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Disclaimer

1. General
Please read this information carefully.

This website is prepared and issued by Robeco Hong Kong Limited ("Robeco"), which is a corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 1 (dealing in securities); Type 2 (dealing in futures contracts); Type 4 (advising in securities) and Type 9 (asset management) regulated activities. The Company does not hold client assets and is subject to the licensing condition that it shall seek the SFC’s prior approval before extending services at retail level. This website has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

2. Important risk disclosures
Important risk disclosures Robeco Capital Growth Funds (“the Funds”) are distinguished by their respective specific investment policies or any other specific features. Please read carefully for the risks of the Funds:

  • Some Funds are subject to investment, market, equities, liquidity, counterparty, securities lending and foreign currency risk and risk associated with investments in small and/or mid-capped companies.

  • Some Funds are subject to the risks of investing in emerging markets which include political, economic, legal, regulatory, market, settlement, execution, counterparty and currency risks.

  • Some Funds may invest in China A shares directly through the Qualified Foreign Institutional Investor (“QFII”) scheme and / or RMB Qualified Foreign Institutional Investor (“RQFII”) scheme and / or Stock Connect programmes which may entail additional clearing and settlement, regulatory, operational, counterparty and liquidity risk.

  • For distributing share classes, some Funds may pay out dividend distributions out of capital. Where distributions are paid out of capital, this amounts to a return or withdrawal of part of your original investment or capital gains attributable to that and may result in an immediate decrease in the net asset value of shares.

  • Some Funds’ investments maybe concentrated in one region / one country / one sector / around one theme and therefore the value of the Fund may be more volatile and may be subject to concentration risk.

  • The risk exists that the quantitative techniques used by some Funds may not work and the Funds’ value may be adversely affected.

  • In addition to investment, market, liquidity, counterparty, securities lending, (reverse) repurchase agreements and foreign currency risk, some Funds are subject to risk associated with fixed income investments like credit risk, interest rate risk, convertible bonds risk, ABS risk and the risk of investments in non-investment grade or unrated securities and the risk of investments made in non-investment grade sovereign securities.

  • Some Funds can use derivatives extensively. Robeco Global Consumer Trends Equities can use derivatives for hedging and efficient portfolio management. Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, the Funds may suffer significant losses (even a total loss of the Funds’ assets) from its derivative usage.

  • Robeco European High Yield Bonds is subject to Eurozone risk.

  • Investors may suffer substantial losses of their investments in the Funds. Investor should not invest in the Funds solely based on the information provided in this document and should read the offering documents (including potential risks involved) for details.

3. Local legal and sales restrictions
The Website is to be accessed by “professional investors” only (as defined in the Securities and Futures Ordinance (Cap.571) and/or the Securities and Futures (Professional Investors) Rules (Cap.571D) under the laws of Hong Kong). The Website is not directed at any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of the Website is prohibited. Persons in respect of whom such prohibitions apply or persons other than those specified above must not access this Website. Persons accessing the Website need to be aware that they are responsible themselves for the compliance with all local rules and regulations. By accessing this Website and any of its pages, you acknowledge your agreement with understanding of the following terms of use and legal information. If you do not agree to the terms and conditions below, do not access this Website or any pages thereof.

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Neither information nor any opinion expressed on the 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. The information contained in the Website does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, most recent annual and semi-annual reports, which can be all be obtained free of charge at www.robeco.com/hk/en and at the Robeco Hong Kong office.

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5. Investment performance
No assurance can be given that the investment objective of any investment products will be achieved. No representation or promise as to the performance of any investment products or the return on an investment is made. The value of your investments may fluctuate. The value of the assets of Robeco investment products may also fluctuate as a result of the investment policy and/or the developments on the financial markets. Results obtained in the past are no guarantee for the future. Past performance, projection, or forecast included in this Website should not be taken as an indication or guarantee of future performance, and no representation or warranty, express or implied, is made regarding future performance. Fund performance figures are based on the month-end trading prices and are calculated on a total return basis with dividends reinvested. Return figures versus the benchmark show the investment management result before management and/or performance fees; the fund returns are with dividends reinvested and based on net asset values with prices and exchange rates of the valuation moment of the benchmark.

