ongoing monitoring, the issuer will become subject to exclusion. Lastly, the fund makes use of shareholder rights and applies proxy voting in accordance with Robeco's proxy voting policy.For more information please visit the sustainability-related disclosures.The index used for all sustainability visuals is based on MSCI World Index (Net Return, GBP).

Market development

Per 8-31-2025

The Federal Reserve is widely expected to cut interest rates in September 2025, driven by softening labor market data and political pressures. Market pricing shows an over 80% chance of a quarter-point cut, with several more cuts anticipated through 2026. However, some analysts caution that the odds are closer to 50-50, due to persistent inflation and economic resilience. Fed Chair Powell has signaled openness to rate cuts but emphasizes a cautious, data-dependent approach amid ongoing uncertainties.

Expectation of fund manager

Christoph Wolfensberger

The economic environment remains challenging with elevated but slightly declining interest rates and uncertain policy paths. Rising geopolitical tensions and a protectionist US trade stance add market uncertainty. Valuations, especially in the US, are high, necessitating strong earnings growth for equities to deliver attractive returns. A bottom-up focus on companies with resilient fundamentals, SDG alignment, and attractive valuations is key, balancing growth and stability amid expected volatility and cyclicality.

Robeco Global SDG Equities IE GBP

Actively contributing towards meeting the SDGs

Key points

About this fund

Key facts

Fund manager

The performance data for this fund is either unavailable or restricted by the MIFID legislation, which prevents us from reporting performance data for funds with less than a 12-month track record.

Costs

Fiscal product treatment

Fiscal treatment of investor

Fund allocation

Policies

Profile

Sustainability

Market development

Expectation of fund manager

Fund documents

Annual and Semi-Annual Reports

Announcements

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