ESG - Nordic - Long only - Sustainable
Fund Portrait
Norron Sustainable Equity is an actively managed sustainability fund with a long-term focus that invests in Nordic equities. The fund is managed by the fund management team under the direction of Joachim Sverre and Johan Svantesson, with support from Norron's sustainability team. The fund is classified as an Article 9 fund and focuses on investing in companies that contribute to achieving the "Agenda 2030" and aim to achieve the Sustainable Development Goals (SDGs). Therefore, the fund has set four overall investment objectives based on the Global Goals for Sustainable Development. The fund's investment objectives are climate & environment, healthy & prosperous societies, innovative and sustainable solutions as well as sustainable cities and infrastructure. Norron Sustainable Equity is an all-cap fund. This strategy is suitable for medium/long-term investors accepting volatility and looking for high alpha.
| INVESTMENT MANAGER | Norron Asset Management |
|---|---|
| LINKEDIN COMPANY PAGE | Norron Asset Management |
| FUND | Norron Sustainable Equity |
| TYPE STRUCTURE | SICAV UCITS IV |
| DOMICILE | Luxembourg |
| LAUNCH DATE | September 30, 2020 |
| DISTRIBUTOR SWITZERLAND | OpenFunds Investment Services AG (Switzerland) |
| AUDITOR | Deloitte Audit S.à r.l. |
| CUSTODIAN | Skandinaviska Enskilda Banken SA, Luxembourg |
| REGULATOR | Commission de Surveillance du Secteur Financier, Luxembourg (CSSF) |
| PAYING AGENT SWISS | Società Bancaria Ticinese SA (Switzerland) |
| GEOGRAPHY | Swedish equity market |
| STRATEGY | Swedish equity long only sustainable |
| SHARE CLASSES | Institutional |
| CURRENCY | SEK, EUR |
| INITIAL CHARGES | 0% |
| MINIMUM SUBSCRIPTION | EUR 100,000 |
| LIQUIDITY | Daily |
| MANAGEMENT FEE | 1.50% |
| PERFORMANCE FEE | 0% |
| FUND SIZE | EUR 46 m |
| ISIN | LU2436693597 |
| BLOOMBERG CODE | NSUSHRC:LX |
| SFDR CLASSIFICATION | Art. 9 |
Norron ESG strategy is based on the belief that sustainability is a shared responsibility for individuals and businesses. It is crucial for positive societal development. All businesses, including Norron, must integrate a sustainability strategy into their overall plans. Norron uses their sustainability policy as a framework for responsible investments. The company aims for financial success while contributing to social, environmental, and governance advancements. Norron's fund managers actively select sustainable investments, engage in dialogue, and advocate for improved practices in the companies they invest in.
Norron Select is an Art. 8 and Norron Sustainable Equity is an Article 9 fund in terms of the classifications created by the European Union's Sustainable Finance Disclosure Regulation (SFDR), i.e. a fund that has sustainable investment as its main objective. It aims to generate positive environmental or social impact alongside financial returns.
