Lannebo Sustainable Corporate Bond
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
Documents
KIID
Monthly reports
Sustainability-related information
Previous results
Historical performance scenarios
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
32.6Carbon 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.
Implied Temperature Rise (ITR)
1.8The fund's Implied Temperature Rise is measured in degrees Celsius. A figure higher than 1.5 degrees indicates that, at the time of reporting, the fund has higher carbon dioxide emissions than what is required according to the Paris Agreement.
Science Based Target (SBT)
36.7The 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 class | Nav | Nav date |
---|---|---|
Share classLannebo Sustainable Corporate Bond A SEK C | Nav141.3 SEK | Nav date2025-01-20 |
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
118.53 SEKUpdated
2025-01-20Basic fund facts
Start date | 2020-02-18 |
Risk | 2/7 |
Bankgiro | - |
ISIN | SE0013646866 |
Ongoing costs | 0.5% |
Transaction fee | 0.31% |
Total cost | 0.89% |
Benchmark index official name* | Solactive SEK IG Credit Index |
*Index calculated by Solactive AG
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
118.53 SEKUpdated
2025-01-20Basic fund facts
Start date | 2020-02-18 |
Risk | 2/7 |
Bankgiro | - |
ISIN | SE0013646866 |
Ongoing costs | 0.5% |
Transaction fee | 0.31% |
Total cost | 0.89% |
Benchmark index official name* | Solactive SEK IG Credit Index |
*Index calculated by Solactive AG