Robeco SAM – the specialist sustainable investment arm of Robeco – has launched a strategy to make long-term returns from the electrification of the transportation sector.
The strategy is to be managed by fund manager Thiemo Lang, who is responsible for the company’s Smart Energy Strategy. The new Robeco SAM Smart Mobility Strategy is targeted at both retail and institutional investors.
In a statement announcing the launch, Lang said the strategy draws on the group’s “long-standing expertise” in thematic investing.
“The demand and sophistication of vehicle electrification is rapidly intensifying with the acceptance and expansion of autonomous driving and the continued drive towards a low-carbon economy,” he said.
“This creates attractive investment opportunities which the Robeco SAM Smart Mobility Strategy aims to fully capitalise on.”
The new fund will be available to investors in the UK, Austria, Belgium, Finland, France, Germany, Ireland, Italy, Liechtenstein, Luxembourg, the Netherlands, Sweden, Switzerland and Singapore with limited registration.
Robeco SAM is hopeful that tighter regulation of traditional vehicles around the world, coupled with advances in technology will stimulate interest in the strategy. The company suggests that by 2030 every third new vehicle sold will be electric (pure electric and plug-in) and that the total electric vehicle market will reach $1.4 trillion.
Robeco SAM’s co-CEO, Marius Dorfmeister, said this latest launch would build on the group’s reputation for successful thematic strategies.
He explained: “Smart money from around the world is already flocking into the Robeco SAM Smart Mobility strategy.
“The confidence being demonstrated by these early investors is clear acknowledgement of our ability to identify cutting edge sustainability trends and convert them into appealing investments for our clients. Like us, they are convinced, that the future of transport is electric.”