Sustainable Europe

Introduction

Fondita Sustainable Europe is an equity fund that primarily invests in European quality companies that through their products or services:

  • Enable a future of reduced CO₂ emissions
  • Enable a future where natural resources are consumed more efficiently

The fight against climate change will play a central role in all types of companies over the next 20-30 years. We are convinced that the companies that are perceived to be part of this solution will do better in relative terms.
Fondita Sustainable Europe is an actively managed equity fund with approx. 30 holdings. The fund is intended for investors who believe sustainable companies are the winners in the future.

The fund's name and investment focus was changed on 19th of May 2019. Previously, the fund was named Fondita European Top Picks.

The fund´s investment decisions take the environmental and social impacts of companies and governance into account, as well as risks related to this.

Nordic Swan Ecolabel

nordicecolabel

 

Fund facts

Fund size 154,2 MEUR
Fund unitholders 451
ISIN (A) FI4000024484
ISIN (B) FI4000024492
Legal structure UCITS
Currency EUR
Management fee 2,00 % p.a.
Risk profile 6/7
SFDR Classification Article 9

Top 5 Holdings

Verbund (AT) 6,0 %
Örsted (DK) 5,3 %
Vestas Wind Systems (DK) 5,2 %
Verbio (DE) 4,2 %
Johnson Matthey (GB) 3,8 %

Top 5 Countries

Germany 12 %
Sweden 12 %
Norway 11 %
Denmark 11 %
Netherlands 9 %

Return

1 month 6,6 %
3 months 6,2 %
6 months 13,6 %
YTD 12,7 %
1 year 40,4 %
3 years 80,3 %
5 years 105,9 %
10 years 249,9 %
since launch (19.5.2011) 191,5 %
since launch p.a. 11,0 %

Sector Division

Industrials 47 %
Materials 20 %
Utilities 16 %
Information Technology 10 %
Energy 5 %
Consumer Discretionary 2 %
Cash 2 %

Top 10 Holdings

Verbund (AT) 6,0 %
Örsted (DK) 5,3 %
Vestas Wind Systems (DK) 5,2 %
Verbio (DE) 4,2 %
Johnson Matthey (GB) 3,8 %
Hexagon (SE) 3,7 %
Siemens Gamesa (ES) 3,7 %
Borregaard (NO) 3,7 %
Schneider (CH) 3,5 %
Scatec (NO) 3,3 %

Country Division

Germany 12 %
Sweden 12 %
Norway 11 %
Denmark 11 %
Netherlands 9 %
Great Britain 9 %
Belgium 7 %
Spain 7 %
France 6 %
Finland 6 %
Austria 6 %
Italy 3 %
Switzerland 1 %

Currency Exposure

EUR 56 %
SEK 12 %
NOK 11 %
DKK 11 %
GBP 9 %
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 6,6 %
3 months 6,2 %
6 months 13,6 %
YTD 12,7 %
1 year 40,4 %
3 years 80,3 %
5 years 105,9 %
since launch (19.5.2011) 191,5 %
since launch p.a. 11,0 %

Std Dev

3 years 22,9 %
Launch 17,1 %

Sharpe

3 years 1,00
Launch 0,70

Fees

TER 2,00 %
Subscription fee 0,00 %
Redemption fee 1,00 %
Total client relationship allow for changes in tariff rate.
31.08.2021

Our Funds