Europa Småbolag

Europe Small Cap – European fund

A small cap fund with an experienced management team that takes Lannebo's genuine, active management further out into Europe.

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

0.18%

Since start

62.70%

This year

10.38%

5 years

37.65%

Basic fund facts

Start date10/17/2016
ISINSE0008092290
Open for tradeDaily
Ongoing costs1,9%
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 broad exposure to small and medium-sized European companies. The fund is actively managed by an experienced management team that focuses on finding the best investment opportunities among thousands of small companies.

The fund is suitable for those who:

  • Have an investment horizon of at least five years.
  • Believe in small and medium-sized companies in the European market.
  • Believe in active management and investments based on a clear understanding of each company.

Fund managers

Andreas Mattson and Anna Eliasson (outsourcing agreement with Öhman Fonder)

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 (Danish)
Sustainability-related information (Norwegian)