Passive investments

We take sustainable passive investing to a new level.

Sustainable index-linked equity funds

While managing index-linked funds primarily revolves around achieving about the same returns with the same risk as the reference index, it means something more to us. Our index-linked management differs from our competitors by Storebrand's Exclusion policy.

Through the launch of the index-linked ESG-optimised funds and fossil-free alternatives, we have taken the index-linked management a significant step further.

Companies excluded from the investment universe are replaced with increased share weighting in companies with the same profile and risk characteristics. This segmentation minimises deviations from the reference indexes.

Storebrand ESG Plus Strategy

The Core Equity Holding for Climate Aware Investors

  • A fossil-free, low-tracking error, global equity fund investing in developed markets
  • Optimised to prevent overweighting for other heavy polluters by tilting the portfolio towards high ESG and low carbon footprint companies
  • Allocates 12% of the portfolio to climate solutions companies

Want to invest?

Get in touch with our regional client executives to get advice and deep-dive into our products and services.

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.