Sustainable Corporate Bond

Sustainable Corporate Bond – Green bond fund

A green bond fund for you who want to invest sustainably and have the opportunity for a higher return than traditional fixed income funds but lower risk than equity funds.

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

0.04%

Since start

12.72%

This year

3.36%

Basic fund facts

Start date02/18/2020
ISINSE0013646866
Open for tradeDaily
Ongoing costs0.9%
Risk2/7

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

For the fund, sustainability plays a crucial role. An investment in the fund gives you a focused orientation towards bonds used to finance environmental projects (so-called green bonds) or bonds issued by companies that are deemed to contribute to a more sustainable future. The fund is actively managed by an experienced management team with a focus on a long-term approach and risk awareness. The objective is to create opportunities for good returns but at lower risk than equities. The fund mainly invests in corporate bonds issued by companies in the Nordic region and to some extent in the rest of Europe. The assessed average credit rating for the fund’s investments is at least BBB-.

The fund is suitable for those who:

  • Have an investment horizon of at least three years.
  • Want a higher return than traditional fixed income savings but lower risk than equity savings.
  • Believe in active management where careful company analysis creates long-term returns.
  • Want to invest sustainably for a better environment and future.

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 follows specific sustainability criteria in its investments. This means that the fund, in addition to what applies to all of Lannebo’s funds, actively selects companies based on three main themes: A better environment, a healthier life and a sustainable society. The fund commits to allocate a minimum of 50 percent of asset under management to 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.

High sustainability rating
If the managers wish to invest in a company that does not clearly contribute to a sustainable society, the company must maintain the highest, or second highest, assessment in Lannebo’s internal sustainability assessment, or in the sustainability analysis from Sustainalytics.

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)
Sustainability-related information (Danish)