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The fund is actively managed, which means that the portfolio manager takes active, independent investment decisions. The long term objective of the fund is to exceed the returns of the underlying market, defined as the benchmark index. Fund returns are determined by how the fund's investments in equities increase or decrease in value. The fund invests in equities and equity-related instruments issued by companies headquartered in Sweden, Norway, Denmark, Finland and Iceland, or that are traded on a regulated market in the Nordics and thereby has a currency exposure in these markets. International norms and guidelines for the environment, social responsibility and corporate governance are taken into consideration within the scope of the fund’s investment focus. The fund applies an exclusion strategy for companies operating within the fossil fuels, military equipment, tobacco, cannabis, alcohol, commercial gambling and pornography segments/sectors.
Name | Title | Since | Until |
---|---|---|---|
Per Andersson | - | 2020 | Now |
Cecilia Auvray | - | 2008 | 2020 |
Tore Marken | - | 2006 | 2008 |
Cecilia Liljegren | Portfolio Manager | 2005 | 2006 |
Biography | 1990-1992 Handelsbanken Paris office, analyst Corporate Finance (Nordic-French and French-Nordic mergers); 1992-1997 Handelsbanken Paris office, Stock analyst French corporations; 1997-1999 Handelsbanken Paris & Stockholm offices, Stock broker French stocks for Nordic institutional clients; from 1999 onwards: part of the management group of European stock portfolios, responsible for Euro Active and SPP EMU Aktiefond. | ||
Peter Schols | - | 1989 | 2005 |
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