
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)
This is marketing material by Alfred Berg Kapitalforvaltning AB / Alfred Berg Kapitalforvaltning AS. Past performance is no guarantee of future results. Performances are calculated net of fees. Investments in the aforementioned fund are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment. Source: Alfred Berg Kapitalforvaltning AB / Alfred Berg Kapitalforvaltning AS / BNP Paribas Asset Management.
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Dag MESSELT
Nordic Head of Investment Specialists and International Business Development
Investments in funds are always related to risk. Past performance is no guarantee of future results. Performances are calculated net of fees. Investments in funds are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment.