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 120,1 MEUR
Fund unitholders 457
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) 4,9 %
Vestas Wind Systems (DK) 4,7 %
Siegfried Holding (CH) 4,4 %
Carl Zeiss (DE) 3,4 %
Coloplast (DK) 3,3 %

Top 5 Countries

Sweden 16 %
USA 15 %
Denmark 15 %
Germany 14 %
Switzerland 14 %

Return

1 month 5,0 %
3 months 7,8 %
6 months -7,7 %
YTD -6,1 %
1 year 1,0 %
3 years 19,8 %
5 years 44,0 %
10 years 183,4 %
since launch (14.9.1998) 413,1 %
since launch p.a. 7,8 %
Portfolio managers

Sector Division

Health Care 53 %
Industrials 22 %
Materials 10 %
Information Technology 9 %
Consumer Discretionary 4 %
Consumer Staples 2 %
Cash 0 %

Top 10 Holdings

Lonza Group (CH) 4,9 %
Vestas Wind Systems (DK) 4,7 %
Siegfried Holding (CH) 4,4 %
Carl Zeiss (DE) 3,4 %
Coloplast (DK) 3,3 %
ÅF Pöyry (SE) 3,2 %
Tomra Systems (NO) 3,1 %
Enea (SE) 3,0 %
Croda International (GB) 2,9 %
Stryker (US) 2,8 %

Country Division

Sweden 16 %
USA 15 %
Denmark 15 %
Germany 14 %
Switzerland 14 %
Norway 7 %
Finland 7 %
Great Britain 5 %
Spain 3 %
Belgium 2 %
Italy 2 %
Netherlands 0 %

Currency Exposure

EUR 28 %
SEK 16 %
USD 15 %
DKK 15 %
CHF 14 %
NOK 7 %
GBP 5 %
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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  • 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 5,0 %
3 months 7,8 %
6 months -7,7 %
YTD -6,1 %
1 year 1,0 %
3 years 19,8 %
5 years 44,0 %
10 years 183,4 %
since launch (14.9.1998) 413,1 %
since launch p.a. 7,8 %

Std Dev

3 years 21,0 %
Launch 24,1 %

Sharpe

3 years 0,38
Launch 0,40

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.7.2020

Our Funds