Öhman Global Growth

No description

About the fund

Öhman Global Growth is an actively managed global equity fund that invests in companies with high expected growth and products or services based on technological innovation. The fund invests globally, with holdings spread across various sectors.

The fund is actively and sustainably managed by a team of experienced portfolio managers, each responsible for different sectors. The management team follows a structured investment process where long-term thematic drivers, focusing on technology-driven growth and sustainability considerations, are combined with company-specific assessments.

The fund is suitable for you if you:

  • Want to invest sustainably in technology-driven growth worldwide
  • Want exposure to the increasing use of technological innovation across all industries
  • Want a concentrated equity portfolio of growth companies with profitable and scalable business models

Documents

KIID
Öhman Global Growth A (norwegian)Öhman Global Growth C (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

7.9

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)

1.9

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)

33.6

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.

Number of engagements

55

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 Global Growth BNav922.81 SEK Nav date2024-10-15
Share classÖhman Global Growth CNav984.03 SEK Nav date2024-10-15

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

1412.48 SEK

Updated

2024-10-15

Basic fund facts

Start date1996-04-15
Risk4/7
Bankgiro-
ISINSE0000493546
Ongoing costs1.8%
Transaction fee0.06%
Total cost1.91%
Benchmark index official name*MSCI AC World Total Return Growth Net