Lannebo Sustainable Corporate Bond

No description

About the fund

An investment in the fund gives you focused exposure to corporate bonds used to finance environmental or social projects (such as green, social, or sustainable bonds) or bonds issued by companies considered to contribute to a more sustainable future.

The fund is managed by an experienced team with a focus on long-term performance and risk awareness. The goal is to provide the potential for good returns but with lower risk than stocks. The fund primarily invests in corporate bonds issued by companies in the Nordic region, with some exposure to the rest of Europe. The average credit rating of the fund’s investments is estimated to correspond to Investment Grade. Creditworthiness is determined by the fund company based on internal assessments.

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 with lower risk than equity investments
  • Believe in active management where thorough company analysis drives long-term returns
  • Want to invest sustainably for a better environment and future

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.

Carbon footprint

36.4

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)

36.6

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 Sustainable Corporate Bond C SEK Nav140.52 SEK Nav date2024-12-02

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

117.88 SEK

Updated

2024-12-02

Basic fund facts

Start date2020-02-18
Risk2/7
Bankgiro-
ISINSE0013646866
Ongoing costs0.5%
Transaction fee0.31%
Total cost0.89%
Benchmark index official name*Solactive SEK IG Credit Index

*Index calculated by Solactive AG