Robeco

Manager Overview

Robeco Hong Kong, where the Asia Pacific investment and management team is located, is part of ORIX Corporation Europe N.V. and has been the Asian regional headquarters since 2008. Robeco was founded in 1929 in Rotterdam, the Netherlands, and is a prominent global asset manager that as of September 2023 manages €176 billion globally. Robeco delivers investment solutions in a broad range of strategies through various subsidiaries. Robeco has specialised investment centers, and sales and service teams in Europe, the United States, the Middle East and Asia.

Manager's responsible investing approach

Robeco actively advocates sustainable investing by integrating environmental, social and governance factors into the investment process in various ways. It has incorporated the sustainability aspects of the investment strategies into adequate investment due diligence processes and procedures for the selection and monitoring of investments, amongst others taking into account Robeco's risk appetite and sustainability risk management policies. Specific details on investment due diligence are available in Robeco's Investment Due Diligence Policy as set out in their Sustainability Risk Integration & Organizational policy. Carrying out stewardship responsibilities is an integral part of Robeco's sustainable investing approach.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Robeco Global Developed Sustainable Enhanced Index Equity Fund (AUD)Robeco Global Developed Sustainable Enhanced Index Equity Fund (AUD)	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Robeco SDG Credit Income Fund (AUD Hedged) - Class BRobeco SDG Credit Income Fund (AUD Hedged) - Class B	A-Sort B-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

Robeco SDG Credit Income Fund (AUD Hedged) - Class B

Strategy Summary

The Fund aims to maximise current yield and income and seeks to meet the needs of investors who are targeting a consistent level of income. The Fund also aims to provide long-term capital growth. In addition, the fund applies a screening process to select issues that contribute to realising the UN Sustainable Development Goals. The Fund currently gains its investment exposure predominantly through its investment in the RobecoSAM SDG Credit Income, a sub-fund of the Robeco Capital Growth Funds SICAV ("Underlying Fund"), and will hold cash and cash equivalents for liquidity purposes.

The Underlying Fund is an actively managed fund that has the flexibility to invest in all fixed income segments and to utilise a broad range of fixed income securities. The Underlying Fund aims to maximise current yield and income and seeks to meet the needs of investors who are targeting a consistent level of income. The capital appreciation sought by the Fund generally arises from decreases in interest rates or improving credit fundamentals for a particular sector or security. In addition, the Underlying Funds investible universe seeks to select issuers that contribute to realising the UN SDGs. The Underlying Fund may invest in financial derivative instruments for hedging and optimal portfolio management purposes but also to actively take positions in the global bond, money market, interest rates and currency markets.

Key Terms

Status:	Data Only	Inception Date:
Strategy:	Fixed Income	Style:	N/A
Geography:	Global	Domicile:	Australia
Investors:	Retail	Min. Investment:	AU$20000
Mgmt. Fee:	0.66%	Perf. Fee:	0%

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