Disclaimer Robeco Switzerland Ltd.
The information contained on these pages is solely for marketing purposes.
Access to the funds is restricted to (i) Qualified Investors within the meaning of art. 10 para. 3 et sequ. of the Swiss Federal Act on Collective Investment Schemes (“CISA”), (ii) Institutional Investors within the meaning of art. 4 para. 3 and 4 of the Financial Services Act (“FinSA”) domiciled Switzerland and (iii) Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients.
The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Leutschenbachstrasse 50, CH-8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent.
The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website https://www.robeco.com/ch.
Some funds about which information is shown on these pages may fall outside the scope of CISA and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA).
Some funds about which information is shown on this website may not be available in your domicile country. Please check the registration status in your respective domicile country. To view the Robeco Switzerland Ltd. products that are registered/available in your country, please go to the respective Fund Selector, which can be found on this website and select your country of domicile.
Neither information nor any opinion expressed on this website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco Switzerland Ltd. product should only be made after reading the related legal documents such as prospectuses, annual and semi-annual reports.
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Sustainable Investing
ESG funds
ESG funds are portfolios of equities, bonds or securities for which environmental, social and governance factors have been integrated into the investment process. Robeco has integrated ESG factors into the investment process since 2010, and now does so across its entire range of fundamental equity, fixed income, quantitative and bespoke sustainability strategies. This makes us one of the few asset managers in the world to adopt such an all-encompassing approach.
Emphasis differs across sectors
The criteria and emphasis will differ widely across the market. For example, the E factor is much more important for mining and energy companies which face environmental and emissions issues than it is for banks. Social factors are more relevant to the retail and fashion sectors, where pay can be low and working conditions can be difficult. In financial services, good governance is the overriding priority, given the risks that have led to banking crises.
When creating ESG funds, analysts will typically use a vast range of data sources to look at ESG factors, from company reports and general market information, to research from bespoke data providers, or official bodies such as the UN. Most asset managers and financial institutions now have in-house ESG teams specifically looking for sustainability rather than more general financial factors.
Better-informed decisions
Research has shown that the use of financially material ESG factors in security selection leads to better-informed investment decisions and has become increasingly important. Companies with a lower carbon footprint, for example, would face lower regulatory or societal risk than a polluter, and so its shares should be less volatile over time.
ESG funds are growing in popularity among investors who want a reputation for cutting global warming and contributing to human development, without compromising on financial returns. Robeco offers a broad range of ESG funds, labeled as Article 8 or Article 9 under the Sustainable Finance Disclosure Regulation (SFDR).
