Alfred Berg Hållbar Tillväxt Sverige – Sustainable Swedish Environmental Equities

HIGHLIGHTS

Sweden – Diversification – SEK Exposure**

STRATEGY

The fund is an equity fund investing in the Swedish stock market. Stock selection is based on long-term fundamental analysis, where company analysis also includes sustainability. The fund invests in the long term, mainly in companies with historically good profitability and growth. The stock option for the fund is based on a combined analysis of the company’s financial position and the company’s ability to handle risks and opportunities in terms of environment, social affairs and business ethics, a so-called environmental, social and governance (ESG)

KEY DATA

ISIN:
SE0007704804

Inception date:
10/02/2016

Assets under management:
~20m€ per 18/1/2018

Portfolio Manager:
Peter Van Berlekom, since 14/09/2015

Risk profile:
6 of 7, where 1 is lower expected risk and expected return and 7 is higher expected risk and higher expected returns

Minimum investment:
1 SEK

Management fee:
1,75%

Entry/Exit fee:
No entry or exit fee

** Foreign exchange risk (up to 100% of the fund’s net asset)