Lannebo Europe Green Transition
About the fund
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.
Documents
Monthly reports
Sustainability-related information
Previous results
Historical performance scenarios
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.
Other share class
| Share class | Nav | Nav date |
|---|---|---|
| Share classLannebo Europe Green Transition A EUR | Nav105.92 EUR | Nav date2024-11-20 |
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.
NAV
113.73 SEKUpdated
2024-11-20Basic fund facts
| Start date | 2022-09-19 |
| Risk | 4/7 |
| Bankgiro | - |
| ISIN | SE0017885056 |
| Ongoing costs | 1.6% |
| Transaction fee | 0.37% |
| Total cost | 2.02% |
| Benchmark index official name* | MSCI Europe Small Cap Paris Aligned 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)