Fondita Sustainable Europe

Morningstar Rating™

Invest in climate-smart and environmentally conscious companies

Fund

Fondita Sustainable Europe is an equity fund that invests in European companies with climate-smart and eco-friendly products or services.

Sustainability theme

Do you want to invest in companies that through their operations contribute to sustainable development?

In the coming decades, we need to continue fighting climate change and strive to preserve our natural resources. Companies that are seen as a part of the solution will find demand for their products or services. This fund focuses on climate-smart and eco-friendly companies!

Environmental certificate

The fund has two environmental certificates, Nordic Swan and Austrian Ecolabel.

Fondita Sustainable Europe received its Swan certification on 8/10/2020 and its Austrian Ecolabel certification on 12/10/2020. The environmental certificate guarantees that the fund has integrated several key sustainability factors into its investment process. Moreover, the fund is transparent and clear when it comes to sustainability data reporting.

These certificates are an assurance of quality for our work within sustainability. From the client’s perspective, certifications can be considered as a strong guarantee that the fund invests in sustainable companies. 

Sustainability
Read more about the fund’s sustainability principles:
Fund facts

30.4.2022

Fund size (M€)
127,6
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 holdings
Örsted
5,7 %
Vestas Wind Systems
5,2 %
Rockwool
4,2 %
Recticel
4,1 %
Johnson Matthey
3,9 %
Denmark
19 %
Sweden
10 %
Great Britain
10 %
Germany
10 %
Finland
9 %
Return
1 month
-2,9 %
3 months
1,6 %
6 months
-14,1 %
YTD
-10,8 %
1 year
-8,7 %
3 years
56,6 %
5 years
55,7 %
since launch (19.5.2011)
148,1 %
since launch p.a.
8,7 %
Sector division
Industrials
49 %
Materials
25 %
Information Technology
13 %
Utilities
11 %
Energy
1 %
Cash
2 %
Top 10 holdings
Örsted
5,7 %
Vestas Wind Systems
5,2 %
Rockwool
4,2 %
Recticel
4,1 %
Johnson Matthey
3,9 %
Schneider Electric
3,8 %
Hexagon
3,8 %
Vaisala
3,7 %
Borregaard
3,6 %
Befesa
3,6 %
Country division
Denmark
19 %
Sweden
10 %
Great Britain
10 %
Germany
10 %
Finland
9 %
Belgium
9 %
Netherlands
9 %
Norway
8 %
France
6 %
Spain
4 %
Switzerland
3 %
Italy
3 %
Currency exposure
EUR
49 %
DKK
19 %
SEK
10 %
GBP
10 %
NOK
8 %
CHF
3 %
Documents

FUND INFORMATION
KIID
Holdings
Fund rules
Prospectus

REPORTS
Monthly report
Annual report

SUSTAINABILITY DOCUMENTS
ESG Report
Responsible Investment Policy
Exclusion list
Holdings

This is marketing communication. The past performance of the investment fund does not provide any guarantee of future results. Read the fund prospectus and KIID before making any investment decisions. The fund prospectus and KIID are available on English, Finnish and Swedish at our website.

Senaste uppdateringar
Web design: Wikström Media
Fondita online Fondita
online