Nordic Sustainable Equity

Nordic Long/Short Equity

Nordic Sustainable Equity is an actively managed Nordic equity fund with sustainable investment as its objective. The fund seeks to combine financial returns with social and environmental responsibility. It invests in large, mid-sized and small companies, creating a broad and diversified portfolio. The fund focuses on companies with strong corporate governance, sound business models and innovative approaches that support their long-term prospects.

Nordic Sustainable Equity is a dark green fund under Article 9 of the EU Sustainable Finance Disclosure Regulation (SFDR). This means that the Sub-Fund has sustainable investment as its objective. All of the Sub-Fund’s investments in equities will be sustainable investments, and at least 90% of the Sub-Fund’s assets will be invested in sustainable investments. The objective of the sustainable investments is to contribute to the achievement of the 17 Sustainable Development Goals and the 2030 Agenda.

Fund facts

• Fondens startdatum2011-02-01
• Fast förvaltningsavgift1,50 %

Risk information

• Risk level
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• RiskkategoriMedium (4)
• Totalrisk (3 år)14,7 %
• Sharpe Ratio (3 år)0,35

Documents