Robeco launches SDG-focused engagement fund

Partnered with UBS GWM

clock • 1 min read
Michiel Plakman is the lead portfolio manager on the fund

Michiel Plakman is the lead portfolio manager on the fund

Robeco has partnered with UBS Global Wealth Management to launch its Robeco SAM Global SDG Engagement Equities fund.

The partnership will continue for the six months following the launch of the fund, with UBS Global Wealth Management initiating funding this month, with an investment target of $1.5bn.

Whittaker returns to Robeco to lead sustainable investment research

The fund has a high conviction strategy with an objective to motivate invested companies to improve their fulfilment of the United Nations Sustainable Development Goals through active engagement.

It offers investors long term capital growth with the integration of ESG considerations and is benchmarked against the MSCI All Country World index.

Michiel Plakman is the lead portfolio manager on the fund, supported by Daniela da Costa, Peter van der Werf, Giacomo Moroni and Jan Anton van Zanten and Robeco's fundamental equities, emerging markets equities, active ownership and sustainable investment research teams.

Robeco goes on sustainable themes investment teams hiring spree

Reto Eisenhut-Quinter, head of wholesale Robeco Switzerland, said: "Robeco's strong track record in sustainability engagement perfectly fits the aim of this fund which is to drive clear and measurable improvements in a company's contribution to the SDG's while achieving attractive investment returns for our clients."

This launch marks the second SDG-focused equities fund for Robeco, following RobecoSAM Global SDG Equities in 2018

More on ESG

The worst contender dropped 166%, with its flows going from net positive to net negative

Morningstar figures reveal drop in recently ESG rebranded funds flows

Worst fund saw 166% drop

Kathleen Gallagher
clock 24 June 2022 • 5 min read
Alex Wright of Fidelity International

Fidelity's Alex Wright: People have misunderstood OMV Russia exposure

'Sentiment is overly pessimistic'

clock 23 June 2022 • 3 min read
Equity funds managed to stay in positive territory with €2.9bn of new net subscriptions

Morningstar: European fixed income funds suffer €16.5bn net outflows in May

Equity funds remained in positive territory

clock 23 June 2022 • 1 min read