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

31.07.2022

Fund size (M€)
136
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
6,7 %
Vestas Wind Systems
6,0 %
Schneider Electric
3,9 %
Tomra Systems
3,7 %
Vaisala
3,6 %
Denmark
22 %
Sweden
14 %
Norway
12 %
Finland
9 %
Germany
9 %
Return
1 month
14,4 %
3 months
-2,8 %
6 months
-1,3 %
YTD
-13,3 %
1 year
-11,9 %
3 years
49,8 %
5 years
53,3 %
since launch (19.5.2011)
141,1 %
since launch p.a.
8,2 %
Sector division
Industrials
50 %
Materials
24 %
Utilities
12 %
Information Technology
9 %
Energy
2 %
Cash
3 %
Top 10 holdings
Örsted
6,7 %
Vestas Wind Systems
6,0 %
Schneider Electric
3,9 %
Tomra Systems
3,7 %
Vaisala
3,6 %
Novozymes
3,6 %
Hexagon
3,6 %
Rockwool
3,5 %
Johnson Matthey
3,5 %
Scatec
3,4 %
Country division
Denmark
22 %
Sweden
14 %
Norway
12 %
Finland
9 %
Germany
9 %
Belgium
7 %
Great Britain
7 %
France
6 %
Netherlands
5 %
Spain
4 %
Italy
3 %
Currency exposure
EUR
43 %
DKK
22 %
SEK
14 %
NOK
12 %
GBP
7 %
Fees
TER
2,00 %
Subscription fee
0,00 %
Redemption fee
1,00 %

Total client relationship allow for changes in tariff rate.

Documents

FUND INFORMATION
KIID
Holdings
Fund rules
KIID I
Holdings
KIID NO
Prospectus
REPORTS
Monthly report
Annual report
SUSTAINABILITY DOCUMENTS
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.

Latest news
Consume and invest responsibly!

In recent days, the media has been flooded with Black Friday campaigns. Ironically, the marketing campaigns for the annual shopping spree started ... Read more

A company with high organic growth

Picture: Alfen One of the fund’s holdings that has made a strong positive contribution to the fund’s return is Alfen. Alfen is a ... Read more

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