Öhman Marknad Europa

No description

About the fund

Öhman Marknad Europa is an index-tracking equity fund with the goal of reflecting the performance of the developed European equity market 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 fund management 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 fund management 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 European equity portfolio
  • Want sustainability factors to clearly guide which companies are included and excluded

Documents

KIID
Öhman Marknad Europa (norwegian)
Historical performance scenarios
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

33

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)

1.8

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)

66.3

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

210

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

 

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

258.57 SEK

Updated

2024-11-20

Basic fund facts

Start date1999-10-20
Risk4/7
Bankgiro-
ISINSE0000577975
Ongoing costs0.65%
Transaction fee0.04%
Total cost0.73%
Benchmark index official name*MSCI Europe Total Return Net