Öhman Småbolagsfond

No description

About the fund

Öhman Småbolagsfond is an actively managed equity fund that aims to achieve the highest possible capital growth among small and medium-sized Swedish companies. The fund’s objective is to outperform its benchmark index over time. Companies are eligible for investment if their market capitalization does not exceed one percent of the total market value of the Swedish stock exchange at the time of investment. The fund can also invest in other Nordic markets, but up to a maximum of 10% of its capital.

The fund is style-neutral, aiming to combine investments in companies with stable cash flows with those that have higher growth rates than the market average. A key factor in the investment process is the companies’ ability to sustain long-term growth while maintaining effective cost control.

The fund is suitable for those who:

  • Want to invest in small and medium-sized Swedish companies
  • Want a mix of investments in companies with stable cash flows and those with above-average growth potential
Prospectus (PDF)

Documents

KIID
Öhman Småbolagsfond
Prospectus with fund regulations
informationsbroschyr-öhman-småbolagsfond-en
Full and half-year reports
Annual report 2023Semi-annual report 2024
Sustainability-related information
Summary Öhman Småbolagsfond
Sustainability-related pre-purchase information and annual reports
Pre-contractual disclosure
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

13

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)

2.4

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)

41.8

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

9

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 Småbolagsfond BNav4752.78 SEK Nav date2024-12-19
Share classÖhman Småbolagsfond CNav1734.48 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

6822.52 SEK

Updated

2024-12-19

Basic fund facts

Start date1991-09-20
Risk5/7
Bankgiro-
ISINSE0000432775
Ongoing costs1.5%
Transaction fee0.1%
Total cost1.64%
Benchmark index official name*Carnegie Small Cap Total Return Net