Storebrand Global Solution

The global fund with focus on profitable solutions

"Our team searches for what we classify as the most sustainable companies - those that have smart solutions to contribute to the UN's global sustainability goals. In these companies, we see increased demand and profitability. The fact that we also get a positive boost from focusing on solutions every day doesn't make the job more boring," says Philip Ripman, manager of the Storebrand Global Solutions fund.

By Storebrand

ARTICLE · PUBLISHED

Investments involve risk.

Storebrand Global Solutions is a fossil-free global equity fund that invests in companies assessed to have solutions to achieve the UN's global sustainability goals. These are categorized in four themes.

Renewable energy: Companies that offer solutions related to climate change through their products and services, such as solar energy, wind power, and infrastructure for these.

Sustainable cities: Companies that are central to building and maintaining sustainable cities

Circular economy: Companies that offer solutions through products and services that create healthier consumption patterns and focus on the circular economy

Equal rights: Companies that enable and ensure inclusion, whether it is digital, financial or health-related.

"We do not believe that exclusions alone are enough to meet the world's sustainability challenges. We also do not believe that dialogue alone solves the problems. To move forward faster, investments are needed in companies that have solutions as their business idea. Ideas that will hold up even in 5-10 years", says Philip Ripman, portfolio manager Storebrand Global Solutions.

The fund's investment process has screened a global portfolio of around 65 companies. Large companies make up over half of the holdings, medium-sized companies a third, and the rest are small companies. The deviation from a global index and the global mixed company fund category is significant. The majority of the holdings are so-called growth companies. Growth companies generally have a higher debt ratio that can be favorable in the long run but can be negatively impacted by rising interest rates. Nevertheless, Philip Ripman doesn't see rising interest rates affecting the fund's holdings significantly.

"Despite a tumultuous year with inflation concerns, interest rate hikes, and unstable supply chains, the fund has performed relatively well. An important explanation is the subsidy packages announced both from a European and American perspective. That being said, we closely follow our companies and their financial situation. There are always segments and companies where the valuation temporarily skyrockets or drops, but we have the advantage of having a global mandate where we believe we can always find new opportunities. We seek solutions that can complement a broad global fund in the fund portfolio", concludes Philip Ripman.

The fund is available on Islandsbanki.

The portfolio manager Philip Ripman has:

always enjoyed finding the intersection between sustainability, politics, and finance. "Where do they intersect, and what does it mean for our investments?" is the question he works on every day.
been employed at Storebrand Asset Management since 2006 and has been the manager of Storebrand Global Solutions since 2015.
a Master's degree in Chinese studies and a Master's degree in Political Science.

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This is a marketing communication, and this document is intended for professional investors only and should not be construed as investment advice. This article has been prepared for investors in those countries, where the fund is registered with the respective Financial Services Authority.

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and subscription and management fees. The return may become negative as a result of negative price developments. Statements reflect the portfolio managers’ viewpoint at a given time, and this viewpoint may be changed without notice.

Future fund performance is subject to taxation which depends on the personal situation of each investor, and which may change in the future. The tax treatment of the gains and losses made by the investor and distributions received by the investor depend on the individual circumstances of each investor and may imply the payment of additional taxes. Before any investment is made in the Fund, investors are urged to consult with their tax advisor for a complete understanding of the tax regime, which is applicable to their individual case.

Historical returns are no guarantee of future returns. Future returns will depend, among other things, on market developments, the manager's skills, the fund's risk profile and management fees. The returns can be negative as a result of price losses. There is risk associated with investments in the fund due to market movements, developments in currency, interest rates, economic conditions, industry- and company-specific conditions. Before investing, customers are advised to familiarize themselves with the fund's key information and prospectus, which contains further information about the fund's characteristics and costs.

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