Mgmt. fee
1.50%
Annual cost impact
1.58%
Risk
Morningstar Rating
Morningstar Rating är 4 av 5 stjärnor
Fund facts
Fund type
Equity fund
Fund assets
5,518 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
266.42
Base currency
SEK
Date
18/05/2026
Purchase fee
0.00%
Sales tax
0.00%
Fees
Annual cost impact
1.58%
Mgmt. fee
1.50%
Fees and charges
1.58%
Transaction costs
0.00%
Other fees
-
Risk
Risk
Sharpe Ratio 3y
0.86
Standard deviation 3y
11.08%
Standard deviation 5y
11.94%
Tracking error 3y
3.39%
Sustainability
Sustainability as a goal
-
Promoting sustainability
Ja
Carbon footprint
57.17
Carbon footprint category
44.43
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