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 132,3 Meur
Fund unitholders 458
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) 4,2 %
Vestas Wind Systems (DK) 3,6 %
GN Store Nord (DK) 3,1 %
Elekta (SE) 3,1 %
ÅF Pöyry (SE) 3,0 %

Top 5 Countries

USA 16 %
Germany 15 %
Sweden 14 %
Denmark 14 %
Switzerland 12 %

Return

1 month -7,3 %
3 months -2,7 %
6 months 4,7 %
YTD -5,7 %
1 year 10,0 %
3 years 25,7 %
5 years 47,2 %
10 years 202,2 %
since launch (14.9.1998) 415,1 %
since launch p.a. 7,9 %
Portfolio managers

Sector Division

Health Care 49 %
Industrials 22 %
Information Technology 11 %
Materials 11 %
Consumer Discretionary 5 %
Consumer Staples 2 %
Cash 0 %

Top 10 Holdings

Lonza Group (CH) 4,2 %
Vestas Wind Systems (DK) 3,6 %
GN Store Nord (DK) 3,1 %
Elekta (SE) 3,1 %
ÅF Pöyry (SE) 3,0 %
Siegfried Holding (CH) 3,0 %
Coloplast (DK) 2,9 %
Construcciones (ES) 2,7 %
Carl Zeiss (DE) 2,7 %
Stryker Corp (US) 2,6 %

Country Division

USA 16 %
Germany 15 %
Sweden 14 %
Denmark 14 %
Switzerland 12 %
Norway 8 %
Finland 7 %
Spain 5 %
Great Britain 4 %
Italy 2 %
Belgium 2 %
Netherlands 1 %

Currency Exposure

EUR 33 %
USD 16 %
SEK 14 %
DKK 14 %
CHF 12 %
NOK 8 %
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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  • 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 -7,3 %
3 months -2,7 %
6 months 4,7 %
YTD -5,7 %
1 year 10,0 %
3 years 25,7 %
5 years 47,2 %
10 years 202,2 %
since launch (14.9.1998) 415,1 %
since launch p.a. 7,9 %

Std Dev

3 years 15,3 %
Launch 23,7 %

Sharpe

3 years 0,69
Launch 0,39

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
29.02.2020

Our Funds