Green Transition (2)

Europe Green Transition – 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

-1.44%

Since start

12.42%

This year

6.61%

Basic fund facts

Start date09/19/2022
ISINSE0017885056
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)

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)