Green Transition (2)

Europe Green Transition A EUR – European thematic fund

A dark green small and mid cap fund focused on companies driving the European Green Transition.

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

-0.21%

Since start

9.28%

This year

6.58%

Basic fund facts

Start date09/19/2022
ISINSE0017885064
Open for tradeDaily
Ongoing costs2.2%
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

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.

Fund managers

Ylwa Häggström and Anna Eliasson (outsourcing agreement with Öhman Fonder)

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 Europe Green Transition?

  • Lannebo Green Transition is a dark green EU Article 9 fund. The fund only invests in companies that are driving the European Green Transition making your impact as an investor truly beneficial for a sustainable future.
  • Lannebo delivers genuine active management. Therefore, instead of staring at the screens, following the index and the stock market, we deepen our knowledge of companies we believe in. We look for, find and meet with companies with strong business ideas, stable balance sheets and great potential to invest in early on. Over the years we have developed a keen eye for quality companies that are profitable and can continue to perform for our unit holders over the long term regardless of external conditions. We like when companies are experts at what they do, preferably world leading and we would like to see strong owners’ / management teams that advance the business forward.
  • The small and mid cap market is less efficient compared to large caps, allowing for greater potential of additional returns in each investment compared to the overall market. Despite the fact that the majority of European companies are small caps there are fewer players that monitor and analyse them. We want to capture these opportunities with our proven approach where we evaluate each company based on our own critical analysis.

Sustainability

The fund is classified as an Article 9 product under SFDR (Sustainable Finance Disclosure Regulation). Its sustainable objective is to contribute to a green transition, aiming to prevent negative climate and environmental effects. This objective is accomplished by investing in companies that contribute to achieving environmental goals aligned with the UN’s SDGs (UN’s sustainable development goals).

Being an Article 9 product, the fund exclusively pursues investments adhering to the fund company’s criteria for sustainable investments.

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)