Robeco Global SDG Equities Fund

SRI Style:

Sustainable Style

SDR Labelling:

Not eligible to use label (out of scope)

Product:

SICAV/Overseas

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

30/10/2020

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£151.67m

(as at: 30/11/2025)

ISIN:

LU3042803448

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Objectives and Investment Policy

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.

The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund advances the UN Sustainable Development Goals (SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs. The fund integrates ESG (Environmental, Social and Governance) factors in the investment processand applies Robeco’s Good Governance policy, The fund applies sustainability indicators, including but not limited to, normative, activity-based and region-based exclusions and proxy voting.

The fund is allowed to pursue an active currency policy to generate extra returns and can engage in currency hedging transactions.

Benchmark: MSCI World Index (Net Return, GBP)

(Source: KIID, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Robeco Global SDG Equities Fund

Sustainable Style Not eligible to use label (out of scope) SICAV/Overseas Global Equity 30/10/2020

Fund/Portfolio Size: £151.67m

(as at: 30/11/2025)

ISIN: LU3042803448

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Objectives and Investment Policy

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.

The fund has sustainable investment as its objective within the meaning of Article 9 of the European Sustainable Finance Disclosure Regulation. The fund advances the UN Sustainable Development Goals (SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs. The fund integrates ESG (Environmental, Social and Governance) factors in the investment processand applies Robeco’s Good Governance policy, The fund applies sustainability indicators, including but not limited to, normative, activity-based and region-based exclusions and proxy voting.

The fund is allowed to pursue an active currency policy to generate extra returns and can engage in currency hedging transactions.

Benchmark: MSCI World Index (Net Return, GBP)

(Source: KIID, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)