Espiria SDG Solutions

NAV

227.14 SEK

1 day

-0.53%

YTD

+11.96%

NAV date

2024-12-20

Sustainability

SFDR Article 9

NAV

228.12 SEK

1 day

-0.52%

YTD

+12.02%

NAV date

2024-12-20

Sustainability

SFDR Article 9

An equity fund investing in companies that drive positive change

An actively managed global equity fund that invests in companies whose products and services contribute to achieving the UN Sustainable Development Goals (SDGs).

The investment strategy is grounded in understanding the world's most pressing social and environmental challenges, as guided by the UN SDGs. We believe that businesses can secure long-term resilience by aligning their strategies with the pursuit of positive social and environmental outcomes. Those who excel in this alignment often find themselves at the forefront of innovation and competitiveness.

Investment themes

Our investments range from consumer products to renewable energy, and from agriculture to new technologies.

Transition to a circular economy by reducing pollution, minimizing waste generation, and promoting the principles of reuse, repair, and recycling. Investments under this theme aim to optimize resource utilization, protect natural resources, and create more sustainable economic model.

The theme focuses on the global food gap and the multiple paths that can help to close it: essential nutrition, farming productivity, and minimizing eco-impact along the food value chain, from field to table.

Enhance connectivity among physical and digital assets, and promote the development of resilient and sustainable infrastructure. This involves investing in sustainable transportation, upgraded industrial process and smart city solutions, among others.

Enable and accelerate energy transition by investing in both sides of energy supply and demand. This includes mainly renewable energy technologies and solutions that enhances energy efficiency.

Address physical, mental, and social well-being through a range of solutions that encompass disease prevention, treatment, access to healthcare resources, and equal opportunities for all.

Documents

Investor Memo

Espiria SDG Solutions Investor Memo Issue 1: The Offshore Wind Gale

Sustainability

Invests in 40-50 companies, focusing on quality and portfolio balance

Our investments range from consumer products and agriculture to renewable energy and new technologies. Their contribution to sustainability goals and financial return potential are assessed using our proprietary analytical tools.

Three examples of portfolio companies:

Deere & Co with technologically advanced agricultural machinery to combat the food gap
Novo Nordisk a world leader in diabetes and obesity care
Microsoft that reduces emissions from data centres by up to 90% through innovative cloud computing solutions.

Investment philosophy and active management

Fund highlights

Capitalize on global equities for targeted social and environmental impact
Long-term visibility across five themes
Focused investment process for financial return alongside tangible sustainability outcomes

Who should invest?

Investors seeking global exposure in solution companies that address SDG targets, both social and environmental
Investors who expect rigor and transparency in how and how much their investments contribute to specific SDG targets

Geographical split

Sectors

Largest holdings

Fund information

Fund

Espiria SDG Solutions A

Share class

A SEK

ISIN

LU1120868549

Inception date

2014-12-19

Domicile

Luxembourg

Morningstar Rating™ (3 years)

Yearly fee

1.80%

- of which management fee

1.40%

Fund

Espiria SDG Solutions C

Share class

C SEK

ISIN

LU0674581847

Inception date

2011-09-06

Domicile

Luxembourg

Morningstar Rating™ (3 years)

Yearly fee

1.77%

- of which management fee

1.40%

Risk indicator

The fund has risk class 4 out of 7, which means that it can decrease/increase sharply in value. The risk indicator assumes you keep the product for 5 years.