Lannebo Europa Småbolag

No description

About the fund

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.

Sustainability

Sustainability and active ownership are key to long-term returns. Before each new investment, we conduct a sustainability analysis of the company and ensure that it is not affected by Lannebo’s exclusion criteria. In addition, we are committed active owners and work closely with our portfolio companies and other investors to promote sustainable development for the companies and society. To ensure we are making progress, we continuously monitor sustainability risks and opportunities and evaluate the fund’s sustainability performance. More information can be found in the fund’s sustainability-related disclosures.

Data source: MSCI

Carbon footprint

42.8

Carbon footprint is calculated according to the SFDR framework and is a weighted average. A company's carbon footprint is its Scope 1+2 divided by its enterprise value (EV) in EUR.

Science Based Target (SBT)

33.2

The SBT figure shows the percentage of the fund's holdings that have set science based climate targets to meet the goals of the Paris Agreement.

Other share class

Share classLannebo Europa Småbolag A EUR Nav137.75 EUR Nav date2024-10-15

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

NAV

16.16 SEK

Updated

2024-10-15

Basic fund facts

Start date2016-10-17
Risk4/7
Bankgiro-
ISINSE0008092290
Ongoing costs1.6%
Transaction fee0.16%
Total cost1.85%
Benchmark index official name*MSCI Europe Small Cap Net TR SEK

* Source: MSCI. The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)