Sverige

Sverige – Equity fund

An equity fund for you who want to invest in Swedish companies with leading market positions globally.

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.

Historical return

1 day

0.30%

Since start

792.93%

This year

9.25%

5 years

68.91%

Basic fund facts

Start date08/04/2000
ISINSE0000740680
Open for tradeDaily
Ongoing costs2.0%
Risk4/7

Ongoing costs consist of management fees and other administrative or operating costs (an estimate based on actual costs over the past year) and transaction costs (an estimate of costs incurred when a fund buys and sells securities).

Overview

An investment in the fund gives you a focused orientation towards Swedish listed companies with global market positions. Lannebo Sverige has more than 20 years of history and is an actively managed equity fund with a focus on a long-term approach and risk awareness. The goal is to create the opportunity for a good risk-adjusted return with a concentrated portfolio.

The fund is suitable for those who:

  • Have an investment horizon of at least five years.
  • Want to take part in the development of the Swedish stock market.
  • Believe in active management and investments based on a clear understanding of each individual company.
Factsheet
Prospectus

Sustainability

The fund is classified as an Article 8 product under SFDR (Sustainable Finance Disclosure Regulation). By recognizing the long-term significance of sustainability as a driver of change in markets, countries, and companies, the portfolio managers evaluate investments based on their environmental impact, social responsibility, and governance practices.

The fund’s responsible investment strategies are:

  • integrating environmental, social and governance factors into our investment processes, including both sustainability risks and principal adverse impacts, a concept commonly referred to as “double materiality”.
  • acting as a responsible owner, engage with our investee companies to ensure their alignment with our expectations regarding sustainable business practices and adherence to international norms.
  • excluding companies that are engaged in sectors and activities that we deem to cause significant adverse effects on society, where an investment would be associated with substantial negative environmental or social consequences or associated with an undesirable sustainability risk.

Explore further details regarding Lannebo’s sustainability initiatives here and learn more about the fund’s exclusion criteria in greater detail here.

Sustainability-related information

Below you will find sustainability-related information for the fund. For general information about Lannebo’s sustainability work linked to the funds and discretionary assignments, please visit sustainability-related information.

Sustainability-related information (English)
Sustainability-related information (Norwegian)