Invest responsibly and sustainably with us!

We combine our investment philosophy with responsible management to offer funds that perform well now and over time.

< Responsible Investments

Carbon-neutral funds

In 2022, we will set an interim target for 2030 and establish our strategy for net-zero greenhouse gas emissions for all funds by 2050. To increase transparency and credibility, we will report annually on progress towards the target as part of our PRI reporting and in our Annual Report for Responsible Investments.

Our funds already have a carbon footprint far below that of the underlying market. This is partly due to our investment philosophy, which excludes fossil-fuel producers and avoids capital-intensive sectors, instead preferring companies with environmentally- and climate-smart solutions. Other megatrends that play a major role in our funds are health and well-being, as well as digitalization and technological development.

The economic, social and environmental consequences of climate change are increasing all the time. Science-based evidence suggests that simply slowing down current developments will not be enough. To actually reverse the trend requires significant political will and change, especially with regards to the more efficient use of natural resources. Our asset managers are responsible for the management of large investment assets. Their actions will thus be crucial in the global fight to reach the target of net-zero emissions by 2050 or earlier.

At Fondita, we want to play our part in the change. Although net-zero emissions for all investment assets is a goal that requires dedication, we believe that the will to stop climate change is so strong for the companies we own that the goal can be achieved together. By joining this investor initiative, we believe that together with others in the asset-management industry we can contribute to achieving net-zero emissions. In our impact discussions for 2022, one of our main themes is to clarify the company’s strategy for net-zero emissions and specify the strategic steps to take in achieving the goal.

The Net Zero Asset Managers initiative was launched in December 2020. The initiative aims to encourage asset managers to set a net-zero emissions target by 2050 and invest accordingly to achieve the Paris Climate Agreement’s target of a maximum temperature increase of 1.5 °C. By the end of 2021, a total of 220 asset managers with USD 57 trillion in assets under management had committed to the initiative, which was founded by six organizations involved in responsible investment: Asia Investor Group on Climate Change (AIGCC), CDP, Ceres, Investor Group on Climate Change (IGCC), Institutional Investors Group on Climate Change (IIGCC) and Principles for Responsible Investment (PRI).

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Environmental certificates

Environmental certificates given to our funds
Environmental certificates for investment funds provide investors with assurances that certain criteria are being met regarding how environmental factors are integrated into a fund’s investment process and holdings. In 2020 we decided that funds with a clear environmental focus could be eligible for the certificates we had identified as the most relevant for us, namely the Nordic Swan Ecolabel and the Austrian Ecolabel. The Nordic Swan certificate is the most well-known and credible certificate within the Nordics, whereas the Austrian Ecolabel is widely recognized in continental Europe. Fondita Sustainable Europe was awarded both certificates in the latter part of 2020, and Fondita 2000+ was awarded the Austrian Ecolabel during the same period.

At Fondita, we are proud to have these certificates and somewhat surprised that other funds claiming to have an environmental focus have not applied for them. These certificates are an effective tool to eliminate greenwashing within the fund industry. They mean that the investor can rest assured that the fund is doing precisely what it claims to do from a sustainability perspective. This is ensured through the audit by the issuer of the certificate and the complete transparency that is required.

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