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 130,6 Meur
Fund unitholders 456
ISIN (A) FI0008802889
ISIN (B) FI0008802897
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 5/7

Top 5 Holdings

Elekta (SE) 4,1 %
Lonza Group (CH) 4,1 %
Carl Zeiss Meditec (DE) 4,0 %
Vestas Wind Systems (DK) 3,5 %
Coloplast (DK) 3,3 %

Top 5 Countries

USA 18 %
Germany 16 %
Denmark 14 %
Sweden 13 %
Switzerland 11 %

Return

1 month 2,3 %
3 months 1,1 %
6 months 3,9 %
YTD 20,0 %
1 year -0,6 %
3 years 28,9 %
5 years 71,7 %
10 years 210,2 %
since launch (14.9.1998) 403,5 %
since launch p.a. 8,0 %
Portfolio managers

Sector Division

Health Care 51 %
Industrials 21 %
Materials 11 %
Information Technology 11 %
Consumer Discretionary 4 %
Consumer Staples 2 %
Cash 0 %

Top 10 Holdings

Elekta (SE) 4,1 %
Lonza Group (CH) 4,1 %
Carl Zeiss Meditec (DE) 4,0 %
Vestas Wind Systems (DK) 3,5 %
Coloplast (DK) 3,3 %
GN Store Nord (DK) 3,2 %
Stryker (US) 3,0 %
Amadeus IT (ES) 2,8 %
Dermapharm (DE) 2,7 %
ÅF Pöyry (SE) 2,7 %

Country Division

USA 18 %
Germany 16 %
Denmark 14 %
Sweden 13 %
Switzerland 11 %
Finland 6 %
Norway 6 %
Spain 6 %
Great Britain 4 %
Italy 2 %
Belgium 2 %
Netherlands 2 %

Currency Exposure

EUR 34 %
USD 18 %
SEK 13 %
DKK 14 %
CHF 11 %
NOK 6 %
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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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 2,3 %
3 months 1,1 %
6 months 3,9 %
YTD 20,0 %
1 year -0,6 %
3 years 28,9 %
5 years 71,7 %
10 years 210,2 %
since launch (14.9.1998) 403,5 %
since launch p.a. 8,0 %

Std Dev

3 years 14,3 %
Launch 23,8 %

Sharpe

3 years 0,60
5 years 0,60

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
30.09.2019

Our Funds