Investments involve risks. Past performance is not a guide to future performance. Potential investors should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors before any investment decision is made. Investors should ensure they fully understand the risks associated with the fund and should also consider their own investment objective and risk tolerance level. Investors are reminded that the value and income (if any) from shares of the fund may be volatile and could change substantially within a short period of time, and investors may not get back the amount they have invested in the fund. If in doubt, please seek independent financial and professional advice.

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SDG Investing

The Sustainable Development Goals are the blueprint for sustainable investing

Key points

  1. Investments with positive societal impact and contribution to SDGs

  2. Proprietary SDG framework applying 25+ years of research and sustainability data

  3. Exclusion of negative SDG contributions and controversies

Set up in 2015 by the UN, the SDGs provide a shared blueprint for peace and prosperity for people and the planet, now and into the future. The SDGs are a perfect way to align investors with broader objectives of society. The granularity of the SDGs helps to clearly articulate how sustainability topics are applied to the investment decision making and to explain specifically how money contributes.

Our approach

Robeco was one of the first asset managers to formally develop a proprietary investment framework focused on the SDGs. This is a robust tool that systematically evaluates companies based on their contribution towards the SDGs. A company’s overall performance across the SDGs aggregates into an overall company SDG score. These scores are used to construct portfolios that pursue positive impact and aim to avoid negative impact, thereby advancing sustainable economic, social and ecological progress.

We use this three-step framework to assess to what extent a company contributes positively or negatively to each of the SDGs:

Step 1: Products

Step 1: Products

What do companies produce?

  • Positive contribution examples: medicine, water, healthcare

  • Negative contribution examples: shale gas, fast food, gambling


Step 2: Procedure

Step 2: Procedure

How do companies produce?

  • Governance factors

  • Pattern of questionable conduct?

  • Differentiate between firms with highest SDG impact


Step 3: Controversies

Step 3: Controversies

Are controversies known?

  • Example of controversies: spills, bribery and fraud, mis-selling


How do companies and countries score on sustainability?

Explore the contributions companies make to the Sustainable Development Goals and how countries rank on ESG criteria.

Find out more

All companies are given an SDG score based on their contribution to the SDGs (positive, neutral or negative) and the impact of this contribution (high, medium or low). For instance, companies that have a strong positive impact on the SDGs receive a score of +3, while those with a low positive impact would score a +1.

The Robeco SDG strategies apply this framework to define an investable universe composed of companies that contribute positively to the SDGs. To enable diversification across sectors and countries, companies with a neutral SDG score may be included in the portfolio as well.

The scoring system of the Robeco SDG Framework builds on a pioneering research tradition, and further expands on Robeco’s decades-long lead in sustainable investing. The SDG score, together with the macroeconomic outlook, fundamental analysis, sustainability research and ongoing risk management helps investment teams reduce downside risk and select the most promising stocks and bonds for investment portfolios. For each SDG portfolio we report on overall SDG scores versus the index and individual scores for each of the 17 SDGs.

SDG Framework

Team

The quality of the SDG Framework is maintained by our Sustainable Investing Center of Expertise, which includes a dedicated SDG Strategist, SDG Committee and Sustainability Investing Research team. The Center also comprises ESG data scientists and an Active Ownership team that engages with companies and governments on SDGs as well as a wide range of financially material ESG topics. The sustainability specialists work closely with over 200 investment professionals on integrating sustainability into investment portfolios.

Jan Anton van Zanten - SDG Strategist

Jan Anton van Zanten
SDG Strategist

Let us take advantage of the opportunities presented by climate action and lay the foundations for a more prosperous and secure future for all

Sub-strategies

Robeco offers SDG strategies in equities, fixed income and through Indices.

Sustainability

This strategy includes strategies classified as Article 8 as well as strategies classified as Article 9 under the EU's Sustainable Finance Disclosure Regulation.

Ingredients

01

SDGs

Investments that quantifiably contribute to the SDGs

02

Impact

Investing that aims to generate beneficial social and/or environmental effects

03

Research-driven

A true understanding of the topic has been in our DNA since the start

04

Rich heritage

This has been a core expertise for us for decades