Öhman Marknad Global
About the fund
Öhman Marknad Global is an index-tracking equity fund with the goal of reflecting the performance of developed global equity 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 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 global equity portfolio
- Want sustainability factors to clearly guide which companies are favored or 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
19.6Carbon 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)
1.8The 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)
52.5The 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
493The 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 class | Nav | Nav date |
---|---|---|
Share classÖhman Marknad Global B | Nav227.79 SEK | Nav date2024-11-20 |
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.
NAV
282.09 SEKUpdated
2024-11-20Basic fund facts
Start date | 2017-10-11 |
Risk | 4/7 |
Bankgiro | - |
ISIN | SE0010049197 |
Ongoing costs | 0.4% |
Transaction fee | 0.02% |
Total cost | 0.44% |
Benchmark index official name* | MSCI World Total Return Net |
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.
NAV
282.09 SEKUpdated
2024-11-20Basic fund facts
Start date | 2017-10-11 |
Risk | 4/7 |
Bankgiro | - |
ISIN | SE0010049197 |
Ongoing costs | 0.4% |
Transaction fee | 0.02% |
Total cost | 0.44% |
Benchmark index official name* | MSCI World Total Return Net |