Fondita Healthcare – first healthcare fund in Finland with the highest SFDR sustainability classification, Article 9

Fondita’s global actively managed healthcare fund, Fondita Healthcare, is classified as an Article 9 fund (previously Article 8) as of 1.11.2023. According to the EU Sustainable Finance Disclosure Regulation (SFDR), Article 9 funds have the primary objective of investing sustainably from both an environmental and social responsibility perspective.

For Fondita Healthcare, the main objective is to invest in companies that improve health and well-being and promote equality both in terms of access to healthcare as well as operationally in the companies’ activities. The Fund’s holdings are aligned with the UN Sustainable Development Goals (SDGs), and the primary goals supported are improving health and well-being (SDG 3) and gender equality (SDG 5).

The fund invests in companies that support current and unmet medical needs and provide access to medicine and medical care. This is achieved by investing in companies active in innovation, production and distribution of medicines and healthcare equipment, tools and supplies, as well as diagnostics and healthcare services.

Operationally, the companies are to act in a socially and environmentally responsible way. The holdings are to focus on social sustainability aspects such as improved diversity, inclusion and equality and have environmental goals, such as CO2 neutrality, which are in line with Fondita’s commitment to the Net Zero Asset Manager initiative.

Healthcare is an incredibly interesting, structurally growing sector and one of the three megatrends that Fondita’s thematic funds invest in.

Demographic changes with an ageing population, as well as increased welfare, translate into growing demand for healthcare. Innovation and technological advances improve care and deliver new products to fulfil current and unmet demand fueling the sector’s growth.

Portfolio Managers Janna Haahtela and Markus Larsson

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