Öhman Global Småbolag

No description

About the fund

Öhman Global Småbolag  is an actively managed global equity fund with a focus on both value and growth among smaller companies, identifying investment themes based on global megatrends. The fund aims to outperform the performance of small and medium-sized companies in the global equity markets. It invests in small and medium-sized companies across various countries and industries. Companies the fund invests in must have a market capitalization of less than five billion U.S. dollars at the time of investment.

The fund is suitable for you if you:

  • Want exposure to smaller companies that are clearly benefiting from global megatrends
  • Want to invest sustainably in small-cap companies worldwide
  • Want a concentrated global portfolio of smaller companies with higher risk and potential than larger global companies

Documents

KIID
Öhman Global Småbolag A (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

33.3

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)

2.8

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)

11.3

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

3

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.

Other share class

Share classÖhman Global Småbolag BNav137.73 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

160.46 SEK

Updated

2024-12-19

Basic fund facts

Start date2019-12-10
Risk4/7
Bankgiro-
ISINSE0013041654
Ongoing costs1.5%
Transaction fee0.18%
Total cost1.74%
Benchmark index official name*MSCI AC Small Cap Total Return Net