Lannebo Europe Green Transition

A dark green small and mid cap fund focused on companies driving the European Green Transition.
Open for tradeDaily
Management fee1,62%
Overview

Lannebo Europe Green Transition - European thematic fund that invests in sustainable companies.

Investing in Lannebo Europe Green Transition gives you a broad exposure to small and medium-sized European companies. The fund is classified as an article 9-fund, which means that the fund has sustainable investment as its objective. In practical terms, this means that the fund only invests in companies that are classified as sustainable and that contribute to the green transition.

The fund is suitable for those who

  • Want to invest in an Article 9-fund with a strong positive environmental impact.
  • Want to invest in small and medium-sized companies listed on European equity markets.
  • Want an actively managed fund where investments are based on a clear understanding of each individual company.
  • Can accept that fluctuations in performance may occur, and have an investment horizon of at least five years.

Why invest in a fund with focus on green transition?

An environmental focused fund is an equity fund with a specific focus on investing in companies that contribute to a sustainable future. By investing in an environmental focused fund, you as an investor know that your savings will be invested in businesses that enable a green transition. Lannebo Europe Green Transition is a so-called dark green fund, which means that the fund only invests in companies that are classified as sustainable.

Why invest in Lannebo Europe Green Transition?

Lannebo Europe Green Transition is an actively managed equity fund that invests in small and medium-sized companies in Europe with a focus on green transition. The fund is managed by a highly experienced team that has been monitoring the European equity markets for a long time. Through the guiding principles of long-termism, risk awareness and independence, the fund aims to achieve the best possible risk-adjusted return over time.

Sustainability

Lannebo Europe Green Transition is classified as a dark green article 9-fund. This means that the fund managers selects companies that contribute to the fund’s sustainable investment objectives. These companies are identified through the managers’ own sustainability analysis, which takes into account how well a company’s operations contribute to the green transition required to achieve the goals of the Paris Agreement. This is done by investing in companies that contribute to or enable a green transition.

A Green Transition Assessment is carried out on all companies based on the proprietary framework of criteria used to classify a company’s positive environmental impact. At least 25 percent of turnover must contribute to a sustainability objective. The sustainability target must be an environmentally sustainable target as defined in the EU Taxonomy Regulation, an environmental target or a target related to the UN Sustainable Development Goals.

The managers also pursue active corporate governance with a focus on long-term, profitability and sustainability. The managers meet regularly with company management to monitor developments and discuss sustainability. You can read more about the Fund’s sustainability disclosures and the sectors in which the Fund does not invest. Some examples are:

  • Arms
  • Alcohol
  • Tobacco
  • Commercial gambling
  • Pornography
  • Fossil fuels
  • Cannabis

Sustainability-related information

Awards

Risk Indicator (SRRI)

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Fund performance

Risk information

Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.

Basic fund facts

Start date2022-09-19
Bankgiro5877-1775
ISINSE0017885056
Open for tradeDaily
Management fee1,62%