SAM Sustainable Climate Instl
400 Bellevue Pkwy Ste 100 Wilmington DE 19809
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Phone: 888-261-4073
| Category: | Natural Res | | Fund Family: | Robeco Investment Funds | | Net Assets: | 3.22M | | Year-to-Date Return: | 43.38% | | Yield: | 0.78% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
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Dieter Kffer
Lead Manager since
03-Oct-07 | | | Kffer has been employed by SAM and SAM Group Holding AG, SAMs parent company (SAM AG), since 2001. Prior to that, he led an institutional asset management team at UBS Asset Management in Zurich that was in charge of client equity mandates in Switzerland from 1994-2001. Kffer started his career at UBS in the Private Banking Division. He holds a federal diploma as a Swiss-Certified Banking Expert. He has a total of 19 years experience. Kffer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $5,000 |
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| The investment seeks to provide long-term growth of capital. The fund normally invests at least 80% of net assets in a carefully selected nondiversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies that derive a substantial part of their revenue or profit from technologies, products or services designed to alleviate and delay climate change or help overcome the effects of climate change (Climate-Related Issuers). The fund is nondiversified. |
| Last Dividend
(18-Dec-08):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 115.24% |
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| Expense | SSCIX | Category
Avg | | Total Expense Ratio: | 1.51%
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.03% | | Max Deferred Sales Load: | %
| 2.24% | | 3 Yr Expense Projection*: |
$ 477 | $649 | | 5 Yr Expense Projection*: |
$ 2,430 | $1,032 | | 10 Yr Expense Projection*: |
$ 6,639 | $2,110 |
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