2000+

Introduction

2000+ is a theme fund with a global mandate whose drivers, identified already when the fund was launched in 1998, are highly topical still today. The fund invests in companies that benefit from:

  • the growing demand to protect the environment
  • needs stemming from demographic changes
  • prospects for growth of the technology sector

These companies have drivers such as global population growth, increasing disposable income, and rising life expectancies. The demand for food and energy is rising at the same time as a growing demand for more environmentally friendly and energy efficient solutions, trends that benefit the portfolio companies in the long term.

Fund facts

Fund size 113,2 Meur
Fund unitholders 447
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Lonza Group (CH) 3,9 %
Vestas Wind Systems (DK) 3,8 %
GN Store Nord (DK) 3,8 %
Carl Zeiss Meditec (DE) 3,6 %
Amadeus IT (ES) 3,1 %

Top 5 Countries

USA 19 %
Germany 19 %
Denmark 13 %
Sweden 13 %
Switzerland 9 %

Return

1 month 3,5 %
2019 11,6 %
3 months 3,0 %
6 months -7,6 %
1 year 4,3 %
3 years 34,1 %
5 years 57,8 %
10 years 316,8 %
since launch (14.9.1998) 354,9 %
since launch p.a. 7,8 %
Portfolio managers

Sector Division

Health Care 47 %
Industrials 23 %
Information Technology 13 %
Materials 12 %
Consumer Discretionary 5 %
Consumer Staples 1 %
Cash 0 %

Top 10 Holdings

Lonza Group (CH) 3,9 %
Vestas Wind Systems (DK) 3,8 %
GN Store Nord (DK) 3,8 %
Carl Zeiss Meditec (DE) 3,6 %
Amadeus IT (ES) 3,1 %
Elekta (SE) 3,0 %
Croda International (GB) 3,0 %
Xylem (US) 2,8 %
Stryker Corp. (US) 2,7 %
Zimmer Biomet (US) 2,6 %

Country Division

USA 19 %
Germany 19 %
Denmark 13 %
Sweden 13 %
Switzerland 9 %
Finland 7 %
Spain 6 %
Norway 5 %
Great Britain 4 %
Italy 3 %
Netherlands 1 %
France 1 %

Currency Exposure

EUR 35 %
USD 20 %
DKK 13 %
SEK 13 %
CHF 9 %
NOK 5 %
GBP 4 %
The past performance of the investment fund does not provide any guarantee of future results. Depending on market conditions, the fund unit value may rise or fall.

Risk Profile

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  • 4
  • 5
  • 6
  • 7
Less risk
More risk
A high number means that the fund has a higher risk and that the value of the fund can vary greatly. This means that both return and risk potential is greater.

Return

1 month 3,5 %
2019 11,6 %
3 months 3,0 %
6 months -7,6 %
1 year 4,3 %
3 years 34,1 %
5 years 57,8 %
10 years 316,8 %
since launch (14.9.1998) 354,9 %
since launch p.a. 7,8 %

Volatility p.a.

3 years 15,0 %
Launch 24,0 %

Sharpe

3 years 0,88
5 years 0,42

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
28.02.2019

Our Funds