Öhman Emerging Markets

No description

About the fund

Öhman Emerging Markets is a passively managed equity fund with the goal of reflecting the development of the world’s emerging markets over the long term, while maintaining good risk diversification. The fund is managed sustainably. A difference between the fund’s returns and the index can be expected, as the management follows the company’s policy for responsible investments. This means that the fund, as part of its investment process and portfolio construction, is regularly adjusted by excluding companies that do not meet the company’s sustainability criteria, and by favoring companies with better long-term sustainability practices.

The fund is suitable for you if you:

  • Want to invest sustainably in a broad equity portfolio on the world’s emerging markets
  • Want sustainability factors to clearly guide which companies are included and excluded

Documents

Historical performance scenarios

Sustainability

Sustainability and active ownership are key to long-term returns. The fund promotes environmental and social characteristics in accordance with Article 8 of the Disclosure Regulation. To ensure progress, we continuously evaluate the fund’s sustainability performance. More information can be found in the fund’s sustainability-related disclosures.

Data source: MSCI

Carbon footprint

47

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)

2.1

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)

24.2

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.

Number of engagements

100

The figure shows the number of engagement dialogues conducted with the fund's portfolio companies during the year. The purpose of these dialogues is to promote the companies' opportunities to have a positive impact on the environment and social characteristics.

Risk

 

Other share class

Share classÖhman Emerging Markets BNav134.06 SEK Nav date2024-11-21

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

260.45 SEK

Updated

2024-11-21

Basic fund facts

Start date2012-07-11
Risk4/7
Bankgiro-
ISINSE0004578615
Ongoing costs0.9%
Transaction fee0.1%
Total cost1.05%
Benchmark index official name*MSCI Emerging Markets Net Total Return