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The fund invests primarily in companies in the Swedish equity market. The fund’s investments concentrate holdings to a limited number of companies and normally invest in 16-35 companies. Investments focus on companies that have historically demonstrated stable profit growth, strong balance sheets, sound business operations and dividend growth. This fund is managed based on the Management Company’s Sustainability Strategy. The fund is an actively-managed fund. Actively-managed refers to a fund in which the fund manager takes active, independent investment decisions with the objective of exceeding the returns of the benchmark index over the long term. The fund’s benchmark index is SIX SRI Sweden Index GI. The benchmark index is relevant as it reflects the fund’s investment universe as described in the fund’s investment focus.
Name | Title | Since | Until |
---|---|---|---|
Ulrika Orstadius | - | 2022 | Now |
Yvonne Sörberg | - | 2022 | 2022 |
Jens Melander | - | 2020 | 2022 |
Yvonne Sörberg | - | 2019 | 2020 |
Jonathan Schönbäck | - | 2014 | 2019 |
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