Storebrand Global Solutions A (DKK)
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Investment Objective
Storebrand Global Solutions er en fossilfri aktiefond, som har til formål at opnå et langsigtet merafkast ved at investere i globale aktiemarkeder, herunder vækstmarkeder. Fonden investerer i bæredygtige selskaber, som vi mener er godt positioneret til at løse udfordringerne adresseret i FN’s 17 verdensmål. Fonden er underlagt tillægskriterier udover Storebrands standard, hvilket indebærer, at fonden afstår fra at investere i selskaber, som har mere end 5 procent af sin omsætning fra: fossile brændsler (hele værdikæden), våben/krigsmateriel, tobak, alkohol, gambling eller pornografi. Derivater kan benyttes for at opnå en mere rimelig eller effektiv forvaltning.
Fund Facts
Established: 26.02.2019
AUM: NOK 10718650825.58 (30.06.2024)
Benchmark: MSCI All Countries
(Ticker: M1WD Index)
Sustainability Criteria
- Follows the Storebrand Exclusion policy
- Follows the NBIM exclusion list
- Excludes gambling
- Excludes alcohol
- Excludes weapons
- Excludes pornography
- Solution company exposure
- Fossil-free
- Optimized for high sustainability scores
- Optimized for low carbon intensity
- Excludes government bonds in violation of international norms
- Meets criteria for green bonds
Sustainability Score
Fond
Indeks
Storebrand's sustainability score measures both risk and opportunities related to sustainability. The score ranges from 1–10, where 10 is the most sustainable, and is based on an assessment of the holdings in the fund.
Carbon footprint
Fund
Index
A carbon footprint means that a portfolio has low exposure to carbon-intensive companies. It measures the portfolio companies' carbon dioxide emissions (or equivalent) in relation to sales revenues. Providing this visibility is part of Storebrand's obligations to Montréal Carbon Pledge and Portfolio Decarbonization Coalition (PDC).
Portfolio Manager
We manage a comprehensive selection of actively managed, factor and index-linked mutual funds. Our portfolio managers have long and varied experience, and work in teams to utilise their expertise across the investment strategies.
Portfolio Manager
MANAGED THE FUND SINCE 01.06.2015
Fund Performance
| Period | Storebrand Global Solutions A (DKK) | Benchmark |
|---|---|---|
| YTD | 4.74 % | 12.74 % |
| 12 months | 7.50 % | 17.52 % |
| 3 years * | 2.09 % | 7.79 % |
| 5 years * | 9.51 % | 10.94 % |
| Since start (26.02.2019) * | 10.91 % | - |
| Benchmark since start (26.02.2019) * | - | 11.31 % |
Last updated: 25.07.2024
*Average annual return
**Average annual return from the period where fund and benchmark has the same start date. The yield from the fund might have a longer history than the benchmark.
Portfolio
Holdings
- Palo Alto Networks Inc: 4.39 %
- Crowdstrike Holdings Inc: 4.23 %
- American Tower Corp: 4.12 %
- Visa Inc: 3.92 %
- Autodesk Inc: 3.3 %
- Cadence Design Systems Inc: 3.15 %
- Bharti Airtel Ltd: 2.23 %
- BYD Co Ltd: 2.18 %
- Valmont Industries Inc: 2.16 %
- Unilever Plc: 2.1 %
Last updated: 30.06.2024
Sector Allocation
- Information Technology 29.3 %
- Industrials 27.16 %
- Financials 8.03 %
- Materials 7.69 %
- Health Care 7.42 %
- Communication Services 5.75 %
- Consumer Discretionary 5.63 %
- Real Estate 4.12 %
- Utilities 2.39 %
- Consumer Staples 2.1 %
- Cash 0.4 %
- Unclassified 0 %
Last updated: 30.06.2024
Country Allocation
- USA: 58.81 %
- CHN: 4.22 %
- JPN: 4 %
- GBR: 3.27 %
- DNK: 2.75 %
- ZAF: 2.66 %
- CHE: 2.43 %
- IND: 2.23 %
- ITA: 2.05 %
- BRA: 2.03 %
Last updated: 30.06.2024
Countries shown at 0% make up less than 0.05% of the fund.