Lannebo Sverige Plus

No description

About the fund

Lannebo Sverige Plus is a Swedish equity fund designed for those seeking a fund with greater flexibility and opportunities. An investment in this fund gives you focused exposure to Swedish companies with leading global market positions. The fund is managed by an experienced team and can take short positions balanced with additional long positions. The goal is to generate excess returns by enhancing overweight and underweight positions relative to the benchmark index.

The investment philosophy is based on the belief that the price of an asset is crucial for future returns. Good returns are achieved by investing in mispriced stocks where the fund’s view differs from the general market consensus.

The fund is suitable for those who:

  • Have an investment horizon of at least five years
  • Want a Swedish equity fund with enhanced opportunities
  • Believe in active management and investments based on a clear understanding of each individual company

Documents

KIID
Lannebo Sverige Plus (norwegian)Lannebo Sverige Plus (danish)
Monthly reports
10/2024 - Lannebo Sverige Plus – Swedish equity fund09/2024 - Lannebo Sverige Plus08/2024 - Lannebo Sverige Plus
Sustainability-related information
Summary sverige plus (english)Summary sverige plus (danish)Summary sverige plus (norwegian)
Previous results
Previous results Lannebo Sverige Plus (english)Previous results Lannebo Sverige plus (danish)Previous results Lannebo Sverige plus (norwegian)
Historical performance scenarios
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.

Data source: MSCI

Carbon footprint

39.1

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.

Implied Temperature Rise (ITR)

2.4

The 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)

62.8

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 Sverige Plus C SEK Nav93.5 SEK Nav date2024-12-19
Share classLannebo Sverige Plus F SEK Nav88.22 SEK Nav date2024-12-19

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

90.86 SEK

Updated

2024-12-19

Basic fund facts

Start date2008-12-11
Risk4/7
Bankgiro-
ISINSE0002686584
Ongoing costs1%
Transaction fee0.4%
Total cost1.45%
Benchmark index official name*SIX Portfolio Return Index