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
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