Instrument Profile
Short Summary
Long-term growth potential — Participate in the megatrend of electrification of energy supply & benefit from the transition to new ways of producing, distributing and managing energy.
Focus on solution providers — Invest in the technology leaders and innovative winners of this global revolution.
Investment Summary
The RobecoSAM Smart Energy Strategy invests in stocks of companies that provide competitive and sustainable solutions to the growing need for reliable, clean & affordable energy supply.
ESG Integration
The Fund employs systematic, bottom-up stock selection that combines proprietary Environmental, Social & Governance (ESG) data and research throughout the investment process.
Type: Equity SICAV
Geography: Broad Developed Markets
Sector: Diversified
Investment Style: Sector Equity Alternative Energy
Ongoing Charges: - (estimated)
Initial Charge: 0.50%
Fund Size (AUM): USD 1833M
Data by the open sources of the instrument provider. Last update: 4.12.2020
MSCI Sustainability Score
n/a
Source: MSCI Inc.
Last update: Dec 6th, 2020
Morningstar Sustainability Score
n/a
Source: Morningstar, Inc.
Last update: Dec 6th, 2020
Rolling performance, as of 31.10.2020:
1 Year: 27.58%
2 Years: 26.97%
3 Years: 12.74%
Data by the open sources of the instrument provider. Last update: 6.12.2020
Top 10 Holdings
Company
On Semiconductor Corp
Ii-Vi Inc
Lumentum Holdings Inc
Marvell Technology Group Ltd
Maxim Integrated Products Inc
Nio Inc
Lattice Semiconductor Corp
Johnson Controls International Plc
Power Integrations Inc
Rockwool International A/S B
Weighting
4.99%
4.58%
3.72%
3.68%
3.15%
3.00%
2.85%
2.53%
2.49%
2.45%
Top portfolio holdings as of 6.12.2020 | Source: instrument provider.