Småbolag Select – Special fund
Småbolag Select – Special fund
A fund with more scope to generate returns.
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
Basic fund facts
| Start date | 10/31/2000 |
| ISIN | SE0000917205 |
| Open for trade | Monthly |
| Ongoing costs | 0.9% |
| Risk | 5/7 |
Ongoing costs consist of management fees and other administrative or operating costs (an estimate based on actual costs over the past year) and transaction costs (an estimate of costs incurred when a fund buys and sells securities).
Overview
Lannebo Småbolag Select is an actively managed equity fund that invests in small and medium-sized companies in the Nordic region with an emphasis on Sweden. The criterion for a company’s size is its market capitalization, which at the time of investment may amount to a maximum of one percent of the Swedish stock market’s total market capitalization.
The fund is suitable for those who:
Have an investment horizon of at least five years.
Believe in small and medium-sized companies in the Swedish and other Nordic stock markets.
Believe in active management and investments based on a clear understanding of each individual company.
Other
In addition to a fixed management fee, Lannebo Småbolag Select charges a performance fee, calculated individually for each unit holder, payable if the fund’s performance exceeds the fund’s hurdle rate. The fund’s hurdle rate is the 30-day STIBOR plus 5 percentage points.
Fund managers
Sustainability
The fund is classified as an Article 8 product under SFDR (Sustainable Finance Disclosure Regulation). By recognizing the long-term significance of sustainability as a driver of change in markets, countries, and companies, the portfolio managers evaluate investments based on their environmental impact, social responsibility, and governance practices.
The fund’s responsible investment strategies are:
- integrating environmental, social and governance factors into our investment processes, including both sustainability risks and principal adverse impacts, a concept commonly referred to as “double materiality”.
- acting as a responsible owner, engage with our investee companies to ensure their alignment with our expectations regarding sustainable business practices and adherence to international norms.
- excluding companies that are engaged in sectors and activities that we deem to cause significant adverse effects on society, where an investment would be associated with substantial negative environmental or social consequences or associated with an undesirable sustainability risk.
Explore further details regarding Lannebo’s sustainability initiatives here and learn more about the fund’s exclusion criteria in greater detail here.
Sustainability-related information
Below you will find sustainability-related information for the fund. For general information about Lannebo’s sustainability work linked to the funds and discretionary assignments, please visit sustainability-related information.
