Mgmt. fee
1.50%
Annual cost impact
1.59%
Risk
Morningstar Rating
Morningstar Rating är 4 av 5 stjärnor
Fund facts
Fund type
Equity fund
Fund assets
6,160 MSEK
ISIN
SE0006963534
Start date
14/04/2015
UCITS
Nej
Asset managers
Sebastian Hallenius, Erik Gerestrand
Break time
kl 06.00, samma bankdag
Benchmark index
NAV
283.76
Base currency
SEK
Date
06/08/2026
Purchase fee
0.00%
Sales tax
0.00%
Fees
Annual cost impact
1.59%
Mgmt. fee
1.50%
Fees and charges
1.58%
Transaction costs
0.01%
Other fees
-
Risk
Risk
Sharpe Ratio 3y
0.90
Standard deviation 3y
11.21%
Standard deviation 5y
12.07%
Tracking error 3y
3.40%
Sustainability
Sustainability as a goal
-
Promoting sustainability
Ja
Carbon footprint
58.50
Carbon footprint category
62.90
Share of fund with climate targets
-
Exclusions
The fund uses exclusion criteria for direct investments, which means that the fund does not invest directly in controversial weapons. Nor in companies with more than 5% of their revenues from tobacco production, fossil fuel exploration and extraction, coal burning or gambling. It also excludes companies that violate international conventions and do not demonstrate a willingness to change. However, as the fund invests in other funds, there may be indirect holdings in companies involved in these activities.
Sebastian Hallenius
Förvaltare
Anställd sedan: 2017-08-14 Utbildning: M.Sc Industriell Ekonomi, KTH I branschen sedan: 2010
Erik Gerestrand
Anställd sedan: 2014-09-15 Utbildning: M.Sc. Economics and Computer Science I branschen sedan: 2004
Länsförsäkringar Fondförvaltning AB (publ)
Organisationsnummer: 556364-2783
Styrelsens säte: Stockholm